RF&L WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$141M
Signature - Title
Andrew Hass - Chief Compliance Officer
Location
Acton, MA
Summary
This page shows a list of all the recent 13F filings made by RF&L WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RF&L WEALTH MANAGEMENT, LLC reported 58 stock holdings with total value $141M as of Q3 2024. Top holdings included DFAT, DFAC, DFUS, DFUV, and BSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 58 $141M +$2.64M -$1.08M +$1.56M DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 10/16/2024, 09:13 AM
Q2 2024 56 $131M +$2.75M -$2.14M +$600K DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 7/19/2024, 04:17 PM
Q1 2024 56 $130M +$3.34M -$2.01M +$1.33M DFAT, DFAC, DFUV, DFUS, BSV 13F-HR 4/30/2024, 01:36 PM
Q4 2023 55 $120M +$2.06M -$1.01M +$1.06M DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 2/14/2024, 11:47 AM
Q3 2023 53 $108M +$1.92M -$765K +$1.15M DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 11/2/2023, 10:22 AM
Q2 2023 52 $110M +$1.33M -$1.32M +$17.6K DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 7/27/2023, 02:42 PM
Q1 2023 50 $103M +$1.92M -$951K +$967K DFAT, DFUV, DFAC, DFUS, BSV 13F-HR 5/3/2023, 06:09 PM
Q4 2022 47 $97.1M $0 $0 DFAT, DFUV, DFAC, DFUS, BSV 13F-HR 2/14/2023, 05:09 PM