• 13F History

Bickling Financial Services, Inc.

13F Filings History

Latest 13F report
Q4 2022 - Jan 31, 2023
Value $
$160M
Signature - Title
Spencer Betts - CCO
Location
Lexington, MA
Summary
This page shows a list of all the recent 13F filings made by Bickling Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bickling Financial Services, Inc. reported 119 stock holdings with total value $160M as of Q4 2022. Top holdings included RSP, FVD, COWZ, BRKB, and FV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 119 $160M +$10.7M -$6.38M +$4.33M RSP, FVD, COWZ, BRKB, FV 13F-HR 1/31/2023, 03:53 PM
Q3 2022 115 $148M +$6.62M -$3.04M +$3.58M RSP, FVD, BRKB, ARKK, FV 13F-HR 11/14/2022, 08:15 AM
Q2 2022 119 $158M +$5.48M -$3.14M +$2.34M RSP, FVD, BRKB, FPXI, ARKK 13F-HR 8/12/2022, 12:36 PM
Q1 2022 131 $195M +$7.76M -$3.55M +$4.21M RSP, ARKK, BRKB, FVD, FPXI 13F-HR 5/25/2022, 04:13 PM
Q4 2021 132 $206M +$11.9M -$8.23M +$3.64M RSP, ARKK, FPXI, FVD, BSTZ 13F-HR 2/14/2022, 01:40 PM
Q3 2021 123 $197M +$8.01M -$21.2M -$13.2M RSP, ARKK, FPXI, BSTZ, BRKB 13F-HR 11/1/2021, 08:40 AM
Q2 2021 136 $221M +$40.8M -$31.6M +$9.2M RSP, ARKK, FPXI, BSTZ, IVV 13F-HR 8/16/2021, 10:26 AM
Q1 2021 114 $199M +$40.1M -$8.26M +$31.8M ARKK, SPY, RSP, FPXI, HYT 13F-HR 5/12/2021, 07:46 AM
Q4 2020 94 $162M ARKK, SPY, HYT, SPTM, BRKB 13F-HR 2/26/2021, 04:04 PM