ADIRONDACK RETIREMENT SPECIALISTS, INC.

13F Filings History

Latest 13F report
Q3 2023 - Oct 24, 2023
Value $
$129M
Signature - Title
Aryn Sands - Agent
Location
Queensbury, NY
Summary
This page shows a list of all the recent 13F filings made by ADIRONDACK RETIREMENT SPECIALISTS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ADIRONDACK RETIREMENT SPECIALISTS, INC. reported 24 stock holdings with total value $129M as of Q3 2023. Top holdings included TBIL, CASH, IDT, USFR, and ESLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 24 $129M +$16.9M -$11.4M +$5.57M TBIL, CASH, IDT, USFR, ESLT 13F-HR 10/24/2023, 03:36 PM
Q2 2023 150 $127M +$16.7M -$17.2M -$461K CASH, IDT, TBIL, USFR, ESLT 13F-HR 7/27/2023, 11:35 AM
Q1 2023 165 $120M +$43.7M -$18.9M +$24.8M IDT, CASH, USFR, KKR, ESLT Restatement 4/17/2023, 04:17 PM
Q4 2022 136 $88.7M +$3.84M -$20.1M -$16.2M IDT, CWH, MC, XPEL, KKR Restatement 2/10/2023, 11:30 AM
Q3 2022 123 $104M +$13.3M -$4.47M +$8.88M IDT, CWH, XPEL, MC, HAS 13F-HR 11/7/2022, 04:54 PM
Q2 2022 16 $98M +$19.6M -$231K +$19.4M MC, IDT, CWH, HAS, XPEL 13F-HR 7/22/2022, 02:04 PM
Q1 2022 17 $55.6M $0 $0 IDT, XPEL, GWRE, ESLT, SHOP 13F-HR 4/11/2022, 08:04 PM
Q4 2021 16 $115M +$13.5M -$9.71M +$3.82M IDT, CWH, MC, KKR, SHOP 13F-HR 1/18/2022, 08:07 PM
Q3 2021 17 $108M +$23.1M -$8.75M +$14.4M MC, IDT, CWH, KKR, XPEL 13F-HR 10/14/2021, 05:41 PM
Q2 2021 16 $64.8M +$227K -$9.8M -$9.58M XPEL, SHOP, GWRE, FSLY, COST 13F-HR 7/22/2021, 01:36 PM
Q1 2021 16 $49.1M $0 $0 SHOP, GWRE, FSLY, ESLT, ABT 13F-HR 5/11/2021, 07:33 PM
Q4 2020 21 $114M $0 $0 CLCT, MC, GWRE, SHOP, FSLY 13F-HR 2/12/2021, 08:27 PM