13F Filings History of DMC Group, LLC

Latest 13F report
Q3 2025 - 29 Oct 2025
Value $
$144,488,445
Signature - Title
Donnie Carlson - CCO
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by DMC Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DMC Group, LLC reported 142 stock holdings with total value $144,488,445 as of Q3 2025. Top holdings included AAPL, AGG, MSFT, IGSB, and PLTR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 142 $144,488,445 +$13,221,814 -$4,541,551 +$8,680,263 AAPL, AGG, MSFT, IGSB, PLTR 13F-HR 29 Oct 2025, 10:13
Q2 2025 126 $128,627,149 +$12,358,650 -$14,819,377 -$2,460,727 AAPL, AGG, MSFT, IGSB, META 13F-HR 23 Jul 2025, 12:44
Q1 2025 126 $122,761,016 +$12,863,217 -$11,373,345 +$1,489,872 AAPL, AGG, UCB, MSFT, IGIB 13F-HR 30 Apr 2025, 15:45
Q4 2024 129 $122,954,349 +$8,994,490 -$7,816,578 +$1,177,912 AAPL, AGG, MSFT, META, IGIB 13F-HR 23 Jan 2025, 13:05
Q3 2024 132 $123,586,349 +$10,592,981 -$8,504,137 +$2,088,844 AAPL, AGG, MSFT, IGIB, META 13F-HR 18 Oct 2024, 15:16
Q2 2024 120 $116,688,387 +$5,700,780 -$5,945,837 -$245,057 AAPL, AGG, MSFT, META, IGIB 13F-HR 16 Jul 2024, 16:22
Q1 2024 123 $115,750,476 +$7,505,663 -$2,653,582 +$4,852,081 AAPL, AGG, MSFT, META, IGIB 13F-HR 19 Apr 2024, 13:02
Q4 2023 123 $105,763,514 +$6,830,961 -$9,461,645 -$2,630,684 AAPL, AGG, MSFT, IGSB, IGIB 13F-HR 10 Jan 2024, 14:27
Q3 2023 116 $98,719,514 +$8,213,994 -$2,890,832 +$5,323,162 AAPL, AGG, MSFT, IGSB, BKLN 13F-HR 26 Oct 2023, 09:02
Q2 2023 117 $100,027,038 +$3,105,858 -$4,008,783 -$902,925 AAPL, AGG, MSFT, TIP, BKLN 13F-HR 13 Jul 2023, 10:04
Q1 2023 121 $99,049,397 +$12,916,335 -$9,507,368 +$3,408,967 AAPL, AGG, MSFT, TIP, BKLN Restatement 24 Apr 2023, 11:38
Q4 2022 114 $88,628,000 +$5,912,108 -$2,325,117 +$3,586,991 AAPL, AGG, MSFT, TIP, BKLN 13F-HR 06 Feb 2023, 19:00
Q3 2022 105 $82,767,000 +$5,855,925 -$2,419,757 +$3,436,168 AAPL, AGG, MSFT, TIP, FLOT 13F-HR 27 Oct 2022, 15:04
Q2 2022 104 $84,470,000 +$7,201,010 -$1,241,603 +$5,959,407 AAPL, AGG, MSFT, TIP, GOOGL 13F-HR 09 Aug 2022, 13:15
Q1 2022 101 $88,353,000 +$1,360,738 -$18,592,357 -$17,231,619 AAPL, AGG, MSFT, TIP, GOOGL 13F-HR 25 Apr 2022, 14:42
Q4 2021 113 $104,638,000 $0 AAPL, AGG, MSFT, IGOV, TIP 13F-HR 31 Jan 2022, 12:56