Notify me when Round Table Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 158 | $508,259,000 | +$86,386,281 | -$99,016,692 | -$12,630,411 | IVV, NMFC, IWM, IWD, BFEB | 13F-HR | 25 Oct 2022, 09:26 |
| Q2 2022 | 157 | $550,777,000 | +$70,274,452 | -$24,536,977 | +$45,737,475 | IVV, VEU, NMFC, IWM, IWD | 13F-HR | 21 Jul 2022, 10:22 |
| Q1 2022 | 167 | $597,855,000 | +$113,215,942 | -$23,620,374 | +$89,595,568 | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 03 May 2022, 14:21 |
| Q4 2021 | 152 | $529,798,000 | +$40,187,699 | -$4,402,887 | +$35,784,812 | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 01 Feb 2022, 15:55 |
| Q3 2021 | 144 | $468,361,000 | +$27,757,320 | -$5,572,458 | +$22,184,862 | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 29 Oct 2021, 15:08 |
| Q2 2021 | 131 | $454,048,000 | +$40,859,040 | -$23,004,728 | +$17,854,312 | IVV, VEU, IWM, NMFC, IWR | 13F-HR | 29 Jul 2021, 12:27 |
| Q1 2021 | 118 | $413,088,000 | +$91,003,171 | -$21,597,638 | +$69,405,533 | IWM, IVV, VEU, IWR, NMFC | 13F-HR | 06 May 2021, 15:59 |
| Q4 2020 | 96 | $322,256,000 | +$97,073,867 | -$36,311,366 | +$60,762,501 | IVV, IWM, VEU, NMFC, ESGE | 13F-HR | 11 Feb 2021, 11:08 |
| Q3 2020 | 79 | $227,327,000 | +$29,822,726 | -$105,463,269 | -$75,640,543 | NMFC, IVV, KJAN, VEU, ESGE | 13F-HR | 21 Oct 2020, 15:23 |
| Q2 2020 | 85 | $287,550,000 | +$43,444,485 | -$41,103,857 | +$2,340,628 | IVV, IWM, NMFC, VEU, POCT | 13F-HR | 10 Aug 2020, 13:28 |
| Q1 2020 | 75 | $240,348,000 | +$65,218,829 | -$105,778,608 | -$40,559,779 | IVV, IWM, VEU, NMFC, IWR | 13F-HR | 05 May 2020, 15:13 |
| Q4 2019 | 136 | $361,133,000 | +$13,002,276 | -$11,198,223 | +$1,804,053 | POCT, IDV, IVV, NMFC, IWR | 13F-HR | 23 Jan 2020, 10:02 |
| Q3 2019 | 141 | $338,015,000 | +$25,381,888 | -$9,423,608 | +$15,958,280 | POCT, IDV, IVV, NMFC, IWR | 13F-HR | 18 Oct 2019, 12:46 |
| Q2 2019 | 137 | $324,316,000 | +$56,371,480 | -$28,257,830 | +$28,113,650 | POCT, IDV, IVV, IWR, NMFC | 13F-HR | 17 Jul 2019, 10:03 |
| Q1 2019 | 133 | $283,018,000 | +$13,331,922 | -$16,995,409 | -$3,663,487 | IVV, IDV, IWR, NMFC, VEU | 13F-HR | 12 Apr 2019, 11:24 |
| Q4 2018 | 121 | $263,458,000 | +$69,939,922 | -$47,838,731 | +$22,101,191 | IVV, IDV, IWR, NMFC, VEU | 13F-HR | 04 Feb 2019, 13:57 |
| Q3 2018 | 145 | $292,341,000 | +$31,063,746 | -$46,057,445 | -$14,993,699 | IVV, NMFC, IWR, IWM, VEU | 13F-HR | 29 Oct 2018, 16:06 |
| Q2 2018 | 116 | $296,496,000 | +$33,719,825 | -$12,833,722 | +$20,886,103 | IVV, NMFC, VEU, IWR, IWM | 13F-HR | 19 Jul 2018, 14:43 |
| Q1 2018 | 110 | $279,498,000 | +$20,932,065 | -$26,492,398 | -$5,560,333 | IVV, VEU, IWR, NMFC, IWM | 13F-HR | 26 Apr 2018, 11:29 |
| Q4 2017 | 109 | $288,419,000 | +$47,467,249 | -$47,458,178 | +$9,071 | IVV, VEU, IWR, NMFC, VEA | 13F-HR | 19 Jan 2018, 09:05 |
| Q3 2017 | 110 | $280,083,000 | +$11,769,023 | -$13,749,334 | -$1,980,311 | IVV, IWR, AMJ, VEU, NMFC | 13F-HR | 19 Oct 2017, 15:11 |
| Q2 2017 | 116 | $275,426,000 | +$16,592,486 | -$22,232,634 | -$5,640,148 | IVV, AMJ, IWR, VEU, NMFC | 13F-HR | 19 Jul 2017, 10:19 |
| Q1 2017 | 109 | $278,064,000 | +$59,783,462 | -$33,334,854 | +$26,448,608 | AMJ, IVV, IWR, VEU, NMFC | 13F-HR | 19 Apr 2017, 17:37 |
| Q4 2016 | 106 | $245,764,000 | +$80,575,681 | -$5,553,924 | +$75,021,757 | NMFC, IWR, IVV, IWB, IJR | 13F-HR | 25 Jan 2017, 19:25 |
| Q3 2016 | 97 | $167,444,000 | +$10,717,614 | -$26,925,507 | -$16,207,893 | NMFC, IWB, IWR, AMU, IJR | 13F-HR | 20 Oct 2016, 11:05 |
| Q2 2016 | 114 | $177,251,000 | +$21,383,721 | -$10,270,018 | +$11,113,703 | NMFC, IWB, IWR, AMU, IJR | 13F-HR | 25 Jul 2016, 17:20 |
| Q1 2016 | 117 | $158,122,000 | +$28,287,568 | -$5,956,408 | +$22,331,160 | IWB, NMFC, IWR, AMU, IJR | 13F-HR | 14 Apr 2016, 19:21 |
| Q4 2015 | 98 | $137,472,000 | +$19,877,338 | -$20,487,858 | -$610,520 | IWB, NMFC, AMU, IJR, IWM | 13F-HR | 26 Jan 2016, 06:55 |
| Q3 2015 | 97 | $136,041,000 | +$27,710,229 | -$6,252,560 | +$21,457,669 | IWB, NMFC, AMJ, IJR, IWM | 13F-HR | 14 Oct 2015, 21:25 |
| Q2 2015 | 78 | $127,865,000 | +$7,437,274 | -$4,947,933 | +$2,489,341 | IWB, NMFC, IJR, IWM, IEV | 13F-HR | 16 Jul 2015, 19:01 |
| Q1 2015 | 73 | $126,423,000 | +$8,401,516 | -$12,696,376 | -$4,294,860 | IWB, NMFC, IWM, IJR, OEF | 13F-HR | 08 May 2015, 21:15 |
| Q4 2014 | 60 | $126,460,000 | +$13,092,583 | -$6,507,420 | +$6,585,163 | IWB, NMFC, IWM, IJR, OEF | 13F-HR | 09 Feb 2015, 07:35 |
| Q3 2014 | 59 | $119,303,000 | +$7,921,860 | -$9,578,777 | -$1,656,917 | IWB, NMFC, AMJ, IWM, IJR | 13F-HR | 10 Nov 2014, 06:09 |
| Q2 2014 | 51 | $124,326,000 | +$36,369,907 | -$6,320,663 | +$30,049,244 | IWB, NMFC, IWM, IJR, AMJ | 13F-HR | 08 Aug 2014, 13:35 |
| Q1 2014 | 50 | $90,854,000 | +$14,718,332 | -$20,133,386 | -$5,415,054 | IJR, IWD, IWM, OEF, NMFC | 13F-HR | 09 May 2014, 15:02 |
| Q4 2013 | 45 | $95,366,000 | $0 | $0 | $0 | IWB, IWD, OEF, IWM, IJR | 13F-HR | 05 Feb 2014, 13:58 |