Nalls Sherbakoff Group, LLC

13F Filings History

Latest 13F report: Q4 2023 - Apr 9, 2024
Value $: $112M
Signature - Title: Catherine S. Snell - Office Manager
Location: Knoxville, TN
Summary: This page shows a list of all the recent 13F filings made by Nalls Sherbakoff Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nalls Sherbakoff Group, LLC reported 459 stock holdings with total value $112M as of Q4 2023. Top holdings included SCHB, SCHF, IGSB, VNQ, and SCHZ.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2023	459	$112M	+$3.38M	-$4.14M	-$758K	SCHB, SCHF, IGSB, VNQ, SCHZ	13F-HR	4/9/2024, 03:57 PM
Q3 2023	463	$103M	+$2.07M	-$1.02M	+$1.05M	SCHB, SCHF, IGSB, VNQ, SCHZ	13F-HR	10/17/2023, 04:37 PM
Q2 2023	472	$101M	+$2.26M	-$806K	+$1.45M	SCHB, SCHF, IGSB, VNQ, SCHZ	13F-HR	10/17/2023, 04:35 PM
Q1 2023	517	$100M				SCHB, SCHF, IGSB, VNQ, SCHZ	13F-HR	10/17/2023, 04:33 PM
Q4 2018	365	$62.5M				SCHB, IGSB, SCHZ, SCHF, VNQ	Restatement	2/15/2019, 03:36 PM