13F Filings History of HART & PATTERSON FINANCIAL GROUP LLC

Latest 13F report
Q4 2024 - 14 Jan 2025
Value $
$205,755,901
Signature - Title
Aryn Sands - Agent
Location
Amherst, MA
Summary
This page shows a list of all the recent 13F filings made by HART & PATTERSON FINANCIAL GROUP LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HART & PATTERSON FINANCIAL GROUP LLC reported 72 stock holdings with total value $205,755,901 as of Q4 2024. Top holdings included VEA, SCHX, BNDX, VTIP, and SEIM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 72 $205,755,901 +$24,655,631 -$3,290,132 +$21,365,499 VEA, SCHX, BNDX, VTIP, SEIM 13F-HR 13 Jan 2025, 21:21
Q3 2024 72 $211,180,267 +$14,415,491 -$16,004,952 -$1,589,461 VEA, SCHX, BNDX, VWO, SEIM 13F-HR 10 Oct 2024, 14:48
Q2 2024 68 $201,896,342 +$2,878,358 -$3,481,070 -$602,712 VEA, SCHX, BND, BNDX, VWO 13F-HR 16 Jul 2024, 10:32
Q1 2024 67 $201,945,946 +$42,867,971 -$40,920,423 +$1,947,548 VEA, SCHX, BND, BNDX, VTIP 13F-HR 16 Apr 2024, 14:03
Q4 2023 59 $192,556,899 $0 $0 $0 SCHX, VEA, BND, SPHY, VTIP 13F-HR 15 Mar 2024, 14:53