• 13F History

LPF Advisors LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$122M
Signature - Title
Debbie Bectal - CCO
Location
Sarasota, FL
Summary
This page shows a list of all the recent 13F filings made by LPF Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LPF Advisors LLC reported 34 stock holdings with total value $122M as of Q1 2025. Top holdings included VTI, BND, QQQ, VCIT, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 34 $122M +$6.76M -$2.12M +$4.64M VTI, BND, QQQ, VCIT, FBND 13F-HR 4/11/2025, 01:49 PM
Q4 2024 34 $120M +$7.91M -$842K +$7.07M VTI, BND, QQQ, VCIT, FBND 13F-HR 1/16/2025, 11:20 AM
Q3 2024 37 $117M +$3.58M -$826K +$2.75M VTI, BND, QQQ, VCIT, FBND 13F-HR 10/21/2024, 11:44 AM
Q2 2024 37 $108M +$8.16M -$36.6K +$8.12M VTI, BND, QQQ, VCIT, FBND 13F-HR 7/12/2024, 02:52 PM
Q1 2024 29 $99.8M +$3.48M -$962K +$2.52M VTI, BND, QQQ, VCIT, FBND 13F-HR 5/6/2024, 09:46 PM
Q4 2023 29 $94.1M $0 $0 VTI, BND, VCIT, QQQ, FBND 13F-HR 5/6/2024, 12:49 PM