SEC 13F Intelligence

Managers / Q4 2020 · view latest →

Covenant Multifamily Offices, LLC

CIK 0001599749 · 18756 STONE OAK PARKWAY, SUITE 102, SAN ANTONIO, TX, 78258 · 210-403-5350

Reported Value
$559M
Q4 2020
Positions
137
Filings on Record
12
2019–present window
Filed
Feb 16, 2021
original filing

Summary

Covenant Multifamily Offices, Llc reported $559M in U.S.-listed holdings across 137 positions for Q4 2020.

Its largest position, Vanguard Dividend Appreciation Index Fund, represents 16.8% of the portfolio.

Compared with Q3 2020, the fund opened 16 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $262MQ4 ’18Q1 ’19: $309MQ2 ’19: $456MQ2 ’19Q3 ’19: $465MQ4 ’19: $586MQ4 ’19Q1 ’20: $397MQ2 ’20: $507MQ2 ’20Q3 ’20: $509MQ4 ’20: $559MQ4 ’20Q1 ’21: $489MQ2 ’21: $549MQ2 ’21Q3 ’21: $557Mfilingsflow.com

Portfolio Composition

By security type
ETP: 70.7%Common Stock: 28.0%Other: 0.9%ADR: 0.3%REIT: 0.1%
  • ETP · 70.7% · $396M
  • Common Stock · 28.0% · $157M
  • Other · 0.9% · $5M
  • ADR · 0.3% · $2M
  • REIT · 0.1% · $488,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2021$557M243Oct 21, 202113F-HRchanges · EDGAR ↗
Q2 2021$549M237Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$489M185May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$559M137Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$509M130Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$507M156Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$397M113May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$586M188Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$465M140Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$456M142Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$309M224Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$262M55Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.