Kowal Investment Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$544M
Signature - Title
Aaron Kowal - Chief Compliance Officer
Location
Brookfield, WI
Summary
This page shows a list of all the recent 13F filings made by Kowal Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kowal Investment Group, LLC reported 200 stock holdings with total value $544M as of Q3 2024. Top holdings included FBND, BBUS, FDL, QTEC, and FBCG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 200 $544M +$78.2M -$60.6M +$17.6M FBND, BBUS, FDL, QTEC, FBCG 13F-HR 10/16/2024, 05:04 PM
Q2 2024 181 $501M +$71.8M -$29.4M +$42.4M FBND, FTCS, QTEC, FDL, FBCG 13F-HR 8/13/2024, 04:42 PM
Q1 2024 178 $463M +$29.2M -$14.5M +$14.7M FBND, FTCS, FDL, QTEC, MDY 13F-HR 4/18/2024, 12:10 PM
Q4 2023 161 $429M +$37.2M -$12.8M +$24.4M FBND, FTCS, FDL, QTEC, MDY 13F-HR 1/22/2024, 08:53 AM
Q3 2023 152 $371M +$16.9M -$8.14M +$8.8M FBND, FDL, FTCS, QTEC, MDY 13F-HR 10/25/2023, 09:00 AM
Q2 2023 158 $374M +$27.2M -$16.9M +$10.3M FBND, FTCS, FDL, QTEC, MDY 13F-HR 7/18/2023, 02:20 PM
Q1 2023 154 $353M +$63.5M -$56.2M +$7.28M FBND, FTCS, FDL, QTEC, MDY 13F-HR 4/21/2023, 02:34 PM
Q4 2022 154 $335M +$114M -$99.5M +$15M FBND, FTCS, FDL, FVD, QTEC 13F-HR 1/25/2023, 01:47 PM
Q3 2022 143 $295M +$31M -$19M +$12M FTCS, FVD, FIXD, IJR, FBND 13F-HR 11/9/2022, 12:12 PM
Q2 2022 139 $305M +$22.2M -$7.01M +$15.2M FTCS, FVD, FIXD, IJR, FPXI 13F-HR 8/12/2022, 06:56 PM
Q1 2022 126 $328M +$22.9M -$12.5M +$10.4M FTCS, FVD, FIXD, IJR, FPXI 13F-HR 4/15/2022, 02:20 PM
Q4 2021 114 $337M +$22.8M -$21.7M +$1.17M FTCS, FVD, FIXD, IJR, FPXI 13F-HR 2/11/2022, 11:59 AM
Q3 2021 900 $316M +$45.7M -$2.49M +$43.2M FTCS, FVD, FIXD, IJR, FPXI 13F-HR 11/12/2021, 02:01 PM
Q2 2021 103 $278M +$31.3M -$12.1M +$19.2M FTCS, FVD, FIXD, IJR, FPXI 13F-HR 8/12/2021, 09:09 AM
Q1 2021 96 $247M +$28.9M -$3.49M +$25.4M FTCS, FVD, FIXD, FPXI, IJR 13F-HR 5/12/2021, 07:22 AM
Q4 2020 90 $215M $0 $0 FTCS, FVD, FIXD, FPXI, IJR 13F-HR 2/18/2021, 06:18 PM