RICHARDSON FINANCIAL SERVICES INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$156M
Signature - Title
Edward Pitts - CHIEF COMPLIANCE OFFICER
Location
Medway, MA
Summary
This page shows a list of all the recent 13F filings made by RICHARDSON FINANCIAL SERVICES INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RICHARDSON FINANCIAL SERVICES INC. reported 607 stock holdings with total value $156M as of Q3 2024. Top holdings included VUG, VTV, SPLG, AAPL, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 607 $156M +$18.3M $0 +$18.3M VUG, VTV, SPLG, AAPL, VOO 13F-HR 10/24/2024, 04:49 PM
Q2 2024 588 $138M +$4.11M -$10M -$5.93M SPLG, VTV, VUG, AAPL, SPDW 13F-HR 8/12/2024, 04:38 PM
Q1 2024 663 $141M +$28.8M -$7.69M +$21.1M SPLG, VTV, VUG, AAPL, SPDW 13F-HR 5/3/2024, 03:12 PM
Q4 2023 377 $114M $0 $0 SPLG, AAPL, VTV, SPDW, VUG 13F-HR 3/4/2024, 03:02 PM