Henrickson Nauta Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$252M
Signature - Title
Jeffery Nauta - Chief Compliance Officer
Location
Belmont, MI
Summary
This page shows a list of all the recent 13F filings made by Henrickson Nauta Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Henrickson Nauta Wealth Advisors, Inc. reported 82 stock holdings with total value $252M as of Q3 2024. Top holdings included DFAC, UFPI, AVUS, AVDE, and DFIC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 82 $252M +$5.42M -$6.14M -$718K DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 10/11/2024, 04:22 PM
Q2 2024 76 $234M +$7.14M -$1.31M +$5.83M DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 7/31/2024, 05:01 PM
Q1 2024 72 $227M +$20.9M -$5.62M +$15.3M DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 4/15/2024, 12:11 PM
Q4 2023 73 $204M +$22.8M -$1.36M +$21.5M DFAC, UFPI, AVUS, AVDE, DFAT 13F-HR 1/12/2024, 05:11 PM
Q3 2023 58 $164M +$21.3M -$1.34M +$20M DFAC, UFPI, AVUS, DFIC, AVDE 13F-HR 10/10/2023, 11:21 AM
Q2 2023 58 $147M +$7.62M -$5.39M +$2.23M DFAC, AVUS, AVDE, DFAT, AVDV 13F-HR 7/12/2023, 02:42 PM
Q1 2023 59 $139M +$7.89M -$1.23M +$6.66M DFAC, AVUS, AVDE, AVDV, DFAT 13F-HR 4/11/2023, 05:23 PM
Q4 2022 56 $126M +$9.17M -$388K +$8.78M DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 2/2/2023, 04:36 PM
Q3 2022 46 $105M +$6.09M -$3.98M +$2.11M DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 10/26/2022, 09:33 PM
Q2 2022 44 $109M +$9.15M -$2.73M +$6.42M DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 8/8/2022, 07:31 PM
Q1 2022 47 $120M +$4.18M -$6.85M -$2.67M DFAC, AVDE, AVDV, AVUS, AVUV 13F-HR 5/16/2022, 03:39 PM
Q4 2021 284 $122M $0 $0 DFAC, AVDE, AVUS, AVDV, AVUV 13F-HR 2/10/2022, 07:41 PM