13F Filings History of Integrity Advisory, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Integrity Advisory, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Integrity Advisory, LLC reported 77 equity holdings with a total reported market value of $109,190,188 for Q4 2022. Top reported holdings included BBUS, BBIN, JCPB, MSFT, and JGRO.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Anthony Moeller - President/CCO
Manager location
Overland Park, KS

Follow Filing Activity

Follow Integrity Advisory, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.

Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.

Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q4 2022
Latest value
$109,190,188
Quarter delta
+$1,551,188
Accepted
24 Jan 2023, 09:21
Rows shown
1-4 of 4
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q4 2022 77 $109,190,188 +$32,352,973 -$36,452,286 -$4,099,313 BBUS, BBIN, JCPB, MSFT, JGRO 13F-HR 24 Jan 2023, 09:21
Q3 2022 75 $107,639,000 +$19,354,185 -$7,318,496 +$12,035,689 JPM, BBUS, BBIN, JCPB, AGG 13F-HR 17 Oct 2022, 15:19
Q2 2022 73 $102,133,000 +$26,312,548 -$11,613,644 +$14,698,904 BBUS, JPM, BBIN, JCPB, AGG 13F-HR 26 Jul 2022, 17:54
Q1 2022 80 $101,898,000 $0 $0 $0 BBUS, BBIN, JCPB, AGG, JPM 13F-HR 05 May 2022, 15:51
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .