Current Market Value 375,853,000
Current Holdings 234
Most Recent File Date 2021-05-14
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Rikoon Group, 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)
2021-05-14 2021-03-31 13F-HR 234 375,853
2021-02-16 2020-12-31 13F-HR/A 1 R 223 358,185
2021-02-10 2020-12-31 13F-HR 202 321,468
2020-10-23 2020-09-30 13F-HR 211 323,610
2020-08-07 2020-06-30 13F-HR 211 299,457
2020-04-30 2020-03-31 13F-HR 186 241,460
2020-01-21 2019-12-31 13F-HR 201 290,798
2019-11-04 2019-09-30 13F-HR 202 270,015
2019-08-06 2019-06-30 13F-HR 201 268,635
2019-05-01 2019-03-31 13F-HR 200 268,745
2019-02-07 2018-12-31 13F-HR 194 241,417
2018-11-14 2018-09-30 13F-HR 209 282,437
2018-08-14 2018-06-30 13F-HR 200 261,701
2018-06-07 2018-03-31 13F-HR 191 246,911
2018-02-27 2017-12-31 13F-HR 166 241,854
2017-11-14 2017-09-30 13F-HR 162 230,870
2017-08-18 2017-06-30 13F-HR 164 225,371
2017-05-15 2017-03-31 13F-HR 169 226,271
2017-02-13 2016-12-31 13F-HR 167 227,222
2016-11-07 2016-09-30 13F-HR 137 126,385