13F Filings History of DMC Group, LLC

Latest 13F report
Q3 2025 - 29 Oct 2025
Value $
$144M
Signature - Title
Donnie Carlson - CCO
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by DMC Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DMC Group, LLC reported 142 stock holdings with total value $144M as of Q3 2025. Top holdings included AAPL, AGG, MSFT, IGSB, and PLTR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 142 $144M +$13.2M -$4.54M +$8.68M AAPL, AGG, MSFT, IGSB, PLTR 13F-HR 29 Oct 2025, 10:13
Q2 2025 126 $129M +$12.4M -$14.8M -$2.46M AAPL, AGG, MSFT, IGSB, META 13F-HR 23 Jul 2025, 12:44
Q1 2025 126 $123M +$12.9M -$11.4M +$1.49M AAPL, AGG, UCB, MSFT, IGIB 13F-HR 30 Apr 2025, 15:45
Q4 2024 129 $123M +$8.99M -$7.82M +$1.18M AAPL, AGG, MSFT, META, IGIB 13F-HR 23 Jan 2025, 13:05
Q3 2024 132 $124M +$10.6M -$8.5M +$2.09M AAPL, AGG, MSFT, IGIB, META 13F-HR 18 Oct 2024, 15:16
Q2 2024 120 $117M +$5.7M -$5.95M -$245K AAPL, AGG, MSFT, META, IGIB 13F-HR 16 Jul 2024, 16:22
Q1 2024 123 $116M +$7.51M -$2.65M +$4.85M AAPL, AGG, MSFT, META, IGIB 13F-HR 19 Apr 2024, 13:02
Q4 2023 123 $106M +$6.82M -$9.45M -$2.63M AAPL, AGG, MSFT, IGSB, IGIB 13F-HR 10 Jan 2024, 14:27
Q3 2023 118 $98.7M +$8.21M -$4.89M +$3.32M AAPL, AGG, MSFT, IGSB, BKLN 13F-HR 26 Oct 2023, 09:02
Q2 2023 117 $100M +$3.11M -$5.19M -$2.09M AAPL, AGG, MSFT, TIP, BKLN 13F-HR 13 Jul 2023, 10:04
Q1 2023 121 $99M +$12.9M -$10.4M +$2.53M AAPL, AGG, MSFT, TIP, BKLN Restatement 24 Apr 2023, 11:38
Q4 2022 114 $88.6M +$5.91M -$2.57M +$3.34M AAPL, AGG, MSFT, TIP, BKLN 13F-HR 06 Feb 2023, 20:00
Q3 2022 105 $82.8M +$5.86M -$3.6M +$2.26M AAPL, AGG, MSFT, TIP, FLOT 13F-HR 27 Oct 2022, 15:04
Q2 2022 104 $84.5M +$7.18M -$2.43M +$4.75M AAPL, AGG, MSFT, TIP, GOOGL 13F-HR 09 Aug 2022, 13:15
Q1 2022 104 $88.4M +$1.36M -$23.7M -$22.3M AAPL, AGG, MSFT, TIP, GOOGL 13F-HR 25 Apr 2022, 14:42
Q4 2021 130 $105M $0 $0 AAPL, AGG, MSFT, IGOV, TIP 13F-HR 31 Jan 2022, 13:56