Bedel Financial Consulting, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$709M
Signature - Title
Lonny Elfenbein - Chief Compliance Officer
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Bedel Financial Consulting, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bedel Financial Consulting, Inc. reported 258 stock holdings with total value $709M as of Q3 2024. Top holdings included LLY, DFAI, VTEB, AAPL, and DFAE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 258 $709M +$16.5M -$5.75M +$10.8M LLY, DFAI, VTEB, AAPL, DFAE 13F-HR 11/12/2024, 02:16 PM
Q2 2024 250 $682M +$10.3M -$8.38M +$1.9M LLY, DFAI, VTEB, AAPL, MSFT 13F-HR 8/5/2024, 01:51 PM
Q1 2024 252 $637M +$12.6M -$3.57M +$9.04M LLY, DFAI, VTEB, MSFT, AAPL 13F-HR 5/7/2024, 03:55 PM
Q4 2023 244 $545M +$15.1M -$7.42M +$7.69M LLY, VTEB, DFAI, AAPL, MSFT Restatement 2/13/2024, 04:04 PM
Q3 2023 235 $494M +$11.2M -$4.36M +$6.87M LLY, VTEB, DFAI, AAPL, DFAE 13F-HR 2/8/2024, 01:18 PM
Q2 2023 240 $479M +$44.5M -$29.9M +$14.6M LLY, VTEB, DFAI, AAPL, EFG 13F-HR 8/10/2023, 11:01 AM
Q1 2023 225 $411M +$11.2M -$8.7M +$2.49M LLY, VTEB, VNLA, AAPL, TOTL 13F-HR 5/2/2023, 02:09 PM
Q4 2022 226 $402M +$24.8M -$3.99M +$20.8M LLY, VTEB, VNLA, AAPL, TOTL 13F-HR 2/7/2023, 04:17 PM
Q3 2022 212 $358M +$32.5M -$8.91M +$23.6M LLY, VTEB, VNLA, AAPL, TOTL 13F-HR 11/8/2022, 03:18 PM
Q2 2022 195 $342M +$71M -$33.5M +$37.5M LLY, VTEB, VNLA, TOTL, AAPL 13F-HR 8/4/2022, 10:06 AM
Q1 2022 960 $318M +$8.14M -$5.23M +$2.91M LLY, VNLA, AAPL, MSFT, PAPR 13F-HR 4/19/2022, 03:31 PM
Q4 2021 1,001 $321M +$6.99M -$6.45M +$539K LLY, VNLA, AAPL, MSFT, PAPR 13F-HR 1/11/2022, 10:32 AM
Q3 2021 979 $291M +$6.16M -$1.88M +$4.27M LLY, VNLA, AAPL, MSFT, PAPR 13F-HR 10/12/2021, 10:46 AM
Q2 2021 965 $287M +$9.66M -$4.56M +$5.1M LLY, VNLA, AAPL, MSFT, PAPR 13F-HR 8/3/2021, 10:46 AM
Q1 2021 926 $258M +$33.2M -$14.6M +$18.6M LLY, VNLA, AAPL, MSFT, PAPR 13F-HR 4/26/2021, 04:21 PM
Q4 2020 831 $225M +$7.64M -$3.79M +$3.85M LLY, GOVT, AAPL, VNLA, PAPR 13F-HR 2/2/2021, 03:40 PM
Q3 2020 809 $200M +$20.7M -$2.73M +$18M LLY, GOVT, VNLA, AAPL, PAPR 13F-HR 10/20/2020, 11:10 AM
Q2 2020 779 $185M +$14.5M -$7.6M +$6.91M LLY, GOVT, PAPR, AAPL, MSFT 13F-HR 7/14/2020, 09:54 AM
Q1 2020 798 $151M +$5.38M -$6.65M -$1.27M LLY, PAPR, MSFT, AAPL, BRKB 13F-HR 5/6/2020, 11:03 AM
Q4 2019 759 $176M +$2.42M -$8.05M -$5.63M LLY, PAPR, AAPL, MSFT, BRKB 13F-HR 1/28/2020, 09:03 AM
Q3 2019 746 $166M +$2.58M -$2.43M +$149K LLY, PAPR, MSFT, AAPL, BRKB 13F-HR 10/9/2019, 02:57 PM
Q2 2019 715 $165M +$13.2M -$2.55M +$10.7M LLY, PAPR, MSFT, BRKB, AAPL 13F-HR 8/1/2019, 02:53 PM
Q1 2019 700 $157M +$3M -$1.5M +$1.5M LLY, MSFT, BRKB, AAPL, JPM 13F-HR 5/2/2019, 12:06 PM
Q4 2018 678 $139M +$3.65M -$5.67M -$2.03M LLY, BRKB, MSFT, AAPL, JPM 13F-HR 1/28/2019, 05:11 PM
Q3 2018 674 $150M +$4.45M -$2.65M +$1.81M LLY, BRKB, AAPL, MSFT, JPM 13F-HR 11/1/2018, 12:35 PM
Q2 2018 677 $136M +$5.09M -$5.16M -$69K LLY, MSFT, AAPL, BRKB, JPM 13F-HR 7/18/2018, 04:51 PM
Q1 2018 675 $132M +$28.6M -$3.41M +$25.2M LLY, JPM, BRKB, MSFT, AAPL 13F-HR 5/3/2018, 03:21 PM
Q4 2017 132 $111M $0 $0 LLY, BRKB, JPM, AAPL, MSFT 13F-HR 2/6/2018, 11:45 AM