Annapolis Financial Services, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$338M
Signature - Title
William James Hufnell - Managing Member and CCO
Location
Annapolis, MD
Summary
This page shows a list of all the recent 13F filings made by Annapolis Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Annapolis Financial Services, LLC reported 468 stock holdings with total value $338M as of Q3 2024. Top holdings included AVDE, VO, VTV, VTI, and MGC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 468 $338M +$15.3M -$7.29M +$8.04M AVDE, VO, VTV, VTI, MGC 13F-HR 10/16/2024, 01:33 PM
Q2 2024 363 $309M +$16.5M -$9.37M +$7.17M AVDE, VTV, VTI, VO, VEA 13F-HR 7/17/2024, 04:35 PM
Q1 2024 355 $304M +$8.4M -$119M -$111M AVDE, VTV, VTI, VEA, VO 13F-HR 4/17/2024, 04:32 PM
Q4 2023 465 $399M +$48.8M -$28.7M +$20.1M AVDE, DFAU, VTV, VO, VTI 13F-HR 1/31/2024, 08:00 PM
Q3 2023 480 $346M +$15.2M -$7.05M +$8.12M DFAU, AVDE, VTV, VEA, VTI 13F-HR 10/30/2023, 04:07 PM
Q2 2023 487 $351M +$19.4M -$8.71M +$10.6M DFAU, VTV, VEA, AVDE, VTI 13F-HR 7/18/2023, 04:45 PM
Q1 2023 451 $330M +$22.2M -$13.6M +$8.59M DFAU, VTV, VEA, VTI, AVDE 13F-HR 4/17/2023, 04:28 PM
Q4 2022 434 $309M +$32.9M -$19M +$13.9M VTV, VEA, VTI, DFAU, VCSH 13F-HR 1/20/2023, 05:39 PM
Q3 2022 501 $272M +$23.7M -$7.68M +$16M VTV, VEA, VTI, VMBS, VCSH 13F-HR 10/21/2022, 09:39 PM
Q2 2022 432 $275M +$23.9M -$16.3M +$7.66M VTV, VMBS, VEA, VTI, VCSH 13F-HR 7/22/2022, 01:42 PM
Q1 2022 450 $308M +$14.2M -$12.9M +$1.26M VTV, VEA, VCSH, VTI, VMBS 13F-HR 4/28/2022, 07:41 PM
Q4 2021 456 $322M +$16.5M -$8.6M +$7.87M VTV, VEA, VCSH, VTI, VMBS 13F-HR 2/11/2022, 12:20 PM
Q3 2021 437 $301M +$11.4M -$4.55M +$6.82M VTV, VEA, VMBS, VCSH, VTI 13F-HR 11/9/2021, 03:14 PM
Q2 2021 412 $298M +$15.6M -$2.93M +$12.7M VTV, VEA, VMBS, VTI, VCSH 13F-HR 8/3/2021, 08:55 PM
Q1 2021 407 $273M +$5.03M -$2.86M +$2.17M VTV, VEA, VMBS, VCSH, VTI 13F-HR 5/6/2021, 11:43 AM
Q4 2020 401 $257M $0 $0 VEA, VMBS, VTV, VCSH, VTI 13F-HR 2/10/2021, 08:18 PM