13F Filings History of Syverson Strege & Co

Latest 13F report
Q3 2025 - 01 Dec 2025
Value $
$417,334,084
Signature - Title
Matt Roberts - Chief Compliance Officer
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Syverson Strege & Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Syverson Strege & Co reported 165 stock holdings with total value $417,334,084 as of Q3 2025. Top holdings included DFAC, DFIC, DFEM, DUHP, and DFGR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 165 $417,334,084 +$3,214,825 -$36,307,473 -$33,092,648 DFAC, DFIC, DFEM, DUHP, DFGR 13F-HR 01 Dec 2025, 09:39
Q2 2025 168 $423,317,033 +$87,751,070 -$1,510,872 +$86,240,198 DFAC, DFIC, DFEM, DUHP, DFAU 13F-HR 04 Aug 2025, 16:20
Q1 2025 79 $311,254,353 +$17,877,449 -$4,440,443 +$13,437,006 DFAC, DFIC, DFEM, DUHP, DFGR 13F-HR 13 May 2025, 10:45
Q4 2024 78 $299,901,277 +$9,892,882 -$1,034,163 +$8,858,719 DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 11 Feb 2025, 16:30
Q3 2024 69 $298,406,010 +$1,124,512 -$15,764,700 -$14,640,188 DFAC, DFIC, DFEM, DUHP, DFGR 13F-HR 12 Nov 2024, 10:38
Q2 2024 76 $293,428,642 +$18,627,477 -$3,802,275 +$14,825,202 DFAC, DFIC, DFEM, DUHP, DFGR 13F-HR 07 Aug 2024, 11:14
Q1 2024 71 $277,414,206 +$8,798,465 -$6,034,666 +$2,763,799 DFAC, DFIC, DUHP, DFEM, DFGR 13F-HR 30 Apr 2024, 10:05
Q4 2023 69 $257,791,234 +$18,398,894 -$5,777,773 +$12,621,121 DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 14 Feb 2024, 16:55
Q3 2023 60 $223,497,156 +$2,193,035 -$4,234,023 -$2,040,988 DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 09 Nov 2023, 12:01
Q2 2023 62 $233,560,848 +$6,141,008 -$15,633,676 -$9,492,668 DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 04 Aug 2023, 10:17
Q1 2023 666 $234,184,063 +$8,304,291 -$4,472,179 +$3,832,112 DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 03 May 2023, 10:33
Q4 2022 320 $220,546,854 +$13,772,286 -$9,195,573 +$4,576,713 DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 06 Feb 2023, 18:14
Q3 2022 281 $197,016,000 +$14,701,388 -$74,265,600 -$59,564,212 DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 09 Nov 2022, 10:28
Q2 2022 325 $271,985,000 +$202,556,247 -$13,269,383 +$189,286,864 DFAC, DFIC, HYMB, MUNI, SMMU 13F-HR 11 Aug 2022, 15:31
Q1 2022 296 $91,941,000 +$2,142,451 -$41,423,851 -$39,281,400 USMV, DFAU, MEAR, NEAR, DFAI 13F-HR 13 Apr 2022, 12:48
Q4 2021 298 $134,897,000 +$7,453,318 -$4,540,075 +$2,913,243 DFAC, USMV, DFAU, MEAR, DFAX 13F-HR 19 Jan 2022, 15:16
Q3 2021 445 $125,467,000 +$15,552,011 -$1,404,609 +$14,147,402 DFAC, USMV, DFAU, MEAR, DFAX 13F-HR 01 Nov 2021, 20:28
Q2 2021 271 $112,324,000 +$41,672,549 -$27,870,122 +$13,802,427 USMV, DFAC, MEAR, DFAU, NEAR 13F-HR 04 Aug 2021, 14:02
Q1 2021 262 $96,173,000 +$6,972,453 -$18,471,815 -$11,499,362 MEAR, USMV, NEAR, BOND, PRF 13F-HR 07 May 2021, 13:25
Q4 2020 243 $104,755,000 $0 $0 $0 USMV, MEAR, NEAR, ACWV, BOND 13F-HR 03 Feb 2021, 15:11