• 13F History

Broadview Financial Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$140M
Signature - Title
Angie Pingel - General Counsel & CCO
Location
Wauwatosa, WI
Summary
This page shows a list of all the recent 13F filings made by Broadview Financial Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Broadview Financial Management, LLC reported 41 stock holdings with total value $140M as of Q4 2024. Top holdings included IEFA, IVV, IVE, IVW, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 41 $140M +$7.41M -$4.5M +$2.92M IEFA, IVV, IVE, IVW, BND 13F-HR 2/3/2025, 02:44 PM
Q3 2024 42 $148M +$2.14M -$968K +$1.17M IEFA, IVV, IVE, BND, IVW 13F-HR 11/25/2024, 11:21 AM
Q2 2024 40 $137M +$1.79M -$1.89M -$94.2K IEFA, IVV, IVE, BND, IVW 13F-HR 7/31/2024, 05:36 PM
Q1 2024 40 $137M +$2.81M -$1.6M +$1.21M IEFA, IVV, IVE, BND, IJK 13F-HR 5/10/2024, 03:05 PM
Q4 2023 39 $130M +$14.2M -$4.42M +$9.82M IEFA, IVV, IVE, BND, IJK 13F-HR 2/14/2024, 12:25 PM
Q3 2023 40 $108M +$39.3K -$3.96M -$3.92M IEFA, IVV, IVE, IEMG, IJK 13F-HR 11/15/2023, 12:57 PM
Q2 2023 42 $117M +$392K -$3M -$2.61M IEFA, IVV, IVE, IJK, IEMG 13F-HR 8/14/2023, 11:14 AM
Q1 2023 40 $114M +$908K -$1.89M -$980K IEFA, IVV, IVE, IEMG, IJK 13F-HR 4/28/2023, 03:40 PM
Q4 2022 43 $111M +$5.68M -$3.6M +$2.08M IEFA, IVV, IVE, IEMG, IJK 13F-HR 2/14/2023, 03:53 PM
Q3 2022 39 $98.7M +$606K -$897K -$291K IEFA, IVV, IVE, IJK, IVW 13F-HR 2/14/2023, 03:40 PM
Q2 2022 39 $107M +$1.03M -$2.78M -$1.75M IEFA, IVV, IVE, IJK, IVW 13F-HR 8/3/2022, 03:38 PM
Q1 2022 49 $135M +$7.93M -$1.22M +$6.71M IEFA, IVV, IVE, IVW, IJK 13F-HR 4/21/2022, 02:55 PM
Q4 2021 48 $140M +$4.45M -$1.05M +$3.4M IEFA, IVV, IVE, IVW, IJK 13F-HR 2/16/2022, 10:04 AM
Q3 2021 46 $129M +$237K -$1.65M -$1.41M IEFA, IVV, IVE, IJK, IVW 13F-HR 11/8/2021, 02:52 PM
Q2 2021 47 $133M +$1.12M -$4.18M -$3.06M IEFA, IVV, IVE, IJK, IEMG 13F-HR 7/20/2021, 05:39 PM
Q1 2021 44 $129M +$1.2M -$11.7M -$10.5M IEFA, IVV, IVE, IJK, IEMG 13F-HR 5/14/2021, 01:08 PM
Q4 2020 46 $130M +$19.4M -$5.74M +$13.6M IEFA, IVV, IJK, IVE, IEMG 13F-HR 2/8/2021, 02:38 PM
Q3 2020 44 $119M +$238K -$13.7M -$13.5M IEFA, IVV, IJK, IVE, IEMG 13F-HR 11/6/2020, 02:26 PM
Q2 2020 45 $125M +$4.03M -$10.5M -$6.48M IEFA, IVV, IJK, IVW, IVE 13F-HR 8/12/2020, 05:21 PM
Q1 2020 40 $112M +$4.29M -$3.04M +$1.25M IEFA, IVV, IJK, IVE, IVW 13F-HR 5/11/2020, 11:12 AM
Q4 2019 44 $144M +$3.22M -$2.78M +$445K IEFA, IVV, IJK, IVE, IEMG 13F-HR 2/5/2020, 11:02 AM
Q3 2019 44 $135M +$2.88M -$773K +$2.11M IEFA, IVV, IJK, IVE, IVW 13F-HR 10/30/2019, 10:53 AM
Q2 2019 46 $133M +$2.7M -$1.13M +$1.57M IEFA, IVV, IJK, IVE, IEMG 13F-HR 8/2/2019, 03:45 PM
Q1 2019 45 $128M +$10.8M -$731K +$10.1M IEFA, IVV, IJK, IVE, IEMG 13F-HR 5/3/2019, 03:03 PM
Q4 2018 52 $113M +$24.3M -$7.29M +$17M IEFA, IVV, IJK, IVE, IEMG 13F-HR 1/28/2019, 02:07 PM
Q3 2018 38 $111M +$6.47M -$886K +$5.58M IEFA, IVV, IJK, IVE, IEMG 13F-HR 11/6/2018, 01:58 PM
Q2 2018 37 $102M +$2.81M -$1.21M +$1.6M IEFA, IVV, IJK, IVE, IEMG 13F-HR 8/8/2018, 04:12 PM
Q1 2018 37 $101M +$1.12M -$1.62M -$493K IEFA, IVV, IJK, IVE, IEMG 13F-HR 5/11/2018, 12:16 PM
Q4 2017 38 $103M IEFA, IVV, IJK, IVE, IEMG 13F-HR 2/13/2018, 05:17 PM