Fort Henry Capital, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$147M
Signature - Title
Jeremy Justin Lowe - CCO
Location
Wheeling, WV
Summary
This page shows a list of all the recent 13F filings made by Fort Henry Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fort Henry Capital, LLC reported 16 stock holdings with total value $147M as of Q3 2024. Top holdings included IVV, AGG, IJR, BSV, and VNQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 16 $147M +$6.06M -$6.82M -$765K IVV, AGG, IJR, BSV, VNQ 13F-HR 10/24/2024, 05:15 PM
Q2 2024 15 $139M +$2.92M -$146K +$2.77M IVV, AGG, BSV, IJR, VNQ 13F-HR 7/18/2024, 11:12 AM
Q1 2024 15 $136M +$4.03M -$2.2M +$1.83M IVV, AGG, BSV, IJR, VNQ 13F-HR 4/19/2024, 04:50 PM
Q4 2023 14 $129M +$3.01M -$1.3M +$1.71M IVV, BSV, AGG, IJR, VNQ 13F-HR 1/22/2024, 11:28 AM
Q3 2023 15 $117M +$270K -$2.66M -$2.39M IVV, BSV, AGG, IJR, VNQ 13F-HR 10/10/2023, 04:12 PM
Q2 2023 15 $124M +$2.28M -$677K +$1.6M IVV, BSV, AGG, IJR, VNQ 13F-HR 7/25/2023, 12:00 PM
Q1 2023 15 $119M +$4.83M -$200K +$4.63M IVV, BSV, AGG, IJR, VNQ 13F-HR 4/20/2023, 02:45 PM
Q4 2022 15 $110M +$4.39M -$1.42M +$2.97M IVV, BSV, AGG, IJR, VNQ 13F-HR 1/20/2023, 01:18 PM
Q3 2022 15 $103M +$1.9M -$80.1K +$1.82M IVV, BSV, AGG, IJR, VNQ 13F-HR 10/26/2022, 10:52 AM
Q2 2022 15 $107M +$3.96M -$70.8K +$3.89M IVV, BSV, AGG, IJR, VNQ 13F-HR 7/27/2022, 12:31 PM
Q1 2022 15 $116M +$2.61M -$514K +$2.1M IVV, BSV, AGG, IJR, VNQ 13F-HR 4/27/2022, 05:10 PM
Q4 2021 13 $120M +$2.92M -$2.31M +$607K IVV, BSV, AGG, IJR, VNQ 13F-HR 1/27/2022, 02:00 PM
Q3 2021 13 $114M +$1.05M -$391K +$659K IVV, BSV, AGG, IJR, VNQ 13F-HR 10/13/2021, 03:13 PM
Q2 2021 12 $114M +$3.97M -$667K +$3.3M IVV, BSV, AGG, IJR, VNQ 13F-HR 7/14/2021, 03:29 PM
Q1 2021 9 $106M +$2.82M -$1.68M +$1.14M IVV, BSV, AGG, IJR, VNQ 13F-HR 4/19/2021, 06:54 PM
Q4 2020 11 $100M $0 $0 IVV, BSV, AGG, IJR, VNQ 13F-HR 2/8/2021, 12:21 PM