13F Filings History of Leo H. Evart, Inc.

Latest 13F report
Q3 2023 - 15 Nov 2023
Value $
$65,172,361
Signature - Title
Derek Hobbs - President
Location
Redwood City, CA
Summary
This page shows a list of all the recent 13F filings made by Leo H. Evart, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leo H. Evart, Inc. reported 34 stock holdings with total value $65,172,361 as of Q3 2023. Top holdings included SCHD, SCHG, BIV, BND, and RSPH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 34 $65,172,361 +$3,621,503 -$3,667,579 -$46,076 SCHD, SCHG, BIV, BND, RSPH 13F-HR 14 Nov 2023, 19:32
Q2 2023 35 $72,050,447 +$694,021 -$489,095 +$204,926 SCHD, SCHG, BIV, BND, RSPH 13F-HR 04 Aug 2023, 17:57
Q1 2023 33 $68,481,213 +$2,182,188 -$2,940,818 -$758,630 SCHD, SCHG, BIV, BND, RSPH 13F-HR 05 May 2023, 20:02
Q4 2022 33 $66,131,011 +$1,171,808 -$4,604,862 -$3,433,054 SCHD, SCHG, BIV, BND, RSPH 13F-HR 19 Jan 2023, 20:14
Q3 2022 33 $65,642,257 +$563,631 -$13,123,628 -$12,559,997 SCHD, SCHG, BND, BIV, BSV Restatement 18 Jan 2023, 21:19
Q2 2022 38 $82,269,000 +$955,429 -$3,620,616 -$2,665,187 BSV, SCHD, SCHG, BIV, BND 13F-HR 20 Jul 2022, 18:37
Q1 2022 41 $96,735,000 +$9,447,821 -$3,508,751 +$5,939,070 SCHG, BSV, SCHD, BIV, BND 13F-HR 10 May 2022, 18:57
Q4 2021 43 $102,677,000 $0 $0 $0 SCHG, SCHD, BSV, BIV, BND 13F-HR 30 Mar 2022, 19:33