Lauterbach Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$164M
Signature - Title
Billy DeFrance - Chief Compliance Officer
Location
El Paso, TX
Summary
This page shows a list of all the recent 13F filings made by Lauterbach Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lauterbach Financial Advisors, LLC reported 70 stock holdings with total value $164M as of Q3 2024. Top holdings included DFAC, DFAT, DFAX, DFUV, and DFIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 70 $164M +$4.35M -$1.74M +$2.62M DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 11/1/2024, 02:58 PM
Q2 2024 64 $152M +$4.8M -$2.26M +$2.55M DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 8/12/2024, 05:01 PM
Q1 2024 66 $152M +$5.53M -$7.78M -$2.24M DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 5/8/2024, 10:28 AM
Q4 2023 67 $144M +$4.04M -$1.15M +$2.89M DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 1/18/2024, 01:22 PM
Q3 2023 60 $127M +$361K -$761K -$401K DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 10/30/2023, 04:39 PM
Q2 2023 61 $131M +$2.51M -$1.64M +$863K DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 8/2/2023, 04:43 PM
Q1 2023 60 $124M +$7.63M -$534K +$7.1M DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 5/1/2023, 05:31 PM
Q4 2022 53 $112M +$4.56M -$1.9M +$2.66M DFAC, DFAT, DFUV, DFAX, DFIV 13F-HR 1/26/2023, 04:44 PM
Q3 2022 49 $98.2M +$2.16M -$3.56M -$1.4M DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 10/28/2022, 03:16 PM
Q2 2022 47 $105M +$13.3M -$2.21M +$11.1M DFAC, DFAT, DFAX, DFUV, DFIV 13F-HR 7/29/2022, 03:55 PM
Q1 2022 50 $110M +$2.29M -$1.39M +$907K DFAC, DFAT, DFAX, DFIV, JPM 13F-HR 5/11/2022, 12:30 PM
Q4 2021 53 $113M $0 $0 DFAC, DFAT, DFAX, DFIV, JPM 13F-HR 2/8/2022, 03:22 PM