Citadel Investment Advisory, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$218M
Signature - Title
Kurt T Liedtke - President
Location
Chesterland, OH
Summary
This page shows a list of all the recent 13F filings made by Citadel Investment Advisory, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Citadel Investment Advisory, Inc. reported 82 stock holdings with total value $218M as of Q3 2025. Top holdings included BRKB, MKL, GOOGL, MSFT, and IPMLF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 82 $218M +$883K -$2.71M -$1.82M BRKB, MKL, GOOGL, MSFT, IPMLF 13F-HR 10/21/2025, 04:46 PM
Q2 2025 83 $205M +$1.11M -$8.41M -$7.3M BRKB, MKL, GOOGL, MSFT, PM 13F-HR 8/5/2025, 11:17 AM
Q1 2025 82 $204M +$1.01M -$404K +$607K BRKB, MKL, GOOGL, PM, MSFT 13F-HR 4/17/2025, 11:42 AM
Q4 2024 82 $192M +$4.24M -$895K +$3.34M BRKB, MKL, GOOGL, MSFT, GOOG 13F-HR 1/24/2025, 01:02 PM
Q3 2024 81 $190M +$2.51M -$1.47M +$1.04M BRKB, MKL, GOOGL, MSFT, GOOG 13F-HR 10/16/2024, 12:37 PM
Q2 2024 82 $176M +$2.72K -$1.23M -$1.23M BRKB, MKL, GOOGL, MSFT, GOOG 13F-HR 7/15/2024, 09:42 AM
Q1 2024 82 $177M +$202K -$1.26M -$1.06M BRKB, MKL, GOOGL, MSFT, GOOG 13F-HR 4/17/2024, 12:26 PM
Q4 2023 82 $162M +$195K -$652K -$458K BRKB, MKL, GOOGL, MSFT, GOOG 13F-HR 1/23/2024, 09:50 AM
Q3 2023 81 $153M +$3.8M -$190K +$3.61M BRKB, MKL, GOOGL, MSFT, GOOG 13F-HR 10/31/2023, 01:12 PM
Q2 2023 80 $155M +$870K -$2.44B -$2.44B BRKB, MKL, GOOGL, MSFT, JNJ 13F-HR 7/11/2023, 01:52 PM
Q1 2023 79 $147M +$59.1K -$2.04M -$1.98M BRKB, MKL, GOOGL, MSFT, PM 13F-HR 5/1/2023, 03:47 PM
Q4 2022 79 $146M +$278K -$1.88M -$1.6M BRKB, MKL, GOOGL, JNJ, PM 13F-HR 1/18/2023, 01:12 PM
Q3 2022 78 $131M +$9.51M -$2.65M +$6.86M BRKB, MKL, GOOGL, JNJ, MSFT 13F-HR 10/20/2022, 05:19 PM
Q2 2022 80 $145M +$2.45M -$6.4M -$3.95M BRKB, MKL, GOOGL, IPMLF, JNJ 13F-HR 8/2/2022, 02:38 PM
Q1 2022 80 $117M +$3.94M -$1.37M +$2.58M GOOGL, IPMLF, MSFT, JNJ, GOOG 13F-HR 5/12/2022, 10:23 AM
Q4 2021 75 $171M +$1.29M -$845K +$449K BRKB, MKL, GOOGL, MSFT, GOOG 13F-HR 1/27/2022, 02:36 PM
Q3 2021 74 $161M +$2.24M -$86.1K +$2.15M BRKB, MKL, GOOGL, IPMLF, MSFT 13F-HR 11/2/2021, 02:39 PM
Q2 2021 74 $162M +$2.91M -$3.59M -$678K BRKB, MKL, GOOGL, IPMLF, DIS 13F-HR 8/10/2021, 02:14 PM
Q1 2021 74 $153M +$2.74M -$351K +$2.39M BRKB, MKL, IPMLF, GOOGL, DIS 13F-HR 4/20/2021, 10:20 AM
Q4 2020 72 $140M $0 $0 BRKB, MKL, IPMLF, GOOGL, DIS 13F-HR 1/29/2021, 11:34 AM