Current Market Value 60,128,866
Current Holdings 1
Most Recent File Date 2023-10-05
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Offit Capital Advisors Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-10-05 2023-09-30 13F-HR 1 60,129
2023-08-11 2023-06-30 13F-HR 1 61,540
2023-05-15 2023-03-31 13F-HR 1 63,222
2023-02-14 2022-12-31 13F-HR 1 79,828
2022-11-14 2022-09-30 13F-HR 1 68,558
2022-08-05 2022-06-30 13F-HR 2 130,123
2022-06-14 2022-03-31 13F-HR/A 1 R 2 214,419
2022-05-16 2022-03-31 13F-HR 353 606,653
2022-06-14 2021-12-31 13F-HR/A 1 R 1 161,533
2022-05-04 2021-12-31 13F-HR 327 585,702