Notify me when FINANCIAL MANAGEMENT NETWORK INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 186 | $631,963,629 | +$26,320,573 | -$11,800,119 | +$14,520,454 | IVV, MOAT, AVUV, IJH, IJR | 13F-HR | 08 Jan 2026, 13:36 |
| Q3 2025 | 186 | $606,400,836 | +$38,813,755 | -$23,979,192 | +$14,834,563 | IVV, MOAT, IJH, AVUV, IJR | 13F-HR | 28 Oct 2025, 19:57 |
| Q2 2025 | 176 | $558,105,289 | +$42,450,281 | -$13,845,350 | +$28,604,931 | IVV, MOAT, IJH, IJR, SMOT | 13F-HR | 09 Jul 2025, 18:30 |
| Q1 2025 | 153 | $444,359,177 | +$39,886,775 | -$14,195,042 | +$25,691,733 | IVV, MOAT, IJH, SMOT, IJR | 13F-HR | 07 May 2025, 15:32 |
| Q4 2024 | 160 | $481,094,999 | +$35,261,049 | -$33,604,687 | +$1,656,362 | IVV, MOAT, IJH, SMOT, AAPL | 13F-HR | 31 Jan 2025, 17:39 |
| Q3 2024 | 172 | $477,123,640 | +$53,933,124 | -$11,981,520 | +$41,951,604 | MOAT, IVV, SMOT, IJH, GCOW | 13F-HR | 23 Oct 2024, 15:45 |
| Q2 2024 | 149 | $414,307,819 | +$44,499,414 | -$29,556,423 | +$14,942,991 | MOAT, IVV, SMOT, IJH, GCOW | 13F-HR | 22 Jul 2024, 14:02 |
| Q1 2024 | 154 | $396,758,745 | +$55,084,322 | -$10,033,905 | +$45,050,417 | MOAT, IVV, CALF, SMOT, GCOW | 13F-HR | 22 Apr 2024, 14:47 |
| Q4 2023 | 136 | $342,557,144 | +$30,958,992 | -$19,001,061 | +$11,957,931 | MOAT, IVV, CALF, GCOW, SMOT | 13F-HR | 22 Jan 2024, 16:37 |
| Q3 2023 | 145 | $302,057,353 | +$35,560,018 | -$6,706,918 | +$28,853,100 | MOAT, IVV, IJH, GCOW, SMOT | 13F-HR | 23 Oct 2023, 19:00 |
| Q2 2023 | 140 | $286,900,659 | +$27,410,526 | -$7,260,554 | +$20,149,972 | MOAT, IVV, IJH, AAPL, GCOW | 13F-HR | 28 Jul 2023, 10:32 |
| Q1 2023 | 126 | $249,022,892 | +$28,405,180 | -$17,148,834 | +$11,256,346 | MOAT, IVV, IJH, AAPL, GCOW | 13F-HR | 21 Apr 2023, 13:23 |
| Q4 2022 | 131 | $224,828,795 | +$28,450,488 | -$10,132,204 | +$18,318,284 | MOAT, IVV, IJH, VHT, IJR | 13F-HR | 09 Feb 2023, 17:41 |
| Q3 2022 | 132 | $202,157,000 | +$24,820,790 | -$3,564,713 | +$21,256,077 | MOAT, IVV, IJH, AAPL, IJR | 13F-HR | 03 Nov 2022, 15:29 |
| Q2 2022 | 123 | $188,052,000 | +$32,592,454 | -$5,339,384 | +$27,253,070 | MOAT, IVV, IJH, AAPL, VHT | 13F-HR | 11 Jul 2022, 17:14 |
| Q1 2022 | 115 | $196,883,000 | +$10,553,325 | -$23,023,555 | -$12,470,230 | MOAT, IVV, AAPL, IJH, VHT | 13F-HR | 21 Apr 2022, 15:35 |
| Q4 2021 | 130 | $217,656,000 | +$11,146,738 | -$7,693,574 | +$3,453,164 | MOAT, IVV, IJH, AAPL, VHT | 13F-HR | 19 Jan 2022, 14:41 |
| Q3 2021 | 128 | $196,976,000 | +$8,209,670 | -$3,639,806 | +$4,569,864 | MOAT, IVV, IJH, AAPL, VHT | 13F-HR | 13 Oct 2021, 14:37 |
| Q2 2021 | 124 | $195,178,000 | +$7,082,690 | -$10,114,013 | -$3,031,323 | MOAT, IVV, IJH, AAPL, VHT | 13F-HR | 20 Jul 2021, 12:16 |
| Q1 2021 | 126 | $192,586,000 | +$28,394,144 | -$8,661,200 | +$19,732,944 | MOAT, IVV, IJH, AAPL, VHT | 13F-HR | 06 May 2021, 15:50 |
| Q4 2020 | 109 | $159,865,000 | $0 | $0 | $0 | MOAT, IVV, IJH, AAPL, VHT | 13F-HR | 08 Feb 2021, 15:07 |