Richardson Capital Management LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 5, 2024
Value $: $143M
Signature - Title: Scott Richardson - President & Chief Compliance Officer
Location: Menomonee Falls, WI
Summary: This page shows a list of all the recent 13F filings made by Richardson Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Richardson Capital Management LLC reported 138 stock holdings with total value $143M as of Q3 2024. Top holdings included SCHD, SCHX, SCHG, SCHM, and IJH.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	138	$143M	+$7.22M	-$1.78M	+$5.44M	SCHD, SCHX, SCHG, SCHM, IJH	13F-HR	11/5/2024, 04:16 PM
Q2 2024	185	$130M	+$7.5M	-$855K	+$6.65M	SCHD, SCHX, SCHG, SCHM, IJH	13F-HR	7/26/2024, 05:12 PM
Q1 2024	143	$122M	+$8.81M	-$3.49M	+$5.31M	SCHD, SCHX, SCHG, SCHM, IJH	13F-HR	4/17/2024, 04:34 PM
Q4 2023	134	$8.49M	$0	$0		VOO, VYM, SPDW, PRU, IWB	13F-HR	2/12/2024, 06:34 PM