New Perspectives, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$188M
Signature - Title
Joshua Ryder Taff - COO
Location
Ridgeland, MS
Summary
This page shows a list of all the recent 13F filings made by New Perspectives, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Perspectives, Inc reported 37 stock holdings with total value $188M as of Q3 2024. Top holdings included SPLG, QQQ, IEFA, SPMD, and IWM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 37 $188M +$6.74M -$15.5M -$8.8M SPLG, QQQ, IEFA, SPMD, IWM 13F-HR 10/18/2024, 04:26 PM
Q2 2024 31 $187M +$4.26M -$1.1M +$3.16M SPLG, QQQ, USFR, IEFA, SPMD 13F-HR 7/17/2024, 12:36 PM
Q1 2024 30 $181M $0 $0 SPLG, QQQ, USFR, IEFA, SPMD 13F-HR 4/22/2024, 12:24 PM
Q4 2022 22 $130M +$8.87M -$2.09M +$6.78M SPLG, USFR, IEFA, QQQ, SPMD 13F-HR 1/24/2023, 05:23 PM
Q3 2022 20 $116M +$2.39M -$3.33M -$948K SPLG, USFR, IEFA, QQQ, IWM 13F-HR 1/24/2023, 05:30 PM
Q2 2022 23 $123M +$4.65M -$1.39M +$3.26M SPLG, USFR, IEFA, QQQ, IWM 13F-HR 1/24/2023, 05:49 PM
Q1 2022 23 $139M +$25.4M -$20.6M +$4.79M SPLG, USFR, QQQ, IEFA, IWM 13F-HR 5/11/2022, 12:16 PM
Q4 2021 23 $141M +$4.17M -$7.41M -$3.24M SPLG, QQQ, USFR, IEFA, IWM 13F-HR 2/9/2022, 09:41 AM
Q3 2021 22 $135M +$7.68M -$315K +$7.36M SPLG, QQQ, USFR, IEFA, IWM 13F-HR 4/7/2022, 11:25 AM
Q2 2021 23 $129M $0 $0 SPLG, QQQ, USFR, IEFA, IWM 13F-HR 4/7/2022, 11:34 AM