Notify me when Lehman Financial Resources, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2018 | 103 | $213,268,000 | +$13,106,519 | -$4,641,148 | +$8,465,371 | NEE, NEP, BRKB, IVV, PFE | 13F-HR | 14 Nov 2018, 17:11 |
| Q2 2018 | 87 | $198,385,000 | +$4,084,814 | -$8,786,656 | -$4,701,842 | NEE, NEP, IVV, BRKB, BAC | 13F-HR | 14 Aug 2018, 17:42 |
| Q1 2018 | 81 | $195,214,000 | +$12,407,212 | -$5,373,862 | +$7,033,350 | NEE, NEP, BRKB, BAC, IVV | 13F-HR | 25 Apr 2018, 15:25 |
| Q4 2017 | 80 | $192,509,000 | +$8,517,233 | -$18,035,497 | -$9,518,264 | NEE, NEP, BAC, BRKB, IVV | 13F-HR | 09 Feb 2018, 09:23 |
| Q3 2017 | 68 | $196,649,000 | +$12,811,400 | -$966,584 | +$11,844,816 | NEE, NEP, BRKB, BAC, PFE | 13F-HR | 06 Nov 2017, 10:53 |
| Q2 2017 | 62 | $177,662,000 | +$4,939,960 | -$12,627,536 | -$7,687,576 | NEE, NEP, BRKB, BAC, PFE | 13F-HR | 11 Aug 2017, 12:10 |
| Q1 2017 | 62 | $180,839,000 | +$9,566,558 | -$13,833,732 | -$4,267,174 | NEE, NEP, BRKB, MMP, BAC | 13F-HR | 15 May 2017, 06:50 |
| Q4 2016 | 60 | $175,487,000 | +$11,185,213 | -$7,156,275 | +$4,028,938 | NEE, NEP, MMP, BRKB, IVV | 13F-HR | 06 Feb 2017, 14:32 |
| Q3 2016 | 56 | $172,983,000 | +$12,619,242 | -$34,235,254 | -$21,616,012 | NEE, NEP, MMP, BRKB, PFE | 13F-HR | 31 Oct 2016, 09:43 |
| Q2 2016 | 60 | $199,230,000 | +$5,494,076 | -$8,273,348 | -$2,779,272 | NEE, NEP, BTT, MMP, PFE | 13F-HR | 11 Aug 2016, 16:41 |
| Q1 2016 | 61 | $187,374,000 | +$10,548,631 | -$17,661,480 | -$7,112,849 | NEE, NEP, MMP, BTT, GE | 13F-HR | 04 May 2016, 15:33 |
| Q4 2015 | 59 | $185,569,000 | +$11,253,078 | -$35,336,072 | -$24,082,994 | NEE, NEP, MMP, BTT, PFE | 13F-HR | 16 Feb 2016, 18:01 |
| Q3 2015 | 447 | $196,361,000 | +$21,332,824 | -$15,076,097 | +$6,256,727 | NEE, NEP, MMP, BTT, PFE | 13F-HR | 10 Nov 2015, 09:31 |
| Q2 2015 | 426 | $206,439,000 | +$4,453,927 | -$7,431,378 | -$2,977,451 | NEE, NEP, BP, BTT, PFE | 13F-HR | 30 Jul 2015, 17:49 |
| Q1 2015 | 416 | $217,597,000 | +$22,795,372 | -$6,700,720 | +$16,094,652 | NEE, NEP, BTT, PFE, EPD | 13F-HR | 30 Apr 2015, 16:35 |
| Q4 2014 | 399 | $203,714,000 | +$30,358,961 | -$23,329,703 | +$7,029,258 | NEE, EPD, BTT, BP, MMP | Restatement | 30 Apr 2015, 17:27 |
| Q3 2014 | 418 | $191,627,000 | +$25,919,468 | -$31,112,220 | -$5,192,752 | NEE, EPD, BP, BTT, MMP | 13F-HR | 10 Nov 2014, 18:08 |
| Q2 2014 | 393 | $209,887,000 | +$10,738,915 | -$8,008,790 | +$2,730,125 | NEE, BP, BTT, MMP, PFE | 13F-HR | 08 Aug 2014, 14:23 |
| Q1 2014 | 399 | $193,337,000 | +$24,305,312 | -$2,096,470 | +$22,208,842 | NEE, BP, BTT, EPD, MMP | 13F-HR | 14 May 2014, 18:42 |
| Q4 2013 | 386 | $161,806,000 | $0 | $0 | $0 | NEE, BP, BTT, EPD, OKS | 13F-HR | 11 Feb 2014, 14:12 |