Current Market Value 586,682,477
Current Holdings 105
Most Recent File Date 2025-02-13
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Peninsula Wealth, 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-02-13 2024-12-31 13F-HR 105 586,682
2024-11-14 2024-09-30 13F-HR 98 572,497
2024-08-13 2024-06-30 13F-HR 95 534,957
2024-05-30 2024-03-31 13F-HR/A 1 R 93 501,308
2024-05-08 2024-03-31 13F-HR 79 340,751
2024-02-14 2023-12-31 13F-HR 85 484,694
2023-11-13 2023-09-30 13F-HR 82 427,062
2023-08-14 2023-06-30 13F-HR 76 382,534
2023-05-12 2023-03-31 13F-HR 72 346,488
2023-02-10 2022-12-31 13F-HR 75 317,796
2022-11-14 2022-09-30 13F-HR 69 283,280
2022-08-08 2022-06-30 13F-HR 66 295,513
2022-05-06 2022-03-31 13F-HR 67 351,081
2022-02-04 2021-12-31 13F-HR 66 371,811
2021-11-09 2021-09-30 13F-HR 24 315,017
2021-08-13 2021-06-30 13F-HR 21 305,491
2021-05-10 2021-03-31 13F-HR 20 279,063
2021-02-10 2020-12-31 13F-HR 19 266,434
2020-11-12 2020-09-30 13F-HR 53 233,451
2020-08-11 2020-06-30 13F-HR 48 214,510
2020-05-12 2020-03-31 13F-HR 38 178,686
2020-02-10 2019-12-31 13F-HR 41 216,040
2019-11-08 2019-09-30 13F-HR 38 200,139
2019-08-02 2019-06-30 13F-HR 31 194,860
2019-05-08 2019-03-31 13F-HR 30 180,996
2019-02-08 2018-12-31 13F-HR 27 160,550
2018-11-21 2018-09-30 13F-HR 32 185,460
2018-08-06 2018-06-30 13F-HR 32 170,151
2018-05-15 2018-03-31 13F-HR 30 167,747