13F Filings History of DMC Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$149,912,198
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 145 stock holdings with total value $149,912,198 as of Q4 2025. Top holdings included AAPL, AGG, MSFT, BWZ, and IGSB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 145 $149,912,198 +$13,603,158 -$8,246,655 +$5,356,503 AAPL, AGG, MSFT, BWZ, IGSB 13F-HR 21 Jan 2026, 12:55
Q3 2025 142 $144,488,445 +$13,221,813 -$4,541,550 +$8,680,263 AAPL, AGG, MSFT, IGSB, PLTR 13F-HR 29 Oct 2025, 10:13
Q2 2025 126 $128,627,149 +$12,358,650 -$14,819,379 -$2,460,729 AAPL, AGG, MSFT, IGSB, META 13F-HR 23 Jul 2025, 12:44
Q1 2025 126 $122,761,016 +$12,863,214 -$11,373,346 +$1,489,868 AAPL, AGG, UCB, MSFT, IGIB 13F-HR 30 Apr 2025, 15:45
Q4 2024 129 $122,954,349 +$8,994,489 -$7,816,579 +$1,177,910 AAPL, AGG, MSFT, META, IGIB 13F-HR 23 Jan 2025, 13:05
Q3 2024 132 $123,586,349 +$10,592,981 -$8,504,137 +$2,088,844 AAPL, AGG, MSFT, IGIB, META 13F-HR 18 Oct 2024, 15:16
Q2 2024 120 $116,688,387 +$5,700,780 -$5,945,836 -$245,056 AAPL, AGG, MSFT, META, IGIB 13F-HR 16 Jul 2024, 16:22
Q1 2024 123 $115,750,476 +$7,505,663 -$2,653,582 +$4,852,081 AAPL, AGG, MSFT, META, IGIB 13F-HR 19 Apr 2024, 13:02
Q4 2023 123 $105,763,514 +$6,824,081 -$9,451,740 -$2,627,659 AAPL, AGG, MSFT, IGSB, IGIB 13F-HR 10 Jan 2024, 14:27
Q3 2023 118 $98,719,514 +$8,213,994 -$4,893,158 +$3,320,836 AAPL, AGG, MSFT, IGSB, BKLN 13F-HR 26 Oct 2023, 09:02
Q2 2023 117 $100,027,038 +$3,105,858 -$5,194,058 -$2,088,200 AAPL, AGG, MSFT, TIP, BKLN 13F-HR 13 Jul 2023, 10:04
Q1 2023 121 $99,049,397 +$12,916,335 -$10,386,368 +$2,529,967 AAPL, AGG, MSFT, TIP, BKLN Restatement 24 Apr 2023, 11:38
Q4 2022 114 $88,628,000 +$5,912,108 -$2,571,117 +$3,340,991 AAPL, AGG, MSFT, TIP, BKLN 13F-HR 06 Feb 2023, 20:00
Q3 2022 105 $82,767,000 +$5,855,926 -$3,600,757 +$2,255,169 AAPL, AGG, MSFT, TIP, FLOT 13F-HR 27 Oct 2022, 15:04
Q2 2022 104 $84,470,000 +$7,181,678 -$2,434,551 +$4,747,127 AAPL, AGG, MSFT, TIP, GOOGL 13F-HR 09 Aug 2022, 13:15
Q1 2022 104 $88,353,000 +$1,360,738 -$23,664,531 -$22,303,793 AAPL, AGG, MSFT, TIP, GOOGL 13F-HR 25 Apr 2022, 14:42
Q4 2021 130 $104,638,000 $0 $0 $0 AAPL, AGG, MSFT, IGOV, TIP 13F-HR 31 Jan 2022, 13:56