Clarfeld Financial Advisors, LLC GOOG β€” ALPHABET INC

Ownership history in Clarfeld Financial Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Clarfeld Financial Advisors, LLC reported ALPHABET INC (GOOG) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarfeld Financial Advisors, LLC's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clarfeld Financial Advisors, LLC held GOOG β€” position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Clarfeld Financial Advisors, LLC and GOOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clarfeld Financial Advisors, LLC reported owning GOOG?

Clarfeld Financial Advisors, LLC reported GOOG across 0 quarterly 13F filings.

What was the largest reported GOOG position in Clarfeld Financial Advisors, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for GOOG in Clarfeld Financial Advisors, LLC.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2018 Q4, when Clarfeld Financial Advisors, LLC reported 248 shares, equal to 0.21% of portfolio, with an estimated market value of $257K.

What does the chart on this GOOG ownership page compare?

The chart compares Clarfeld Financial Advisors, LLC's quarterly GOOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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