CAHABA WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$1.21B
Signature - Title
William Douglass Jackson - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by CAHABA WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAHABA WEALTH MANAGEMENT, INC. reported 151 stock holdings with total value $1.21B as of Q3 2024. Top holdings included IVV, AGG, IXUS, IJH, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 151 $1.21B +$33.6M -$19.8M +$13.8M IVV, AGG, IXUS, IJH, IJR 13F-HR 10/18/2024, 04:45 PM
Q2 2024 149 $1.13B +$34M -$8.05M +$25.9M IVV, AGG, IXUS, IJH, IJR 13F-HR 8/5/2024, 04:55 PM
Q1 2024 149 $1.1B +$120M -$3.61M +$116M IVV, AGG, IXUS, IJH, IJR 13F-HR 4/22/2024, 01:58 PM
Q4 2023 142 $1.01B +$31.6M -$11.4M +$20.2M IVV, AGG, IXUS, IJH, IJR 13F-HR 1/23/2024, 11:42 AM
Q3 2023 143 $908M +$25.5M -$8.07M +$17.4M IVV, AGG, IXUS, IJH, IJR 13F-HR 10/18/2023, 02:31 PM
Q2 2023 147 $925M +$25M -$6.5M +$18.5M IVV, AGG, IXUS, IJH, IJR 13F-HR 7/26/2023, 03:39 PM
Q1 2023 146 $874M +$37.7M -$5.5M +$32.2M IVV, AGG, IXUS, IJH, IJR 13F-HR 5/4/2023, 07:57 AM
Q4 2022 143 $806M +$44.6M -$7.19M +$37.4M IVV, AGG, IXUS, IJH, IJR 13F-HR 1/30/2023, 09:55 AM
Q3 2022 132 $723M +$68.6M -$5.68M +$62.9M IVV, AGG, IXUS, IJH, IJR 13F-HR 10/18/2022, 09:29 PM
Q2 2022 132 $701M +$50.3M -$32.4M +$17.9M IVV, AGG, IXUS, IJH, IJR 13F-HR 7/19/2022, 10:39 AM
Q1 2022 141 $726M +$98.7M -$40.3M +$58.4M IVV, AGG, IXUS, IJH, MUB 13F-HR 5/5/2022, 11:55 AM
Q4 2021 143 $754M +$43.5M -$7.46M +$36M IVV, AGG, IXUS, IJH, MUB 13F-HR 1/31/2022, 06:19 PM
Q3 2021 133 $679M +$50.1M -$4.78M +$45.3M IVV, AGG, IXUS, IJH, MUB 13F-HR 10/15/2021, 12:47 PM
Q2 2021 78 $645M +$7.58M -$44.9M -$37.3M IVV, AGG, IXUS, IJH, MUB Restatement 8/13/2021, 12:43 PM
Q1 2021 90 $645M +$35M -$9.47M +$25.5M IVV, AGG, IXUS, IJH, MUB 13F-HR 5/6/2021, 10:41 AM
Q4 2020 91 $606M +$42.2M -$7.34M +$34.8M IVV, AGG, IXUS, IJH, MUB 13F-HR 2/9/2021, 06:18 PM
Q3 2020 79 $507M +$26.5M -$4.68M +$21.9M IVV, AGG, IXUS, IJH, MUB 13F-HR 10/27/2020, 05:04 PM
Q2 2020 78 $484M +$38.8M -$14.7M +$24.1M IVV, AGG, IXUS, IJH, MUB 13F-HR 8/3/2020, 01:49 PM
Q1 2020 74 $392M +$25.5M -$10.9M +$14.6M AGG, IVV, IXUS, IJH, MUB 13F-HR 4/30/2020, 12:51 PM
Q4 2019 79 $451M +$22.9M -$10.4M +$12.5M IVV, AGG, IXUS, IJH, REET 13F-HR 2/10/2020, 02:10 PM
Q3 2019 74 $419M +$21.6M -$6.97M +$14.7M AGG, IVV, IXUS, IJH, REET 13F-HR 10/23/2019, 10:04 AM
Q2 2019 74 $401M +$22.8M -$1.51M +$21.3M AGG, IVV, IXUS, IJH, MUB 13F-HR 7/31/2019, 12:45 PM
Q1 2019 71 $370M +$27.5M -$11.5M +$16M AGG, IVV, IXUS, IJH, REET 13F-HR 4/8/2019, 12:03 PM
Q4 2018 71 $324M +$55.4M -$5.74M +$49.7M AGG, IVV, IXUS, MUB, IJH 13F-HR 1/14/2019, 10:32 AM
Q3 2018 69 $305M +$18.7M -$3.42M +$15.3M AGG, IVV, IXUS, IJH, REET 13F-HR 10/4/2018, 08:49 AM
Q2 2018 65 $288M +$29M -$5.86M +$23.1M AGG, IVV, IXUS, REET, IJH 13F-HR 7/26/2018, 01:59 PM
Q1 2018 61 $254M +$26.3M -$10.9M +$15.4M AGG, IVV, IXUS, MUB, IVW 13F-HR 4/5/2018, 11:27 AM
Q4 2017 59 $245M +$24.6M -$4.08M +$20.6M AGG, IVV, IXUS, IVW, MUB 13F-HR 1/24/2018, 04:03 PM
Q3 2017 53 $218M $0 $0 AGG, IVV, IXUS, IVW, MUB 13F-HR 10/12/2017, 10:05 AM