Fullen Financial Group

13F Filings History

Latest 13F report
Q1 2023 - May 30, 2023
Value $
$185M
Signature - Title
Kelsey Fogel - Client Service Administrator
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Fullen Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fullen Financial Group reported 59 stock holdings with total value $185M as of Q1 2023. Top holdings included BIV, VEU, BSV, VB, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 59 $185M +$12.6M -$821K +$11.8M BIV, VEU, BSV, VB, VTV 13F-HR 5/30/2023, 02:09 PM
Q4 2022 59 $176M +$7.96M -$1.08M +$6.87M BIV, VEU, BSV, VB, IGSB 13F-HR 2/13/2023, 09:09 AM
Q3 2022 58 $156M +$5M -$694K +$4.3M BIV, VEU, BSV, VB, IGSB 13F-HR 11/10/2022, 10:10 AM
Q2 2022 56 $155M +$4.37M -$1.6M +$2.77M BIV, VEU, IGSB, BSV, VB 13F-HR 7/26/2022, 12:31 PM
Q1 2022 61 $171M +$2.91M -$1.38M +$1.53M BIV, VEU, IGSB, BSV, VB 13F-HR 4/28/2022, 12:06 PM
Q4 2021 60 $179M +$2.04M -$767K +$1.27M BIV, VEU, BSV, IGSB, VB 13F-HR 1/27/2022, 08:50 AM
Q3 2021 58 $175M +$7.46M -$1.32M +$6.13M BIV, VEU, BSV, IGSB, VB 13F-HR 12/6/2021, 09:13 AM
Q2 2021 60 $170M +$10M -$987K +$9.06M BIV, VEU, BSV, IGSB, VB 13F-HR 7/26/2021, 11:43 AM
Q1 2021 58 $156M +$5.51M -$2.14M +$3.37M BIV, VEU, IGSB, VB, BSV 13F-HR 5/19/2021, 05:10 PM
Q4 2020 56 $147M +$3.94M -$1.52M +$2.42M BIV, VEU, IGSB, VB, VTV 13F-HR 1/26/2021, 04:30 PM
Q3 2020 55 $131M +$5.71M -$215K +$5.5M BIV, IGSB, VEU, VB, VTV 13F-HR 10/14/2020, 03:14 PM
Q2 2020 51 $121M $0 $0 BIV, IGSB, VEU, VB, VTV 13F-HR 9/30/2020, 09:03 AM