• 13F History

Huber Financial Advisors, LLC

13F Filings History

Latest 13F report
Q1 2020 - Apr 17, 2020
Value $
$267M
Signature - Title
Margaret M. Baer - Chief Compliance Officer
Location
Lincolnshire, IL
Summary
This page shows a list of all the recent 13F filings made by Huber Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Huber Financial Advisors, LLC reported 114 stock holdings with total value $267M as of Q1 2020. Top holdings included BNDX, DGRW, MTUM, EMLP, and EES.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2020 114 $267M +$35.9M -$4.24M +$31.7M BNDX, DGRW, MTUM, EMLP, EES 13F-HR 4/17/2020, 05:24 PM
Q4 2019 123 $288M +$26.8M -$4.94M +$21.9M DGRW, BNDX, MTUM, EMLP, EES 13F-HR 2/7/2020, 06:50 PM
Q3 2019 120 $256M +$25.8M -$2.6M +$23.2M BNDX, DGRW, MTUM, EMLP, EES 13F-HR 10/30/2019, 09:32 AM
Q2 2019 122 $230M +$25.3M -$2.3M +$23M DGRW, MTUM, BNDX, EMLP, EES 13F-HR 8/5/2019, 12:52 PM
Q1 2019 119 $205M +$22.8M -$17.8M +$4.97M DGRW, BNDX, MTUM, EMLP, VEA 13F-HR 4/17/2019, 07:15 PM
Q4 2018 97 $183M +$68.6M -$1.53M +$67.1M BNDX, DGRW, MTUM, VEA, EMLP 13F-HR 2/6/2019, 08:54 PM
Q3 2018 103 $130M +$18.9M -$862K +$18M BNDX, EMLP, VEA, DGRW, MTUM 13F-HR 11/6/2018, 03:39 PM
Q2 2018 97 $110M +$9.01M -$828K +$8.18M BNDX, EMLP, VEA, LFUS, AAPL 13F-HR 8/6/2018, 04:55 PM
Q1 2018 91 $102M +$16.1M -$1.64M +$14.5M BNDX, VEA, EMLP, LFUS, AAPL 13F-HR 4/30/2018, 03:32 PM
Q4 2017 78 $90.8M BNDX, VEA, EMLP, LFUS, NAD 13F-HR 1/30/2018, 02:07 PM