13F Filings History of BRIGGS ADVISORY GROUP, INC.

Latest 13F report
Q3 2023 - 27 Oct 2023
Value $
$174,724,922
Signature - Title
Harold E. Briggs, Jr. - CHIEF COMPLIANCE OFFICER
Location
Lincoln, RI
Summary
This page shows a list of all the recent 13F filings made by BRIGGS ADVISORY GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIGGS ADVISORY GROUP, INC. reported 60 stock holdings with total value $174,724,922 as of Q3 2023. Top holdings included IVV, ITOT, SLYV, IDEV, and IWM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 60 $174,724,922 +$6,770,580 -$3,055,270 +$3,715,310 IVV, ITOT, SLYV, IDEV, IWM 13F-HR 27 Oct 2023, 12:31
Q2 2023 56 $179,096,126 +$4,991,125 -$2,244,110 +$2,747,015 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 24 Jul 2023, 10:57
Q1 2023 56 $168,746,888 +$4,108,689 -$606,725 +$3,501,964 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 05 May 2023, 16:32
Q4 2022 54 $157,063,081 +$15,998,256 -$3,512,808 +$12,485,448 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 09 Feb 2023, 16:39
Q3 2022 47 $133,315,000 +$9,670,482 -$1,637,334 +$8,033,148 IVV, ITOT, SLYV, IWM, IDEV 13F-HR 01 Nov 2022, 10:39
Q2 2022 51 $136,857,000 +$15,986,252 -$4,753,730 +$11,232,522 IVV, ITOT, SLYV, IWM, DFAX 13F-HR 22 Jul 2022, 13:56
Q1 2022 52 $150,643,000 +$13,327,528 -$2,229,228 +$11,098,300 IVV, SLYV, ITOT, IWM, DFAX 13F-HR 14 Apr 2022, 11:03
Q4 2021 49 $146,591,000 $0 IVV, SLYV, IWM, ITOT, DFAX 13F-HR 27 Jan 2022, 11:55