Goepper Burkhardt LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$242M
Signature - Title
Bland Burkhardt - Chief Compliance Officer
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Goepper Burkhardt LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goepper Burkhardt LLC reported 82 stock holdings with total value $242M as of Q3 2024. Top holdings included SCHG, SCHB, VIG, SCHV, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 82 $242M +$12.5M -$4.71M +$7.8M SCHG, SCHB, VIG, SCHV, SCHD 13F-HR 11/12/2024, 03:32 PM
Q2 2024 79 $221M +$5.3M -$2.7M +$2.59M SCHG, SCHB, VIG, SCHV, SCHD 13F-HR 8/13/2024, 04:57 PM
Q1 2024 81 $215M +$14.3M -$5.54M +$8.78M SCHG, SCHB, VIG, SCHV, SCHD 13F-HR 5/13/2024, 03:55 PM
Q4 2023 79 $198M +$23.7M -$7.9M +$15.8M SCHG, VIG, SCHB, SCHV, SCHD 13F-HR 2/12/2024, 10:45 AM
Q3 2023 67 $164M +$5.85M -$1.87M +$3.98M SCHG, VIG, SCHB, SCHV, VHT 13F-HR 11/13/2023, 12:26 PM
Q2 2023 67 $164M +$4.71M -$627K +$4.09M SCHG, VIG, SCHB, SCHV, AAPL 13F-HR 8/16/2023, 11:34 AM
Q1 2023 65 $153M +$6.68M -$2.49M +$4.19M SCHG, VIG, SCHB, SCHV, VHT 13F-HR 5/12/2023, 11:36 AM
Q4 2022 64 $143M +$9.64M -$9.81M -$169K VIG, SCHB, SCHG, SCHV, VHT 13F-HR 2/15/2023, 09:20 AM
Q3 2022 57 $134M +$2.52M -$3.97M -$1.46M SCHB, SCHG, VIG, SCHV, VHT 13F-HR 11/14/2022, 10:18 AM
Q2 2022 62 $142M +$2.61M -$3.9M -$1.29M SCHB, VIG, SCHG, SCHV, VHT Restatement 8/26/2022, 01:49 PM
Q1 2022 67 $165M +$27.1M -$1.94M +$25.1M SCHG, SCHB, VIG, SCHV, VOT Restatement 4/22/2022, 09:49 AM
Q4 2021 68 $168M +$5.7M -$6.33M -$630K SCHG, SCHB, VIG, SCHV, VOT 13F-HR 1/21/2022, 01:40 PM
Q3 2021 63 $157M +$974K -$2.03M -$1.05M SCHB, SCHG, VIG, SCHV, VOT 13F-HR 10/28/2021, 04:13 PM
Q2 2021 64 $158M +$4.63M -$2.05M +$2.59M SCHB, SCHG, VIG, SCHV, VOT 13F-HR 7/28/2021, 04:41 PM
Q1 2021 63 $147M +$7.29M -$2.6M +$4.69M SCHB, VIG, SCHG, SCHV, VOT 13F-HR 5/11/2021, 05:02 PM
Q4 2020 59 $138M $0 $0 SCHB, SCHG, VIG, SCHV, VOT 13F-HR 2/8/2021, 01:56 PM