Leo H. Evart, Inc.

13F Filings History

Latest 13F report
Q3 2023 - Nov 15, 2023
Value $
$65.2M
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 $65.2M as of Q3 2023. Top holdings included SCHD, SCHG, BIV, BND, and RSPH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 34 $65.2M +$3.62M -$3.67M -$46.1K SCHD, SCHG, BIV, BND, RSPH 13F-HR 11/14/2023, 07:32 PM
Q2 2023 35 $72.1M +$694K -$489K +$205K SCHD, SCHG, BIV, BND, RSPH 13F-HR 8/4/2023, 05:57 PM
Q1 2023 33 $68.5M +$2.18M -$2.94M -$759K SCHD, SCHG, BIV, BND, RSPH 13F-HR 5/5/2023, 08:02 PM
Q4 2022 33 $66.1M +$1.17M -$4.6M -$3.43M SCHD, SCHG, BIV, BND, RSPH 13F-HR 1/19/2023, 08:14 PM
Q3 2022 33 $65.6M +$564K -$13.1M -$12.6M SCHD, SCHG, BND, BIV, BSV Restatement 1/18/2023, 09:19 PM
Q2 2022 38 $82.3M +$955K -$3.62M -$2.67M BSV, SCHD, SCHG, BIV, BND 13F-HR 7/20/2022, 06:37 PM
Q1 2022 41 $96.7M +$9.45M -$3.51M +$5.94M SCHG, BSV, SCHD, BIV, BND 13F-HR 5/10/2022, 06:57 PM
Q4 2021 43 $103M $0 $0 SCHG, SCHD, BSV, BIV, BND 13F-HR 3/30/2022, 07:33 PM