Managers / Q4 2018 · view latest →
YorkBridge Wealth Partners, LLC
CIK 0001696064 · 80 BROAD STREET, SUITE 1701, NEW YORK, NY, 10004 · (212)574-4070
Reported Value
$189M
Q4 2018
Positions
765
Filings on Record
17
2019–present window
Filed
Feb 14, 2019
original filing
Summary
Yorkbridge Wealth Partners, Llc reported $189M in U.S.-listed holdings across 765 positions for Q4 2018.
Its largest position, WRB, represents 3.7% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 76.6% · $145M
- ETP · 14.2% · $27M
- Other · 4.3% · $8M
- ADR · 2.9% · $5M
- Closed-End Fund · 1.0% · $2M
- Other · 1.0% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2022 | $394.2B | 256 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $388M | 274 | Oct 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $382M | 278 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $456M | 284 | Apr 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $446M | 280 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $397M | 259 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $383M | 246 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $338M | 240 | Apr 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $299M | 215 | Jan 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $238M | 178 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $219M | 171 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $163M | 155 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $218M | 183 | Jan 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $198M | 170 | Oct 21, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $225M | 774 | Jul 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $217M | 774 | May 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $189M | 765 | Feb 14, 2019 | 13F-HR | changes · 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 ↗.