13F Filings History of DWM Financial Group, Inc.

Latest 13F report
Q4 2020 - 12 Feb 2021
Value $
$73,441,000
Signature - Title
Brett Detterbeck - CCO
Location
Palatine, IL
Summary
This page shows a list of all the recent 13F filings made by DWM Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DWM Financial Group, Inc. reported 17 stock holdings with total value $73,441,000 as of Q4 2020. Top holdings included JPIN, PRFZ, SCHP, JHMM, and ARKK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2020 17 $73,441,000 +$6,029,166 -$1,960,394 +$4,068,772 JPIN, PRFZ, SCHP, JHMM, ARKK 13F-HR 12 Feb 2021, 15:53
Q3 2020 17 $64,021,000 +$10,187,658 -$14,976,972 -$4,789,314 SCHP, JPIN, PRFZ, JHMM, IAU 13F-HR 06 Nov 2020, 14:57
Q2 2020 19 $67,072,000 +$48,196,291 -$30,679,162 +$17,517,129 JPIN, PRFZ, JHMM, IAU, VGLT 13F-HR 19 Aug 2020, 11:59
Q1 2020 25 $45,511,000 +$11,920,728 -$50,043,781 -$38,123,053 JHMM, JPIN, VBK, FNDA, IAU 13F-HR 13 May 2020, 13:46
Q4 2019 31 $98,179,000 $0 $0 $0 JHMM, JPIN, FNDA, VBK, GEM 13F-HR 14 Feb 2020, 11:54