Piedmont Capital Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$166M
Signature - Title
Lexie S. Pankratz - Compliance Consultant
Location
Whitefish, MT
Summary
This page shows a list of all the recent 13F filings made by Piedmont Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Piedmont Capital Management, LLC reported 51 stock holdings with total value $166M as of Q3 2024. Top holdings included MGK, VYM, VOO, GLDM, and RWR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 51 $166M +$36.9M -$31.4M +$5.5M MGK, VYM, VOO, GLDM, RWR 13F-HR 11/14/2024, 04:46 PM
Q2 2024 46 $146M $0 $0 MGK, VYM, VOO, IEFA, SMH 13F-HR 8/14/2024, 10:47 AM
Q1 2024 46 $147M +$2.52M -$2.67M -$149K MGK, VYM, VOO, IEFA, SMH 13F-HR 5/13/2024, 03:20 PM
Q4 2023 48 $137M +$32.5M -$1.86M +$30.6M MGK, VYM, VOO, IEFA, FLOT 13F-HR 2/13/2024, 09:39 AM
Q3 2023 46 $88.2M +$4.21M -$5.75M -$1.54M VYM, VOO, IEFA, FLOT, GLDM 13F-HR 11/13/2023, 12:17 PM
Q2 2023 45 $132M +$33.7M -$24.6M +$9.1M MOAT, VYM, VOO, GLDM, IEFA 13F-HR 8/11/2023, 10:33 AM
Q1 2023 45 $120M +$35.1M -$29.7M +$5.44M MOAT, VYM, GLDM, IEFA, BIL 13F-HR 5/15/2023, 04:13 PM
Q4 2022 44 $115M +$28.3M -$29.1M -$751K VYM, GLDM, IEFA, VOO, FLOT 13F-HR 2/13/2023, 01:00 PM
Q3 2022 39 $107M +$34.8M -$11.9M +$22.9M VYM, BIL, FLOT, XLE, SPYD 13F-HR 11/18/2022, 02:30 PM
Q2 2022 39 $88.2M +$691K -$23.8M -$23.1M VYM, GLDM, FLOT, XLE, RWR 13F-HR 8/10/2022, 09:21 AM
Q1 2022 41 $123M +$52.6M -$42.1M +$10.5M VYM, VNQ, VOO, GLDM, FLOT Restatement 8/10/2022, 09:37 AM
Q4 2021 45 $114M +$25M -$19.1M +$5.89M QQQ, VYM, VNQ, VOO, FLOT 13F-HR 2/14/2022, 05:02 PM
Q3 2021 41 $125M +$40M -$18.6M +$21.4M OMFL, VYM, VNQ, QQQ, VOO 13F-HR 11/12/2021, 05:22 PM
Q2 2021 40 $104M +$30M -$39.1M -$9.15M OMFL, SPYD, VYM, VNQ, VOO 13F-HR 7/27/2021, 07:34 PM
Q1 2021 39 $107M +$13.3M -$9.24M +$4.09M QQQ, VYM, VNQ, OMFL, VOO 13F-HR 5/5/2021, 03:51 PM
Q4 2020 42 $98.7M $0 $0 QQQ, VYM, VOO, BLV, OMFL 13F-HR 5/5/2021, 03:34 PM