13F Filings History of Ackerman Asset Management, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$140M
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 28 stock holdings with total value $140M as of Q3 2025. Top holdings included IVV, OEF, SPY, IWB, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 28 $140M +$6.32M -$1.01M +$5.31M IVV, OEF, SPY, IWB, QQQ 13F-HR 13 Nov 2025, 14:12
Q2 2025 24 $125M +$2.71M -$282K +$2.43M IVV, OEF, SPY, IWB, JPST 13F-HR 13 Aug 2025, 20:40
Q1 2025 24 $111M $0 $0 IVV, OEF, SPY, IWB, QQQ 13F-HR 08 May 2025, 14:42