Altiora Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$452M
Signature - Title
Derek Tinnin - CCO
Location
Lebanon, OH
Summary
This page shows a list of all the recent 13F filings made by Altiora Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Altiora Financial Group, LLC reported 91 stock holdings with total value $452M as of Q3 2024. Top holdings included DFAC, DFAX, DFSD, SCHO, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 91 $452M +$31.5M -$14.7M +$16.7M DFAC, DFAX, DFSD, SCHO, VTI 13F-HR 11/12/2024, 08:42 AM
Q2 2024 84 $417M +$80.2M -$32.8M +$47.4M DFAC, DFAX, SCHO, DFSD, VTI 13F-HR 8/12/2024, 11:15 AM
Q1 2024 82 $368M +$17.8M -$11.5M +$6.32M DFAC, DFAX, SCHO, BILS, VTI 13F-HR 4/18/2024, 07:45 PM
Q4 2023 74 $345M +$118M -$2.96M +$115M DFAC, DFAX, SCHO, BILS, VTI 13F-HR 2/13/2024, 03:56 PM
Q3 2023 57 $215M +$9.48M -$15.8M -$6.32M DFAC, DFAX, SCHO, BIL, BILS 13F-HR 11/9/2023, 06:29 PM
Q2 2023 55 $228M +$9.37M -$4.76M +$4.61M DFAC, DFAX, SCHO, BIL, BILS 13F-HR 7/19/2023, 02:56 PM
Q1 2023 53 $217M +$12M -$2.77M +$9.26M DFAC, DFAX, SCHO, BIL, VGIT 13F-HR 7/19/2023, 02:48 PM
Q4 2022 49 $200M $0 $0 DFAC, DFAX, SCHO, BIL, VGIT 13F-HR 7/19/2023, 02:33 PM