• 13F History

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

13F Filings History

Latest 13F report
Q3 2021 - Nov 12, 2021
Value $
$1.49B
Signature - Title
Kyle P. Smith - Senior Vice President
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV reported 905 stock holdings with total value $1.49B as of Q3 2021. Top holdings included AAPL, SPY, VOO, VTV, and QEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2021 905 $1.49B +$97.3M -$70M +$27.3M AAPL, SPY, VOO, VTV, QEFA 13F-HR 11/12/2021, 12:31 PM
Q2 2021 917 $1.49B +$174M -$128M +$46M AAPL, SPY, VOO, VTV, QEFA 13F-HR 8/10/2021, 11:26 AM
Q1 2021 853 $1.37B +$130M -$111M +$18.7M AAPL, SPY, IJR, VOO, AGG 13F-HR 5/11/2021, 05:04 PM
Q4 2020 798 $1.3B +$219M -$107M +$112M AAPL, SPY, VOO, IJR, AGG 13F-HR 2/10/2021, 01:16 PM
Q3 2020 691 $1.1B +$166M -$117M +$49.2M AGG, AAPL, SPY, IGIB, IVV 13F-HR 11/10/2020, 10:40 AM
Q2 2020 736 $1.03B +$183M -$121M +$61.8M AGG, IVV, AAPL, SPY, IUSB 13F-HR 8/6/2020, 12:08 PM
Q1 2020 680 $867M +$148M -$97.7M +$49.9M AGG, BIL, SHY, IVV, SPY 13F-HR 5/11/2020, 04:19 PM
Q4 2019 726 $1.07B +$156M -$57.2M +$98.5M SPY, IVV, AAPL, VOO, IJR 13F-HR 2/11/2020, 10:41 AM
Q3 2019 693 $935M +$84.3M -$74.3M +$9.93M SPY, VOO, IVV, AAPL, NEAR 13F-HR 11/7/2019, 11:42 AM
Q2 2019 737 $959M +$118M -$75.5M +$42.5M SPY, VOO, IVV, AAPL, NEAR 13F-HR 8/6/2019, 03:15 PM
Q1 2019 722 $915M +$125M -$69.1M +$56M SPY, VOO, NEAR, AAPL, IVV 13F-HR 5/7/2019, 03:42 PM
Q4 2018 687 $804M SPY, VOO, AAPL, IVV, ITOT 13F-HR 2/14/2019, 10:39 AM