Kooman & Associates

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$271M
Signature - Title
Jeffrey Starkey - Chief Compliance Officer
Location
Altoona, PA
Summary
This page shows a list of all the recent 13F filings made by Kooman & Associates. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kooman & Associates reported 46 stock holdings with total value $271M as of Q3 2024. Top holdings included DFAU, DFIC, DFEM, DFUV, and DUHP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 46 $271M +$9.09M -$1.31M +$7.78M DFAU, DFIC, DFEM, DFUV, DUHP 13F-HR 10/24/2024, 12:34 PM
Q2 2024 44 $249M +$6.88M -$377K +$6.5M DFAU, DFIC, DFEM, DFUV, DUHP 13F-HR 8/12/2024, 08:28 AM
Q1 2024 39 $240M +$5.48M -$3.84M +$1.64M DFAU, DFIC, DFEM, DFUV, DUHP 13F-HR 5/14/2024, 12:45 PM
Q4 2023 41 $224M +$10.9M -$2.81M +$8.05M DFAU, DFIC, DFEM, DFUV, DUHP 13F-HR 1/29/2024, 06:32 PM
Q3 2023 40 $198M +$15.5M -$13.8M +$1.62M DFAU, DFIC, DFEM, DFUV, IAGG 13F-HR 11/3/2023, 03:37 PM
Q2 2023 42 $202M +$12.9M -$3.4M +$9.46M DFAU, DFIC, DFUV, DFEM, DUHP Restatement 11/3/2023, 03:50 PM
Q1 2023 41 $185M +$106M -$28M +$78.3M DFAU, DFIC, DFUV, DFEM, DUHP Restatement 11/3/2023, 03:47 PM
Q4 2022 40 $101M $0 $0 IVV, IAGG, DFAU, SHY, DFSD Restatement 11/3/2023, 03:45 PM