Current Market Value 851,381,763
Current Holdings 291
Most Recent File Date 2024-11-14
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Alera Investment 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)
2024-11-14 2024-09-30 13F-HR 291 851,382
2024-08-13 2024-06-30 13F-HR 278 831,558
2024-05-10 2024-03-31 13F-HR 169 739,483
2024-01-23 2023-12-31 13F-HR 167 764,777
2023-10-11 2023-09-30 13F-HR 160 606,970
2023-07-26 2023-06-30 13F-HR 172 464,236
2023-05-02 2023-03-31 13F-HR 170 434,327
2023-02-02 2022-12-31 13F-HR 176 423,424
2022-11-09 2022-09-30 13F-HR 171 353,299
2022-08-08 2022-06-30 13F-HR 183 357,373
2022-05-10 2022-03-31 13F-HR 302 487,702
2022-01-26 2021-12-31 13F-HR 99 365,048
2021-11-15 2021-09-30 13F-HR/A 1 R 94 338,747
2021-11-09 2021-09-30 13F-HR 92 338,398
2021-08-05 2021-06-30 13F-HR 94 332,538
2021-05-12 2021-03-31 13F-HR 88 303,486
2021-02-08 2020-12-31 13F-HR 86 283,612
2020-11-09 2020-09-30 13F-HR 84 250,965
2020-08-11 2020-06-30 13F-HR 76 189,858
2020-04-29 2020-03-31 13F-HR 67 165,137
2020-01-29 2019-12-31 13F-HR 63 219,506
2019-10-25 2019-09-30 13F-HR 76 201,807
2019-08-07 2019-06-30 13F-HR 72 195,134
2019-05-14 2019-03-31 13F-HR 1239 205,414
2019-02-14 2018-12-31 13F-HR 1207 164,120