Notify me when BANK OF STOCKTON files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 134 | $349,355,886 | +$8,864,004 | -$19,137,527 | -$10,273,523 | IVV, IJH, IJR, AAPL, IVE | 13F-HR | 21 Jan 2026, 11:32 |
| Q3 2025 | 140 | $350,818,356 | +$5,744,166 | -$13,222,635 | -$7,478,469 | IVV, IJH, IJR, IVE, AAPL | 13F-HR | 29 Oct 2025, 16:57 |
| Q2 2025 | 141 | $335,774,008 | +$5,329,301 | -$6,165,712 | -$836,411 | IVV, IJH, IJR, BIV, IVE | 13F-HR | 14 Jul 2025, 19:33 |
| Q1 2025 | 141 | $313,825,069 | +$5,306,439 | -$10,589,771 | -$5,283,332 | IVV, IJH, BIV, IJR, IVE | 13F-HR | 23 Apr 2025, 17:53 |
| Q4 2024 | 143 | $329,025,295 | +$8,365,187 | -$9,830,564 | -$1,465,377 | IVV, IJH, IJR, BIV, AAPL | 13F-HR | 03 Feb 2025, 13:56 |
| Q3 2024 | 145 | $331,617,013 | +$13,894,664 | -$14,067,530 | -$172,866 | IVV, IJH, IJR, BIV, IVE | 13F-HR | 23 Oct 2024, 17:06 |
| Q2 2024 | 132 | $315,446,014 | +$7,012,853 | -$18,554,994 | -$11,542,141 | IVV, IJH, BIV, IJR, IVE | 13F-HR | 24 Jul 2024, 17:44 |
| Q1 2024 | 127 | $324,001,846 | +$41,726,333 | -$4,492,341 | +$37,233,992 | IVV, IJH, BIV, IJR, IVE | 13F-HR | 22 Apr 2024, 18:39 |
| Q4 2023 | 123 | $301,162,006 | +$5,572,749 | -$11,770,036 | -$6,197,287 | IVV, IJH, BIV, IJR, IVE | 13F-HR | 24 Jan 2024, 18:17 |
| Q3 2023 | 117 | $265,172,440 | +$11,205,920 | -$13,417,803 | -$2,211,883 | IVV, IJH, BIV, IJR, IVE | 13F-HR | 30 Oct 2023, 18:48 |
| Q2 2023 | 115 | $291,104,967 | +$8,156,272 | -$17,468,808 | -$9,312,536 | IJH, IVV, BIV, IJR, IVE | 13F-HR | 31 Jul 2023, 12:25 |
| Q1 2023 | 115 | $287,010,523 | +$20,689,257 | -$33,219,769 | -$12,530,512 | IJH, IVV, BIV, IJR, IVE | 13F-HR | 27 Apr 2023, 19:15 |
| Q4 2022 | 113 | $286,117,000 | +$22,716,860 | -$15,220,916 | +$7,495,944 | IVV, IJH, IJR, BIV, EFA | 13F-HR | 17 Jan 2023, 18:56 |
| Q3 2022 | 112 | $258,437,000 | +$21,015,025 | -$11,510,728 | +$9,504,297 | IVV, IJH, IJR, VTIP, IVE | 13F-HR | 27 Oct 2022, 13:46 |
| Q2 2022 | 115 | $266,777,000 | +$13,721,075 | -$19,354,085 | -$5,633,010 | IVV, IJH, IJR, VTIP, IVE | 13F-HR | 21 Jul 2022, 19:50 |
| Q1 2022 | 123 | $320,684,000 | +$18,095,404 | -$17,891,637 | +$203,767 | IJH, IVV, IJR, VTIP, IVE | 13F-HR | 26 Apr 2022, 18:38 |
| Q4 2021 | 125 | $340,111,000 | +$7,157,240 | -$18,419,611 | -$11,262,371 | IJH, IVV, IJR, IVW, IVE | 13F-HR | 04 Feb 2022, 18:28 |
| Q3 2021 | 120 | $326,427,000 | +$7,721,130 | -$10,363,422 | -$2,642,292 | IJH, IVV, IJR, BIV, IVW | 13F-HR | 18 Oct 2021, 14:22 |
| Q2 2021 | 125 | $331,444,000 | +$22,052,024 | -$9,063,663 | +$12,988,361 | IJH, IVV, IJR, BIV, IVW | 13F-HR | 28 Jul 2021, 19:52 |
| Q1 2021 | 117 | $301,127,000 | +$40,275,244 | -$14,132,197 | +$26,143,047 | IJH, IVV, BIV, IJR, IVW | 13F-HR | 26 Apr 2021, 13:52 |
| Q4 2020 | 111 | $260,265,000 | +$30,468,555 | -$13,993,195 | +$16,475,360 | IJH, BIV, IVV, IJR, IVW | 13F-HR | 27 Jan 2021, 19:24 |
| Q3 2020 | 116 | $239,290,000 | +$17,084,603 | -$17,109,014 | -$24,411 | BIV, IJH, IVW, IVV, IJR | 13F-HR | 23 Nov 2020, 14:41 |
| Q2 2020 | 118 | $230,058,000 | +$36,456,938 | -$22,013,162 | +$14,443,776 | BIV, IJH, IVW, IVV, IJR | 13F-HR | 22 Jul 2020, 20:07 |
| Q1 2020 | 100 | $182,751,000 | +$4,060,482 | -$7,931,690 | -$3,871,208 | BIV, IJH, IJR, IVW, IVE | 13F-HR | 06 Apr 2020, 20:03 |
| Q4 2019 | 104 | $235,871,000 | +$6,273,174 | -$12,852,627 | -$6,579,453 | IJH, BIV, IJR, IVW, IVE | 13F-HR | 31 Jan 2020, 17:57 |
| Q3 2019 | 108 | $228,695,000 | +$48,270,619 | -$20,491,417 | +$27,779,202 | IJH, BIV, IJR, IVW, IVE | 13F-HR | 23 Oct 2019, 19:25 |
| Q2 2019 | 107 | $197,039,000 | +$3,214,020 | -$6,593,781 | -$3,379,761 | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 25 Jul 2019, 18:15 |
| Q1 2019 | 107 | $194,421,000 | +$13,717,096 | -$4,121,949 | +$9,595,147 | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 16 Apr 2019, 18:46 |
| Q4 2018 | 97 | $165,024,000 | +$3,533,341 | -$9,602,057 | -$6,068,716 | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 28 Jan 2019, 15:18 |
| Q3 2018 | 109 | $197,707,000 | +$7,652,150 | -$3,137,385 | +$4,514,765 | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 05 Oct 2018, 18:42 |
| Q2 2018 | 102 | $184,316,000 | +$5,948,471 | -$65,485,154 | -$59,536,683 | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 12 Jul 2018, 18:54 |
| Q1 2018 | 108 | $239,105,000 | +$10,843,976 | -$12,502,643 | -$1,658,667 | IJH, RPG, RFG, IJR, RPV | 13F-HR | 27 Apr 2018, 12:32 |
| Q4 2017 | 118 | $243,293,000 | +$18,717,874 | -$6,738,559 | +$11,979,315 | IJH, RPG, IJR, RFG, RPV | 13F-HR | 25 Jan 2018, 14:09 |
| Q3 2017 | 104 | $219,339,000 | +$9,021,933 | -$16,670,873 | -$7,648,940 | IJH, RPG, IJR, RFG, RPV | 13F-HR | 06 Nov 2017, 16:00 |
| Q2 2017 | 104 | $219,848,000 | +$5,780,832 | -$10,012,229 | -$4,231,397 | IJH, IJR, RPG, RFG, RPV | 13F-HR | 28 Jul 2017, 14:28 |
| Q1 2017 | 102 | $218,960,000 | +$17,631,954 | -$5,834,366 | +$11,797,588 | IJH, IJR, RPG, RFG, RPV | 13F-HR | 28 Apr 2017, 13:05 |
| Q4 2016 | 101 | $209,982,000 | +$10,538,605 | -$9,032,319 | +$1,506,286 | IJH, IJR, RPG, RFG, RPV | 13F-HR | 18 Jan 2017, 14:30 |
| Q3 2016 | 105 | $201,268,000 | +$12,481,033 | -$4,501,120 | +$7,979,913 | IJH, IJR, RPG, RFG, RPV | 13F-HR | 19 Oct 2016, 14:52 |
| Q2 2016 | 104 | $188,235,000 | +$10,650,367 | -$9,583,288 | +$1,067,079 | IJH, RFG, IJR, RPG, RPV | 13F-HR | 08 Jul 2016, 16:46 |
| Q1 2016 | 121 | $183,811,000 | +$10,776,993 | -$3,036,156 | +$7,740,837 | IJH, RFG, RPG, IJR, RPV | 13F-HR | 28 Apr 2016, 16:34 |
| Q4 2015 | 99 | $174,151,000 | +$7,236,807 | -$2,597,282 | +$4,639,525 | IJH, RFG, RPG, IJR, RPV | 13F-HR | 29 Jan 2016, 15:45 |
| Q3 2015 | 99 | $163,473,000 | +$5,136,285 | -$7,202,391 | -$2,066,106 | IJH, RFG, RPG, IJR, RPV | 13F-HR | 03 Nov 2015, 18:00 |
| Q2 2015 | 102 | $179,314,000 | +$10,319,163 | -$11,974,970 | -$1,655,807 | IJH, RFG, IJR, RPG, RPV | 13F-HR | 23 Jul 2015, 15:18 |
| Q1 2015 | 106 | $183,736,000 | +$11,753,931 | -$6,951,651 | +$4,802,280 | IJH, IJR, RPG, RFG, RPV | 13F-HR | 28 Apr 2015, 17:30 |
| Q4 2014 | 110 | $175,691,000 | +$6,566,091 | -$7,938,214 | -$1,372,123 | IJH, IJR, RPG, RPV, RFG | 13F-HR | 15 Jan 2015, 17:50 |
| Q3 2014 | 107 | $169,123,000 | +$3,538,889 | -$5,155,876 | -$1,616,987 | IJH, IJR, RPG, RFG, RPV | 13F-HR | 24 Oct 2014, 14:29 |
| Q2 2014 | 114 | $175,207,000 | +$11,729,273 | -$4,744,922 | +$6,984,351 | IJH, IJR, RPV, RFG, RPG | Restatement | 24 Oct 2014, 13:57 |
| Q1 2014 | 104 | $163,765,000 | +$4,117,797 | -$3,823,668 | +$294,129 | IJH, IJR, RFG, RPV, RPG | 13F-HR | 14 Apr 2014, 13:43 |
| Q4 2013 | 109 | $160,557,000 | $0 | $0 | $0 | IJH, IJR, RPV, RFG, RPG | Restatement | 05 Feb 2014, 15:29 |