Fiduciary Planning LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$295M
Signature - Title
Alan Gilmore - Attorney
Location
Englewood, FL
Summary
This page shows a list of all the recent 13F filings made by Fiduciary Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fiduciary Planning LLC reported 61 stock holdings with total value $295M as of Q3 2024. Top holdings included DGRW, FFEB, VTIP, VRIG, and HSRT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 61 $295M +$16.1M -$9.15M +$6.98M DGRW, FFEB, VTIP, VRIG, HSRT 13F-HR 10/22/2024, 11:15 AM
Q2 2024 60 $279M +$46.5M -$34.7M +$11.8M DGRW, FFEB, VTIP, VRIG, HSRT 13F-HR 8/6/2024, 09:01 PM
Q1 2024 56 $264M +$16.8M -$3.58M +$13.2M DGRW, EQWL, FFEB, VRIG, VTIP 13F-HR 4/29/2024, 10:36 AM
Q4 2023 53 $235M +$161M -$147M +$13.1M DGRW, EQWL, FFEB, HSRT, VRIG 13F-HR 1/25/2024, 11:49 AM
Q3 2023 61 $212M +$86.4M -$84.3M +$2.11M ACIO, JUCY, DRSK, IDUB, DUBS 13F-HR 10/26/2023, 04:07 PM
Q2 2023 43 $217M +$17.3M -$14.5M +$2.89M DRSK, JUCY, ACIO, OSCV, ADME 13F-HR 8/3/2023, 09:17 PM
Q1 2023 42 $211M +$8.31M -$9.05M -$737K DRSK, ACIO, JUCY, ADME, OSCV 13F-HR 5/1/2023, 05:13 PM
Q4 2022 42 $206M +$55.4M -$52.7M +$2.72M DRSK, JUCY, ACIO, ADME, OSCV 13F-HR 2/6/2023, 06:39 PM
Q3 2022 38 $195M +$3.76M -$517K +$3.24M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 11/14/2022, 01:46 PM
Q2 2022 39 $202M +$43.3M -$3.06M +$40.2M DRSK, ACIO, ADME, IDUB, OSCV 13F-HR 9/30/2022, 02:44 PM
Q1 2022 38 $182M +$17.3M -$6.08M +$11.2M DRSK, ACIO, ADME, OSCV, SPLG 13F-HR 5/11/2022, 11:40 AM
Q4 2021 48 $178M +$10.7M -$32.5M -$21.8M DRSK, ACIO, ADME, OSCV, SPLG 13F-HR 2/8/2022, 11:28 AM
Q3 2021 67 $188M +$81.4M -$6.8M +$74.6M DRSK, ACIO, ADME, OSCV, SPLG 13F-HR 11/9/2021, 01:18 PM
Q2 2021 61 $116M +$81.5M -$34.1M +$47.4M DRSK, ADME, ACIO, SPDW, OSCV 13F-HR 8/6/2021, 01:21 PM
Q1 2021 261 $66.2M +$17.1M -$23.1M -$5.96M XLP, AAPL, MSFT, ARKK, ALK Restatement 5/24/2021, 01:02 PM
Q4 2020 236 $70.9M +$18.1M -$14.4M +$3.74M VDC, AAPL, MSFT, ITB, UPS 13F-HR 2/10/2021, 01:14 PM
Q3 2020 192 $60.6M +$20.6M -$4.73M +$15.8M AGG, AAPL, MSFT, SHY, UPS 13F-HR 10/27/2020, 01:49 PM
Q2 2020 33 $43M +$23.6M -$37.2M -$13.6M AGG, AAPL, MSFT, JNJ, AMZN 13F-HR 8/24/2020, 03:25 PM
Q1 2020 36 $53.3M +$23.9M -$69.8M -$45.9M USMV, QQQ, PFF, LQD, VCIT 13F-HR 5/8/2020, 04:34 PM
Q4 2019 61 $108M $0 $0 QQQ, USMV, AGG, SMMV, MBB 13F-HR 2/14/2020, 02:41 PM