Notify me when 626 Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 120 | $231,486,737 | +$9,409,142 | -$6,193,452 | +$3,215,690 | DTD, SYK, AAPL, WTV, GRPM | 13F-HR | 05 Feb 2026, 15:34 |
| Q3 2025 | 116 | $226,845,007 | +$13,382,724 | -$13,565,969 | -$183,245 | SYK, DTD, AAPL, GRPM, MSFT | 13F-HR | 07 Nov 2025, 13:40 |
| Q2 2025 | 113 | $213,017,382 | +$5,672,140 | -$2,242,968 | +$3,429,172 | SYK, DTD, GRPM, AAPL, MSFT | Restatement | 04 Aug 2025, 08:40 |
| Q1 2025 | 106 | $194,296,697 | +$23,184,329 | -$6,286,519 | +$16,897,810 | SYK, DTD, AAPL, GRPM, CALF | 13F-HR | 11 Apr 2025, 09:47 |
| Q4 2024 | 109 | $185,453,124 | +$8,771,136 | -$6,353,278 | +$2,417,858 | DTD, SYK, AAPL, MSFT, AMZN | 13F-HR | 14 Jan 2025, 06:02 |
| Q3 2024 | 116 | $180,684,803 | +$7,637,573 | -$7,289,815 | +$347,758 | DTD, SYK, AAPL, MSFT, AMZN | 13F-HR | 15 Oct 2024, 16:43 |
| Q2 2024 | 105 | $172,283,755 | +$10,513,879 | -$3,860,574 | +$6,653,305 | DTD, SYK, AAPL, MSFT, IJH | 13F-HR | 12 Jul 2024, 12:26 |
| Q1 2024 | 106 | $165,529,590 | +$12,911,272 | -$6,103,424 | +$6,807,848 | SYK, DTD, AAPL, IJH, MSFT | 13F-HR | 18 Apr 2024, 11:14 |
| Q4 2023 | 105 | $151,224,985 | +$12,335,342 | -$24,958,553 | -$12,623,211 | DTD, SYK, AAPL, MSFT, IJH | 13F-HR | 11 Jan 2024, 13:22 |
| Q3 2023 | 107 | $147,807,035 | +$2,597,462 | -$4,634,427 | -$2,036,965 | DTD, SYK, AAPL, FEMS, FDN | 13F-HR | 11 Oct 2023, 17:13 |
| Q2 2023 | 113 | $156,335,536 | +$4,862,022 | -$8,587,103 | -$3,725,081 | SYK, DTD, AAPL, FEMS, FDN | 13F-HR | 14 Jul 2023, 09:06 |
| Q1 2023 | 115 | $150,993,082 | +$7,565,473 | -$9,026,972 | -$1,461,499 | DTD, SYK, AAPL, FEMS, SIXG | 13F-HR | 12 Apr 2023, 11:52 |
| Q4 2022 | 111 | $143,843,153 | +$13,243,648 | -$3,923,177 | +$9,320,471 | DTD, SYK, FEMS, AAPL, SIXG | 13F-HR | 24 Jan 2023, 15:37 |
| Q3 2022 | 97 | $123,468,000 | +$10,487,848 | -$10,065,965 | +$421,883 | DTD, SYK, AAPL, FEMS, SIXG | 13F-HR | 20 Oct 2022, 17:46 |
| Q2 2022 | 101 | $131,501,000 | +$5,777,846 | -$3,855,266 | +$1,922,580 | DTD, SYK, FAB, FEMS, SIXG | 13F-HR | 12 Jul 2022, 10:41 |
| Q1 2022 | 106 | $156,181,000 | +$9,784,970 | -$11,979,081 | -$2,194,111 | DTD, SYK, FAB, AAPL, FEMS | 13F-HR | 05 May 2022, 15:09 |
| Q4 2021 | 110 | $163,387,000 | $0 | $0 | $0 | DTD, SYK, SIXG, AAPL, FAB | 13F-HR | 14 Feb 2022, 12:17 |
| Q1 2021 | 106 | $95,651,000 | $0 | $0 | $0 | SYK, FAB, FEMS, SIXG, FDN | 13F-HR | 14 Apr 2022, 14:07 |