Notify me when Richard W. Paul & Associates, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 293 | $301,184,860 | +$36,637,274 | -$30,591,540 | +$6,045,734 | IUSV, IUSG, AGG, IJR, TLT | 13F-HR | 12 Feb 2026, 12:15 |
| Q3 2025 | 315 | $292,949,524 | +$10,986,391 | -$12,263,484 | -$1,277,093 | IUSV, IUSG, IJR, AGG, TLT | 13F-HR | 13 Nov 2025, 13:41 |
| Q2 2025 | 336 | $276,610,508 | +$13,424,150 | -$12,232,746 | +$1,191,404 | IUSV, IUSG, AGG, IJR, TLT | 13F-HR | 12 Aug 2025, 12:15 |
| Q1 2025 | 335 | $254,965,773 | +$23,596,731 | -$35,535,245 | -$11,938,514 | IUSV, IUSG, IJR, AGG, TLT | 13F-HR | 12 May 2025, 14:15 |
| Q4 2024 | 512 | $274,509,655 | +$5,753,155 | -$7,198,079 | -$1,444,924 | IUSV, IUSG, IJR, AGG, TLT | 13F-HR | 05 Feb 2025, 13:44 |
| Q3 2024 | 505 | $278,372,489 | +$24,412,362 | -$19,386,772 | +$5,025,590 | IUSV, IUSG, IJR, AGG, TLT | 13F-HR | 17 Oct 2024, 15:57 |
| Q2 2024 | 496 | $259,078,959 | +$16,542,981 | -$7,164,162 | +$9,378,819 | IUSG, IUSV, IJR, AGG, TLT | 13F-HR | 23 Jul 2024, 15:52 |
| Q1 2024 | 511 | $250,522,673 | +$20,864,775 | -$22,871,785 | -$2,007,010 | IUSV, IUSG, IJR, AGG, TLT | 13F-HR | 14 May 2024, 14:15 |
| Q4 2023 | 502 | $238,096,049 | +$13,420,596 | -$15,876,419 | -$2,455,823 | IUSV, IUSG, IJR, TLT, BIL | 13F-HR | 23 Jan 2024, 13:10 |
| Q3 2023 | 511 | $218,617,375 | +$44,079,246 | -$47,244,269 | -$3,165,023 | BIL, IUSV, IUSG, TLT, IJR | 13F-HR | 12 Oct 2023, 12:14 |
| Q2 2023 | 547 | $229,524,532 | +$15,805,309 | -$15,735,295 | +$70,014 | IUSV, IUSG, QQQ, IEFA, IJR | 13F-HR | 25 Jul 2023, 15:15 |
| Q1 2023 | 551 | $217,230,610 | +$28,345,856 | -$22,478,448 | +$5,867,408 | IUSV, IUSG, QQQ, IEFA, IJR | 13F-HR | 24 Apr 2023, 16:10 |
| Q4 2022 | 544 | $198,666,438 | $0 | $0 | $0 | IUSV, QQQ, IUSG, FLRN, BIL | 13F-HR | 07 Feb 2023, 11:28 |