• 13F History

KB FINANCIAL PARTNERS, LLC

13F Filings History

Latest 13F report
Q3 2023 - Nov 15, 2023
Value $
$347M
Signature - Title
Matthew J. Rozzi - Chief Operating Officer & Chief Compliance Officer
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by KB FINANCIAL PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KB FINANCIAL PARTNERS, LLC reported 575 stock holdings with total value $347M as of Q3 2023. Top holdings included GSLC, IVV, MBB, DGRW, and GSIE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 575 $347M +$3.81M -$4.01M -$200K GSLC, IVV, MBB, DGRW, GSIE 13F-HR 11/15/2023, 07:27 AM
Q2 2023 610 $364M +$51.2M -$42.1M +$9.05M GSLC, MBB, IVV, DGRW, GSIE 13F-HR 8/14/2023, 06:43 PM
Q1 2023 554 $340M +$46.1M -$7.35M +$38.8M GSLC, MBB, IVV, DGRW, GSIE 13F-HR 5/16/2023, 09:43 PM
Q4 2022 553 $293M +$21.1M -$27.5M -$6.41M GSLC, IVV, DGRW, GSIE, JPST 13F-HR 2/17/2023, 08:42 PM
Q3 2022 541 $279M +$44.2M -$18.6M +$25.6M GSLC, DGRW, IVV, GSIE, JPST 13F-HR 11/14/2022, 08:10 PM
Q2 2022 546 $289M +$36.4M -$59M -$22.7M GSLC, DGRW, IVV, GSIE, SWAN 13F-HR 8/11/2022, 10:42 AM
Q1 2022 582 $340M +$34.5M -$2.94M +$31.6M GSLC, MBB, DGRW, IVV, JPST 13F-HR 5/16/2022, 09:07 PM
Q4 2021 628 $348M +$77.4M -$18.2M +$59.2M GSLC, MBB, IVV, DGRW, JPST 13F-HR 2/17/2022, 05:06 PM
Q3 2021 161 $273M +$27.2M -$16.8M +$10.4M GSLC, IVV, JPST, DGRW, MBB 13F-HR 11/15/2021, 08:00 PM
Q2 2021 606 $265M +$55.3M -$37.8M +$17.6M GSLC, IVV, JPST, MBB, DGRW 13F-HR 8/16/2021, 09:18 PM
Q1 2021 614 $235M $0 $0 GSLC, IVV, MBB, JPST, DGRW 13F-HR 6/8/2021, 04:26 PM