• 13F History

Edmonds Duncan Registered Investment Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$449M
Signature - Title
Don Duncan - Principal
Location
Lawrence, KS
Summary
This page shows a list of all the recent 13F filings made by Edmonds Duncan Registered Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Edmonds Duncan Registered Investment Advisors, LLC reported 108 stock holdings with total value $449M as of Q3 2024. Top holdings included FBND, VIG, SPDW, SPYG, and SPYV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 108 $449M +$23M -$8.12M +$14.8M FBND, VIG, SPDW, SPYG, SPYV 13F-HR 11/13/2024, 02:44 PM
Q2 2024 130 $410M +$29.1M -$29M +$90K FBND, VIG, SPDW, SPYG, SPYV 13F-HR 7/16/2024, 04:50 PM
Q1 2024 134 $395M +$8.34M -$3.86M +$4.49M FLTR, VIG, SPDW, SPYG, SPYV 13F-HR 4/18/2024, 03:09 PM
Q4 2023 133 $385M +$20.9M -$337M -$316M FLTR, SPDW, VIG, SPYV, SPYG 13F-HR 1/11/2024, 04:16 PM
Q3 2023 129 $320M +$46.3M -$1.66M +$44.7M FLTR, VIG, SPYG, SPYV, IEF 13F-HR 10/16/2023, 12:17 PM
Q2 2023 137 $333M +$20.8M -$3.09M +$17.7M FLTR, SPDW, VIG, SPYG, SPYV 13F-HR 7/6/2023, 03:26 PM
Q1 2023 139 $323M +$15.8M -$1.48M +$14.4M FLTR, SPDW, VIG, SPYV, SPYG 13F-HR 4/12/2023, 12:46 PM
Q4 2022 135 $307M +$48.2M -$28.3M +$19.9M SPDW, VIG, FLTR, SPYV, SPYG 13F-HR 1/20/2023, 01:50 PM
Q3 2022 123 $283M +$12M -$850K +$11.2M VIG, SPDW, SPYG, SPYV, DRSK 13F-HR 10/14/2022, 02:28 PM
Q2 2022 127 $291M +$24.1M -$8.64M +$15.5M SPDW, VIG, SPYV, SPYG, DRSK 13F-HR 7/20/2022, 02:51 PM
Q1 2022 142 $342M +$9.58M -$392K +$9.19M SPDW, SPYG, VIG, SPYV, DRSK 13F-HR 4/12/2022, 04:07 PM
Q4 2021 135 $336M +$22.2M -$2.71M +$19.5M SPDW, VIG, SPYG, SPYV, DRSK 13F-HR 1/27/2022, 10:10 AM
Q3 2021 142 $329M +$15.3M -$3.93M +$11.4M SPDW, SPYG, VIG, SPYV, WBND 13F-HR 10/19/2021, 03:01 PM
Q2 2021 140 $321M +$21.8M -$17.4M +$4.37M SPDW, SPYG, VIG, SPYV, WBND 13F-HR 7/27/2021, 03:54 PM
Q1 2021 129 $302M +$1.81M -$2.5M -$695K SPDW, VIG, SPYV, SPYG, WBND 13F-HR 5/6/2021, 02:52 PM
Q4 2020 114 $287M +$86.4M -$62.8M +$23.6M SPDW, SPYG, VIG, SPYV, WBND 13F-HR 2/19/2021, 01:31 PM
Q3 2020 108 $240M +$12.2M -$3.82M +$8.39M SPDW, SPSM, SPYG, SPYV, VIG 13F-HR 11/4/2020, 01:49 PM
Q2 2020 112 $230M +$5.98M -$932K +$5.04M SPDW, SPSM, FLTR, SPYG, VIG 13F-HR 7/31/2020, 10:52 AM
Q1 2020 108 $197M +$68.8M -$40M +$28.9M SPDW, FLTR, SPSM, IGSB, VIG 13F-HR 4/7/2020, 03:56 PM
Q4 2019 116 $247M +$10.2M -$12.6M -$2.44M IEFA, IJR, IVW, IVE, FLTR 13F-HR 1/30/2020, 02:11 PM
Q3 2019 108 $237M +$1.92M -$7.17M -$5.24M IJR, IVW, IVE, IEFA, FLTR 13F-HR 11/8/2019, 10:09 AM
Q2 2019 112 $243M +$15.7M -$10.6M +$5.07M IJR, IVW, FLTR, IEFA, IVE 13F-HR 8/6/2019, 10:20 AM
Q1 2019 114 $240M +$5.02M -$838K +$4.19M IVW, IJR, FLTR, IEFA, IVE 13F-HR 5/15/2019, 11:03 AM
Q4 2018 115 $214M +$11.3M -$9.81M +$1.51M FLTR, IVW, IJR, IEFA, IVE 13F-HR 2/14/2019, 11:28 AM
Q3 2018 113 $244M +$37.6M -$26.2M +$11.4M FLTR, IVW, IJR, IVE, IGSB 13F-HR 11/14/2018, 11:35 AM
Q2 2018 115 $229M +$11.4M -$4.37M +$7.07M IVW, IVE, LQD, IEFA, EFA 13F-HR 8/9/2018, 11:55 AM
Q1 2018 110 $215M +$7.85M -$407K +$7.44M IVW, LQD, IVE, IEFA, EFA 13F-HR 5/23/2018, 03:02 PM
Q4 2017 110 $221M +$5.93M -$2.1M +$3.83M IVW, IVE, LQD, IEFA, EFA 13F-HR 2/15/2018, 12:32 PM
Q3 2017 106 $215M +$65.7M -$27.7M +$38M IVW, LQD, IEFA, IVE, EFA 13F-HR 11/13/2017, 02:25 PM
Q2 2017 99 $174M +$8.29M -$689K +$7.6M IVW, IVE, DGRO, MLPAXXXX, IEFA 13F-HR 8/10/2017, 03:39 PM
Q1 2017 98 $187M +$10.3M -$950K +$9.37M IVW, LQD, IVE, MLPAXXXX, DGRO 13F-HR 5/3/2017, 08:32 PM
Q4 2016 94 $172M +$23M -$7.51M +$15.5M MLPAXXXX, LQD, IVW, IVE, DGRO 13F-HR 2/1/2017, 09:07 AM
Q3 2016 102 $165M +$14.3M -$10.7M +$3.66M MLPAXXXX, IVW, IVE, DGRO, HYG 13F-HR 10/28/2016, 04:06 PM
Q2 2016 92 $165M +$8.42M -$1.06M +$7.36M IVW, IVE, DGRO, LQD, HYG 13F-HR 8/29/2016, 12:23 PM
Q1 2016 96 $150M +$4.18M -$894K +$3.29M IVW, IVE, DGRO, LQD, HYG 13F-HR 4/19/2016, 09:46 AM
Q4 2015 96 $146M IVW, IVE, DGRO, LQD, HYG 13F-HR 3/1/2016, 07:09 AM