13F Filings History of CHB Investment Group, LLC

Latest 13F report
Q2 2025 - 15 Jul 2025
Value $
$196,096,000
Signature - Title
Ashleigh Swayze - Counsel
Location
New Hope, PA
Summary
This page shows a list of all the recent 13F filings made by CHB Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CHB Investment Group, LLC reported 69 stock holdings with total value $196,096,000 as of Q2 2025. Top holdings included BIV, LQD, ANGL, VCIT, and NRG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 69 $196,096,000 +$53,668,754 -$49,379,764 +$4,288,990 BIV, LQD, ANGL, VCIT, NRG 13F-HR 15 Jul 2025, 13:03
Q1 2025 74 $188,121,000 +$2,063,060 -$1,177,911 +$885,149 BIV, LQD, ANGL, VCIT, AXON 13F-HR 17 Apr 2025, 11:53
Q4 2024 74 $184,162,000 +$8,158,476 -$3,680,222 +$4,478,254 BIV, LQD, ANGL, VCIT, AXON 13F-HR 13 Jan 2025, 15:47
Q3 2024 73 $188,498,000 $0 $0 $0 BIV, LQD, ANGL, VCIT, AXON 13F-HR 17 Oct 2024, 13:35