13F Filings History of Annapolis Financial Services, LLC

Latest 13F report
Q3 2024 - 16 Oct 2024
Value $
$337,770,188
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 $337,770,188 as of Q3 2024. Top holdings included AVDE, VO, VTV, VTI, and MGC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 468 $337,770,188 +$15,323,669 -$7,286,193 +$8,037,476 AVDE, VO, VTV, VTI, MGC 13F-HR 16 Oct 2024, 13:33
Q2 2024 363 $308,666,085 +$16,538,728 -$9,370,719 +$7,168,009 AVDE, VTV, VTI, VO, VEA 13F-HR 17 Jul 2024, 16:35
Q1 2024 355 $303,685,512 +$8,398,066 -$119,402,633 -$111,004,567 AVDE, VTV, VTI, VEA, VO 13F-HR 17 Apr 2024, 16:32
Q4 2023 465 $399,219,431 +$48,836,733 -$28,725,407 +$20,111,326 AVDE, DFAU, VTV, VO, VTI 13F-HR 31 Jan 2024, 20:00
Q3 2023 480 $346,281,018 +$15,170,629 -$7,051,229 +$8,119,400 DFAU, AVDE, VTV, VEA, VTI 13F-HR 30 Oct 2023, 16:07
Q2 2023 487 $351,036,605 +$19,356,778 -$8,708,528 +$10,648,250 DFAU, VTV, VEA, AVDE, VTI 13F-HR 18 Jul 2023, 16:45
Q1 2023 451 $329,568,790 +$22,153,737 -$13,564,799 +$8,588,938 DFAU, VTV, VEA, VTI, AVDE 13F-HR 17 Apr 2023, 16:28
Q4 2022 434 $308,548,583 +$32,929,652 -$19,022,408 +$13,907,244 VTV, VEA, VTI, DFAU, VCSH 13F-HR 20 Jan 2023, 17:39
Q3 2022 501 $272,393,000 +$23,656,005 -$7,680,930 +$15,975,075 VTV, VEA, VTI, VMBS, VCSH 13F-HR 21 Oct 2022, 21:39
Q2 2022 432 $275,467,000 +$23,916,840 -$16,259,533 +$7,657,307 VTV, VMBS, VEA, VTI, VCSH 13F-HR 22 Jul 2022, 13:42
Q1 2022 450 $307,508,000 +$14,212,661 -$12,948,700 +$1,263,961 VTV, VEA, VCSH, VTI, VMBS 13F-HR 28 Apr 2022, 19:41
Q4 2021 456 $321,723,000 +$16,475,052 -$8,601,172 +$7,873,880 VTV, VEA, VCSH, VTI, VMBS 13F-HR 11 Feb 2022, 12:20
Q3 2021 437 $301,226,000 +$11,373,828 -$4,552,162 +$6,821,666 VTV, VEA, VMBS, VCSH, VTI 13F-HR 09 Nov 2021, 15:14
Q2 2021 412 $298,104,000 +$15,592,173 -$2,931,108 +$12,661,065 VTV, VEA, VMBS, VTI, VCSH 13F-HR 03 Aug 2021, 20:55
Q1 2021 407 $273,234,000 +$5,025,646 -$2,855,248 +$2,170,398 VTV, VEA, VMBS, VCSH, VTI 13F-HR 06 May 2021, 11:43
Q4 2020 401 $257,105,000 $0 $0 $0 VEA, VMBS, VTV, VCSH, VTI 13F-HR 10 Feb 2021, 20:18