13F Filings History of James Reed Financial Services, Inc.

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$124,776,590
Signature - Title
Aryn Sands - Agent
Location
Cleveland, OH
Summary
This page shows a list of all the recent 13F filings made by James Reed Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. James Reed Financial Services, Inc. reported 17 stock holdings with total value $124,776,590 as of Q4 2025. Top holdings included VV, SIZE, JEPQ, CGGE, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 17 $124,776,590 +$12,091,072 -$9,290 +$12,081,782 VV, SIZE, JEPQ, CGGE, VO 13F-HR 14 Jan 2026, 17:30
Q3 2025 17 $111,537,020 +$119,381 -$5,292,421 -$5,173,040 VV, SIZE, JEPQ, VO, CGGE 13F-HR 15 Oct 2025, 21:50
Q2 2025 18 $110,203,546 +$18,430,131 -$4,665,907 +$13,764,224 SIZE, VV, JEPQ, VO, CGGE 13F-HR 21 Jul 2025, 20:21
Q1 2025 16 $89,724,245 +$870,804 -$2,709,202 -$1,838,398 SIZE, VV, JEPQ, VO, VB 13F-HR 16 Apr 2025, 21:45
Q4 2024 18 $95,849,098 $0 $0 $0 SIZE, VV, JEPQ, VO, VB 13F-HR 06 Feb 2025, 10:24
Q3 2022 12 $66,794,000 +$137,293 -$853,070 -$715,777 VV, SIZE, CDC, VO, VB 13F-HR 14 Nov 2022, 09:24
Q2 2022 12 $72,144,000 +$19,925,509 -$20,767,826 -$842,317 VV, CDC, SIZE, VO, VB 13F-HR 08 Aug 2022, 15:46
Q1 2022 14 $87,653,000 +$461,411 -$5,614,427 -$5,153,016 VV, SPY, SIZE, VO, VB 13F-HR 26 Apr 2022, 12:51
Q4 2021 173 $98,132,000 $0 $0 $0 VV, SPY, SIZE, VO, VB 13F-HR 14 Feb 2022, 16:43