Syverson Strege & Co

13F Filings History

Latest 13F report
Q2 2025 - Aug 4, 2025
Value $
$423M
Signature - Title
Matt Roberts - Chief Compliance Officer
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Syverson Strege & Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Syverson Strege & Co reported 168 stock holdings with total value $423M as of Q2 2025. Top holdings included DFAC, DFIC, DFEM, DUHP, and DFAU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 168 $423M +$87.8M -$1.51M +$86.2M DFAC, DFIC, DFEM, DUHP, DFAU 13F-HR 8/4/2025, 04:20 PM
Q1 2025 79 $311M +$17.9M -$4.44M +$13.4M DFAC, DFIC, DFEM, DUHP, DFGR 13F-HR 5/13/2025, 10:45 AM
Q4 2024 78 $300M +$9.89M -$1.03M +$8.86M DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 2/11/2025, 04:30 PM
Q3 2024 69 $298M +$1.12M -$15.8M -$14.6M DFAC, DFIC, DFEM, DUHP, DFGR 13F-HR 11/12/2024, 10:38 AM
Q2 2024 76 $293M +$18.6M -$3.8M +$14.8M DFAC, DFIC, DFEM, DUHP, DFGR 13F-HR 8/7/2024, 11:14 AM
Q1 2024 71 $277M +$8.8M -$6.03M +$2.76M DFAC, DFIC, DUHP, DFEM, DFGR 13F-HR 4/30/2024, 10:05 AM
Q4 2023 69 $258M +$18.4M -$5.78M +$12.6M DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 2/14/2024, 04:55 PM
Q3 2023 62 $223M +$2.19M -$4.23M -$2.04M DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 11/9/2023, 12:01 PM
Q2 2023 62 $234M +$6.14M -$4.93M +$1.21M DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 8/4/2023, 10:17 AM
Q1 2023 665 $234M +$8.3M -$3.7M +$4.6M DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 5/3/2023, 10:33 AM
Q4 2022 315 $220M +$13.7M -$8.87M +$4.79M DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 2/6/2023, 05:14 PM
Q3 2022 259 $197M +$14.7M -$67M -$52.3M DFAC, DFIC, DUHP, DFEM, DFAU 13F-HR 11/9/2022, 09:28 AM
Q2 2022 305 $272M +$203M -$12.8M +$190M DFAC, DFIC, HYMB, MUNI, SMMU 13F-HR 8/11/2022, 03:31 PM
Q1 2022 280 $91.7M +$2.15M -$5.7M -$3.55M USMV, DFAU, MEAR, NEAR, DFAI 13F-HR 4/13/2022, 12:48 PM
Q4 2021 282 $135M +$7.45M -$2.82M +$4.63M DFAC, USMV, DFAU, MEAR, DFAX 13F-HR 1/19/2022, 02:16 PM
Q3 2021 438 $125M +$15.5M -$1.4M +$14.1M DFAC, USMV, DFAU, MEAR, DFAX 13F-HR 11/1/2021, 08:28 PM
Q2 2021 263 $112M +$41.7M -$27.9M +$13.8M USMV, DFAC, MEAR, DFAU, NEAR 13F-HR 8/4/2021, 02:02 PM
Q1 2021 254 $96.2M +$6.97M -$18.5M -$11.5M MEAR, USMV, NEAR, BOND, PRF 13F-HR 5/7/2021, 01:25 PM
Q4 2020 227 $105M USMV, MEAR, NEAR, ACWV, BOND 13F-HR 2/3/2021, 02:11 PM