Somnio Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$123M
Signature - Title
Robert Roy - Managing Member
Location
Glastonbury, CT
Summary
This page shows a list of all the recent 13F filings made by Somnio Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Somnio Financial Group, LLC reported 13 stock holdings with total value $123M as of Q3 2024. Top holdings included IVV, VEU, VO, VNQ, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13 $123M +$2.11M -$530K +$1.58M IVV, VEU, VO, VNQ, AGG 13F-HR 10/3/2024, 03:17 PM
Q2 2024 14 $113M $0 $0 IVV, VEU, VO, AGG, VNQ 13F-HR 8/23/2024, 12:38 PM