• 13F History

Financial Council, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$186M
Signature - Title
Jodi Greenlund - COO
Location
Towson, MD
Summary
This page shows a list of all the recent 13F filings made by Financial Council, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Council, LLC reported 87 stock holdings with total value $186M as of Q1 2025. Top holdings included CGGO, CGGR, SPYV, IUSG, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 87 $186M +$2.81M -$3.19M -$384K CGGO, CGGR, SPYV, IUSG, AAPL 13F-HR 4/15/2025, 09:44 AM
Q4 2024 91 $194M +$3.46M -$1.73M +$1.73M CGGO, CGGR, AAPL, IUSG, SPYV 13F-HR 2/6/2025, 09:28 AM
Q3 2024 91 $192M +$5.07M -$793K +$4.27M CGGO, CGGR, AAPL, IUSG, SPYV 13F-HR 11/12/2024, 11:52 AM
Q2 2024 81 $179M +$8.62M -$2.6M +$6.02M CGGO, CGGR, IUSG, AAPL, SPYV 13F-HR 8/12/2024, 02:00 PM
Q1 2024 83 $169M +$13.2M -$2.32M +$10.9M CGGO, CGGR, IUSG, SPYV, AAPL 13F-HR 5/3/2024, 07:08 PM
Q4 2023 76 $149M +$10.4M -$616K +$9.82M CGGO, CGGR, IUSG, AAPL, SPYV 13F-HR 1/29/2024, 11:44 AM
Q3 2023 72 $126M +$2.69M -$2.53M +$165K CGGO, CGGR, IUSG, AAPL, IUSV 13F-HR 10/31/2023, 04:26 PM
Q2 2023 70 $131M +$3.18M -$2.97M +$207K CGGO, CGGR, IUSG, AAPL, IUSV 13F-HR 7/14/2023, 08:08 PM
Q1 2023 69 $123M +$3.26M -$19.7M -$16.4M CGGO, CGGR, IUSG, AAPL, IUSV 13F-HR 5/17/2023, 04:50 PM
Q4 2022 72 $160M +$74.4M -$7.16M +$67.3M CGGO, SUB, IUSB, CGGR, BND 13F-HR 1/26/2023, 05:35 PM
Q3 2022 56 $86.6M +$11.7M -$767K +$10.9M IUSG, IUSV, CGGO, SPYG, AAPL 13F-HR 10/13/2022, 04:27 PM
Q2 2022 42 $80.1M +$11.5M -$906K +$10.6M IUSG, IUSV, CGGO, SPYG, AAPL 13F-HR 8/2/2022, 03:36 PM
Q1 2022 42 $82.6M +$5.81M -$1.15M +$4.66M IUSG, IUSV, SPYG, AAPL, IWV 13F-HR 5/2/2022, 01:11 PM
Q4 2021 47 $83.7M +$5.68M -$286K +$5.39M IUSG, IUSV, SPYG, AAPL, IWV Restatement 1/21/2022, 05:33 PM
Q3 2021 42 $70.9M $0 $0 IUSG, IUSV, AAPL, SPYG, IWV 13F-HR 11/9/2021, 08:17 PM