• 13F History

BRIGGS ADVISORY GROUP, INC.

13F Filings History

Latest 13F report
Q3 2023 - Oct 27, 2023
Value $
$175M
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 $175M as of Q3 2023. Top holdings included IVV, ITOT, SLYV, IDEV, and IWM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 60 $175M +$6.77M -$3.06M +$3.72M IVV, ITOT, SLYV, IDEV, IWM 13F-HR 10/27/2023, 12:31 PM
Q2 2023 56 $179M +$4.99M -$2.24M +$2.75M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 7/24/2023, 10:57 AM
Q1 2023 56 $169M +$4.11M -$607K +$3.5M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 5/5/2023, 04:32 PM
Q4 2022 54 $157M +$16M -$3.51M +$12.5M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 2/9/2023, 04:39 PM
Q3 2022 47 $133M +$9.67M -$1.64M +$8.03M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 11/1/2022, 10:39 AM
Q2 2022 51 $137M +$16M -$4.75M +$11.2M IVV, ITOT, SLYV, IWM, DFAX 13F-HR 7/22/2022, 01:56 PM
Q1 2022 52 $151M +$13.3M -$2.23M +$11.1M IVV, SLYV, ITOT, IWM, DFAX 13F-HR 4/14/2022, 11:03 AM
Q4 2021 49 $147M IVV, SLYV, IWM, ITOT, DFAX 13F-HR 1/27/2022, 11:55 AM