• 13F History

Blooom, Inc.

13F Filings History

Latest 13F report
Q3 2022 - Nov 1, 2022
Value $
$49.2M
Signature - Title
Chris Costello - CCO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Blooom, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blooom, Inc. reported 29 stock holdings with total value $49.2M as of Q3 2022. Top holdings included VTI, VXUS, BIV, PGR, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 29 $49.2M +$834K -$1.55M -$720K VTI, VXUS, BIV, PGR, MSFT 13F-HR 11/1/2022, 10:52 AM
Q2 2022 33 $53.9M +$2.73M -$5.87M -$3.14M VTI, VXUS, BIV, PGR, MSFT 13F-HR 8/1/2022, 03:24 PM
Q1 2022 36 $120M +$2.74M -$7.67M -$4.93M CERN, VTI, VXUS, BIV, MSFT 13F-HR 5/6/2022, 12:12 PM
Q4 2021 33 $128M +$3.27M -$7M -$3.73M CERN, VTI, VXUS, BIV, MSFT 13F-HR 1/19/2022, 01:02 PM
Q3 2021 34 $115M +$769K -$6.26M -$5.49M CERN, VTI, VXUS, BIV, MSFT 13F-HR 10/19/2021, 09:30 AM
Q2 2021 36 $128M +$2.65M -$1.83M +$823K CERN, VTI, VXUS, BIV, MSFT 13F-HR 9/23/2021, 04:39 PM
Q1 2021 33 $118M $0 $0 CERN, VTI, VXUS, BIV, MSFT 13F-HR 10/21/2021, 04:16 PM
Q4 2020 29 $118M CERN, VTI, VXUS, BIV, COST 13F-HR 10/21/2021, 04:16 PM