13F Filings History of Sanford Advisory Services, LLC

Latest 13F report
Q4 2022 - 08 Feb 2023
Value $
$419,889,450
Signature - Title
Lori Bumgart - Chief Compliance Officer
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by Sanford Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sanford Advisory Services, LLC reported 119 stock holdings with total value $419,889,450 as of Q4 2022. Top holdings included USMV, GSLC, IJH, IVV, and SYK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 119 $419,889,450 +$61,233,748 -$19,209,670 +$42,024,078 USMV, GSLC, IJH, IVV, SYK 13F-HR 07 Feb 2023, 18:04
Q3 2022 109 $350,150,000 +$36,604,263 -$23,621,072 +$12,983,191 GSLC, IJH, USMV, IVV, AAPL 13F-HR 09 Nov 2022, 16:56
Q2 2022 114 $353,846,000 +$19,326,338 -$12,907,755 +$6,418,583 IVV, GSLC, USMV, IJH, DGRO 13F-HR 28 Jul 2022, 14:22
Q1 2022 111 $366,730,000 +$8,001,997 -$9,080,430 -$1,078,433 GSLC, USMV, IJH, AAPL, SYK 13F-HR 28 Jul 2022, 14:18
Q4 2021 110 $441,160,000 +$20,287,144 -$14,900,297 +$5,386,847 IVV, GSLC, USMV, IJH, AAPL 13F-HR 28 Jul 2022, 14:10
Q3 2021 109 $398,698,000 +$32,739,004 -$20,159,958 +$12,579,046 IVV, GSLC, USMV, IJH, SYK 13F-HR 28 Jul 2022, 14:07
Q2 2021 106 $388,311,000 +$12,275,995 -$3,287,960 +$8,988,035 USMV, GSLC, IVV, IJH, SYK 13F-HR 28 Jul 2022, 14:02
Q1 2021 102 $355,052,000 +$79,777,397 -$51,912,487 +$27,864,910 USMV, GSLC, IVV, IJH, SYK 13F-HR 28 Jul 2022, 13:58
Q4 2020 97 $312,008,000 $0 $0 $0 USMV, GSLC, SYK, AAPL, XMLV 13F-HR 28 Jul 2022, 13:55