13F Filings History of MIRSKY FINANCIAL MANAGEMENT CORP.

Latest 13F report
Q4 2021 - 08 Feb 2022
Value $
$242,360,000
Signature - Title
Dave Mirsky - President
Location
Rochester, NY
Summary
This page shows a list of all the recent 13F filings made by MIRSKY FINANCIAL MANAGEMENT CORP.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MIRSKY FINANCIAL MANAGEMENT CORP. reported 54 stock holdings with total value $242,360,000 as of Q4 2021. Top holdings included AGG, IJH, IVE, IVW, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 54 $242,360,000 +$11,100,055 -$2,691,497 +$8,408,558 AGG, IJH, IVE, IVW, IEFA 13F-HR 07 Feb 2022, 20:04
Q3 2021 45 $224,146,000 +$5,125,020 -$2,869,222 +$2,255,798 AGG, IJH, IVE, IVW, IEFA 13F-HR 15 Nov 2021, 16:19
Q2 2021 46 $225,170,000 +$58,814,559 -$56,720,820 +$2,093,739 AGG, IJH, IVE, IVW, IEFA 13F-HR 10 Aug 2021, 17:17
Q1 2021 46 $215,471,000 +$15,684,409 -$1,529,717 +$14,154,692 AGG, IVE, SHY, EFAV, IJH 13F-HR 14 May 2021, 10:34
Q4 2020 39 $194,387,000 +$20,003,596 -$4,979,719 +$15,023,877 AGG, IVE, SHY, EFAV, IVW 13F-HR 04 Feb 2021, 09:48
Q3 2020 34 $176,827,000 +$5,809,885 -$752,902 +$5,056,983 AGG, SHY, IVE, EFAV, IVW 13F-HR 09 Nov 2020, 20:30
Q2 2020 33 $166,442,000 +$34,541,911 -$23,150,869 +$11,391,042 AGG, SHY, IVE, EFAV, IVW 13F-HR 31 Jul 2020, 10:06
Q1 2020 32 $141,750,000 +$15,072,223 -$5,291,577 +$9,780,646 AGG, IVE, IJH, EFAV, IVW 13F-HR 14 May 2020, 12:10
Q4 2019 35 $153,954,000 +$11,061,417 -$1,548,894 +$9,512,523 AGG, IVE, IJH, EFAV, IVW 13F-HR 10 Jan 2020, 19:21
Q3 2019 35 $139,298,000 +$12,935,953 -$7,077,917 +$5,858,036 AGG, IVE, IJH, EFAV, IVW 13F-HR 15 Oct 2019, 11:11
Q2 2019 36 $132,929,000 +$2,437,453 -$141,059 +$2,296,394 IVE, IJH, AGG, EFAV, IVW 13F-HR 30 Jul 2019, 17:39
Q1 2019 36 $128,566,000 +$15,868,274 -$10,205,061 +$5,663,213 IVE, IJH, AGG, EFAV, IVW 13F-HR 16 Apr 2019, 14:05
Q4 2018 30 $113,904,000 $0 $0 $0 IVE, AGG, IVW, IJH, EFAV 13F-HR 06 Feb 2019, 08:18