13F Filings History of Ackerman Asset Management, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$150,351,655
Signature - Title
James D Ackerman - President and Chief Compliance Officer
Location
Rockville, MD
Summary
This page shows a list of all the recent 13F filings made by Ackerman Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ackerman Asset Management, LLC reported 33 stock holdings with total value $150,351,655 as of Q4 2025. Top holdings included IVV, OEF, SPY, IWB, and JPST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $150,351,655 +$9,166,995 -$821,892 +$8,345,103 IVV, OEF, SPY, IWB, JPST 13F-HR 13 Feb 2026, 12:30
Q3 2025 28 $139,642,870 +$6,319,900 -$1,007,029 +$5,312,871 IVV, OEF, SPY, IWB, QQQ 13F-HR 13 Nov 2025, 14:12
Q2 2025 24 $124,822,165 +$2,707,084 -$281,694 +$2,425,390 IVV, OEF, SPY, IWB, JPST 13F-HR 13 Aug 2025, 20:40
Q1 2025 24 $110,564,250 $0 $0 $0 IVV, OEF, SPY, IWB, QQQ 13F-HR 08 May 2025, 14:42