Fort Vancouver Investment Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$116M
Signature - Title
Holly Breeden - CCO
Location
Vancouver, WA
Summary
This page shows a list of all the recent 13F filings made by Fort Vancouver Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fort Vancouver Investment Management, LLC reported 48 stock holdings with total value $116M as of Q3 2024. Top holdings included VOO, SCHF, AVEM, AVUV, and VXF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $116M +$9.56M -$3.62M +$5.93M VOO, SCHF, AVEM, AVUV, VXF 13F-HR 10/25/2024, 03:30 PM
Q2 2024 48 $104M $0 $0 VOO, SCHF, AVEM, AVUV, VXF 13F-HR 8/9/2024, 02:16 PM