• 13F History

Financial Designs Corp

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$144M
Signature - Title
Greg A. Morton - CFO, CCO
Location
Claremont, CA
Summary
This page shows a list of all the recent 13F filings made by Financial Designs Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Designs Corp reported 20 stock holdings with total value $144M as of Q1 2025. Top holdings included ITOT, AGG, OMFL, DIVO, and HEGD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 20 $144M +$19.9M -$26.3M -$6.43M ITOT, AGG, OMFL, DIVO, HEGD 13F-HR 4/14/2025, 01:31 PM
Q4 2024 20 $152M +$6.49M -$3.81M +$2.68M ITOT, AGG, OMFL, DIVO, IXUS 13F-HR 1/17/2025, 07:09 PM
Q3 2024 20 $155M +$3.19M -$877K +$2.32M ITOT, AGG, OMFL, DIVO, IXUS 13F-HR 10/18/2024, 01:55 PM
Q2 2024 19 $145M +$10.1M -$16.2M -$6.08M ITOT, AGG, OMFL, DIVO, IXUS 13F-HR 7/15/2024, 03:17 PM
Q1 2024 18 $152M +$32.2M -$9.38M +$22.8M ITOT, AGG, OMFL, FOCT, DIVO 13F-HR 4/12/2024, 02:14 PM
Q4 2023 9 $122M +$121M -$132M -$10.6M ITOT, AGG, OMFL, FOCT, DIVO 13F-HR 1/19/2024, 04:25 PM
Q3 2023 27 $133M +$4.92M -$5.18M -$260K LSAT, LSAF, SQEW, ACTV, DYLD 13F-HR 10/31/2023, 11:11 AM
Q2 2023 14 $137M +$2.29M -$3.68M -$1.39M LSAT, LSAF, SQEW, ACTV, DYLD 13F-HR 7/14/2023, 10:54 AM
Q1 2023 14 $134M +$859K -$2.87M -$2.01M LSAT, LSAF, SQEW, ACTV, DYLD 13F-HR 4/27/2023, 02:00 PM
Q4 2022 15 $133M LSAT, LSAF, SQEW, ACTV, DYLD 13F-HR 4/27/2023, 12:50 PM