DBK Financial Counsel, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 2, 2024
Value $
$99M
Signature - Title
Dori Riddle - Director of Operations
Location
Cuyahoga Falls, OH
Summary
This page shows a list of all the recent 13F filings made by DBK Financial Counsel, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DBK Financial Counsel, LLC reported 48 stock holdings with total value $99M as of Q3 2024. Top holdings included BIL, VEA, SPY, QQQ, and BSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $99M +$3.39M -$1.35M +$2.04M BIL, VEA, SPY, QQQ, BSV 13F-HR 10/2/2024, 02:25 PM
Q2 2024 49 $91.8M +$2.83M -$6.4M -$3.57M BIL, VEA, SPY, QQQ, BSV 13F-HR 7/10/2024, 12:27 PM
Q1 2024 49 $95.4M +$7.41M -$3.3M +$4.11M BIL, VEA, SPY, BSV, QQQ 13F-HR 4/15/2024, 10:10 AM
Q4 2023 45 $87.1M +$10.4M -$5.26M +$5.18M BIL, VEA, SPY, BSV, SCHO 13F-HR 1/9/2024, 10:40 AM
Q3 2023 43 $74.2M +$6.25M -$1.27M +$4.98M BIL, VEA, BSV, SPY, SCHO 13F-HR 10/10/2023, 09:57 AM
Q2 2023 42 $74.3M +$1.55M -$1.61M -$68.1K VEA, BSV, BIL, SPY, SCHO 13F-HR 7/25/2023, 10:33 AM
Q1 2023 41 $72M +$9.31M -$3.27M +$6.04M VEA, BSV, BIL, SPY, SCHO 13F-HR 4/6/2023, 10:53 AM
Q4 2022 40 $62.7M +$6.94M -$5.57M +$1.37M BSV, VEA, SPY, IJR, QQQ 13F-HR 1/17/2023, 11:42 AM
Q3 2022 40 $57.9M +$2.21M -$2.25M -$31.1K BSV, VEA, SPY, SCHO, IJR 13F-HR 10/6/2022, 10:52 AM
Q2 2022 41 $61.6M +$5.65M -$3.78M +$1.87M BSV, VEA, SPY, IJR, SCHO 13F-HR 7/11/2022, 04:35 PM
Q1 2022 34 $67.8M +$6.9M -$5.81M +$1.09M BSV, VEA, SPY, SCHO, IJR 13F-HR 4/12/2022, 10:29 AM
Q4 2021 37 $70.1M $0 $0 BSV, VEA, SPY, QQQ, SCHO 13F-HR 1/20/2022, 09:05 AM