Notify me when RE Dickinson Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 304 | $20,015 | $0 | $0 | $0 | BDVG, IRET | Restatement | 13 Feb 2025, 13:54 |
| Q3 2024 | 241 | $177,437,144 | +$3,946,500 | -$2,882,572 | +$1,063,928 | SCHG, VEA, VWO, IVV, IWD | 13F-HR | 13 Nov 2024, 14:31 |
| Q2 2024 | 230 | $164,529,030 | +$9,179,411 | -$6,548,840 | +$2,630,571 | SCHG, VEA, VWO, IVV, IWD | 13F-HR | 09 Aug 2024, 12:00 |
| Q1 2024 | 213 | $159,831,000 | +$32,171,862 | -$29,758,042 | +$2,413,820 | SCHG, VEA, VWO, IVV, IWD | 13F-HR | 08 May 2024, 12:25 |
| Q4 2023 | 226 | $150,322,000 | +$4,056,927 | -$9,305,020 | -$5,248,093 | SCHG, VEA, VWO, SCHD, SCHP | 13F-HR | 13 Feb 2024, 10:39 |
| Q3 2023 | 264 | $142,503,000 | +$5,046,649 | -$128,973,509 | -$123,926,860 | SCHG, VEA, VWO, SCHD, SCHP | 13F-HR | 14 Nov 2023, 12:24 |
| Q2 2023 | 382 | $272,310,000 | +$12,028,651 | -$44,067,971 | -$32,039,320 | SCHG, VEA, VWO, SCHWAB 1000 INDEX, CION ARES DIVERSIFIED CREDIT A | 13F-HR | 14 Aug 2023, 10:16 |
| Q1 2023 | 401 | $296,041,000 | +$89,681,447 | -$44,658,214 | +$45,023,233 | BLACKSTONE REAL ESTATE INCOME TRUST CLASS D, SCHG, VEA, VWO, SCHWAB 1000 INDEX | Restatement | 10 May 2023, 09:23 |
| Q4 2022 | 383 | $242,089,000 | +$120,768,365 | -$6,868,014 | +$113,900,351 | VEA, SCHP, SCHWAB 1000 INDEX, APOLLO DIVERSIFIED RE FD CL A, VWO | 13F-HR | 31 Jan 2023, 11:01 |
| Q3 2022 | 258 | $120,810,000 | +$9,482,838 | -$4,259,170 | +$5,223,668 | SCHP, VEA, VWO, SCHM, SCHV | 13F-HR | 02 Nov 2022, 13:35 |
| Q2 2022 | 285 | $124,393,073 | +$8,752,264 | -$6,640,946 | +$2,111,318 | VEA, SCHP, VWO, SCHM, SCHV | 13F-HR | 11 Aug 2022, 12:29 |
| Q1 2022 | 279 | $146,594,000 | +$47,875,929 | -$25,845,821 | +$22,030,108 | VEA, SCHP, VWO, SCHM, SCHV | Restatement | 17 Aug 2022, 12:12 |
| Q1 2022 | 303 | $147,668,961 | +$48,411,387 | -$25,818,845 | +$22,592,542 | VEA, SCHP, VWO, SCHM, SCHV | Restatement | 09 May 2022, 16:48 |
| Q4 2021 | 291 | $131,746,000 | $0 | $0 | $0 | SCHP, IVV, SCHM, VWO, UNP | 13F-HR | 14 Feb 2022, 12:29 |