Current Market Value 89,240,348
Current Holdings 7
Most Recent File Date 2024-08-14
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Invus Financial 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-08-14 2024-06-30 13F-HR 7 89,240
2024-05-15 2024-03-31 13F-HR 7 125,786
2024-02-14 2023-12-31 13F-HR 7 127,783
2023-11-14 2023-09-30 13F-HR 8 159,551
2023-08-14 2023-06-30 13F-HR 8 186,987
2023-05-15 2023-03-31 13F-HR 8 153,531
2023-02-14 2022-12-31 13F-HR 9 187,937
2022-11-14 2022-09-30 13F-HR 8 182,190
2022-08-15 2022-06-30 13F-HR 8 165,626
2022-05-16 2022-03-31 13F-HR 8 224,755
2022-02-14 2021-12-31 13F-HR 8 329,061
2021-11-15 2021-09-30 13F-HR 8 373,293
2021-08-16 2021-06-30 13F-HR 8 501,890
2021-05-17 2021-03-31 13F-HR 7 436,319
2021-02-16 2020-12-31 13F-HR 6 239,241
2020-11-16 2020-09-30 13F-HR 6 207,867
2020-08-14 2020-06-30 13F-HR 9 276,678
2020-05-14 2020-03-31 13F-HR 8 203,694
2020-02-13 2019-12-31 13F-HR 5 197,173