13F Filings History of Integrity Advisory, LLC
- Latest 13F report
- Q4 2022 - 24 Jan 2023
- Reported value
- $109,190,188
- Top reported holdings
- BBUS BBIN JCPB MSFT JGRO AGG JAVA NVDA JEMA AVUS JPUS BBAG
+8 more
VYMI SCHZ JEPI AAPL JPST VIG FNA BBEU - Form 13F summary
- Integrity Advisory, LLC Form 13F history summarizes the manager's parsed U.S.-listed equity disclosures. 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.
- Signature and title
- Anthony Moeller - President/CCO
- Location
- Overland Park, KS
Portfolio snapshot
Manager identity
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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 | Reported value | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |