James Reed Financial Services, Inc.

13F Filings History

Latest 13F report: Q3 2022 - Nov 14, 2022
Value $: $66.8M
Signature - Title: Amanda Elizabeth Lisachenko - COO/ Chief Compliance Officer
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 12 stock holdings with total value $66.8M as of Q3 2022. Top holdings included VV, SIZE, CDC, VO, and VB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2022	12	$66.8M	+$137K	-$853K	-$716K	VV, SIZE, CDC, VO, VB	13F-HR	11/14/2022, 09:24 AM
Q2 2022	12	$72.1M	+$19.9M	-$20.8M	-$842K	VV, CDC, SIZE, VO, VB	13F-HR	8/8/2022, 03:46 PM
Q1 2022	14	$87.7M	+$461K	-$5.61M	-$5.15M	VV, SPY, SIZE, VO, VB	13F-HR	4/26/2022, 12:51 PM
Q4 2021	173	$98.1M	$0	$0		VV, SPY, SIZE, VO, VB	13F-HR	2/14/2022, 04:43 PM