13F Filings History of BRIGGS ADVISORY GROUP, INC.

Latest 13F report
Q3 2023 - 27 Oct 2023
Value $
$174,724,922
Signature - Title
Harold E. Briggs, Jr. - CHIEF COMPLIANCE OFFICER
Location
Lincoln, RI
Summary
This page shows a list of all the recent 13F filings made by BRIGGS ADVISORY GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIGGS ADVISORY GROUP, INC. reported 60 stock holdings with total value $174,724,922 as of Q3 2023. Top holdings included IVV, ITOT, SLYV, IDEV, and IWM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 60 $174,724,922 +$6,770,580 -$3,055,268 +$3,715,312 IVV, ITOT, SLYV, IDEV, IWM 13F-HR 27 Oct 2023, 12:31
Q2 2023 56 $179,096,126 +$4,991,125 -$2,447,292 +$2,543,833 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 24 Jul 2023, 10:57
Q1 2023 56 $168,746,888 +$4,108,688 -$831,686 +$3,277,002 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 05 May 2023, 16:32
Q4 2022 54 $157,063,081 +$15,998,255 -$4,310,809 +$11,687,446 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 09 Feb 2023, 17:39
Q3 2022 47 $133,315,000 +$9,670,480 -$2,972,334 +$6,698,146 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 01 Nov 2022, 10:39
Q2 2022 51 $136,857,000 +$15,986,251 -$8,086,729 +$7,899,522 IVV, ITOT, SLYV, IWM, DFAX 13F-HR 22 Jul 2022, 13:56
Q1 2022 52 $150,643,000 +$13,327,529 -$2,229,228 +$11,098,301 IVV, SLYV, ITOT, IWM, DFAX 13F-HR 14 Apr 2022, 11:03
Q4 2021 49 $146,591,000 $0 $0 $0 IVV, SLYV, IWM, ITOT, DFAX 13F-HR 27 Jan 2022, 12:55