Notify me when BANNERMAN WEALTH MANAGEMENT GROUP, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 33 | $141,050,416 | +$3,605,663 | -$1,216,254 | +$2,389,409 | DFAC, DFCF, DFAI, DFAS, AVLV | 13F-HR | 07 Jan 2026, 15:28 |
| Q3 2025 | 31 | $135,700,072 | +$2,886,996 | -$5,818,770 | -$2,931,774 | DFAC, DFCF, DFAI, DFAS, AVLV | 13F-HR | 14 Oct 2025, 21:25 |
| Q2 2025 | 36 | $130,324,427 | +$4,522,133 | -$5,963,711 | -$1,441,578 | DFAC, DFCF, DFAS, DFAI, AVLV | 13F-HR | 15 Jul 2025, 12:25 |
| Q1 2025 | 34 | $122,458,335 | +$4,321,510 | -$508,977 | +$3,812,533 | DFAC, DFCF, DFAS, DFAI, AVLV | 13F-HR | 15 Apr 2025, 13:34 |
| Q4 2024 | 33 | $120,969,821 | $0 | $0 | $0 | DFAC, DFCF, DFAS, DFAI, AVLV | 13F-HR | 07 Mar 2025, 11:20 |