• 13F History

Bryant Woods Investment Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$206M
Signature - Title
Benjamin F. Weihrich - Chief Compliance Officer
Location
Getzville, NY
Summary
This page shows a list of all the recent 13F filings made by Bryant Woods Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bryant Woods Investment Advisors, LLC reported 49 stock holdings with total value $206M as of Q4 2024. Top holdings included IVV, IJH, VOO, AAPL, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 49 $206M +$9.49M -$1.43M +$8.05M IVV, IJH, VOO, AAPL, IJR 13F-HR 1/21/2025, 05:33 PM
Q3 2024 46 $196M +$13.9M -$16M -$2.07M IVV, IJH, VOO, AAPL, IJR 13F-HR 11/13/2024, 05:18 PM
Q2 2024 42 $64.9M +$12.2M -$8.48M +$3.67M IJR, AAPL, IEMG, ACWV, IVOO 13F-HR 7/25/2024, 05:08 PM
Q1 2024 46 $169M +$33.4M -$12.2M +$21.2M IVV, IJH, VOO, AAPL, IJR 13F-HR 5/2/2024, 09:24 PM
Q4 2023 43 $157M +$13.7M -$9.6M +$4.11M IVV, IJH, VOO, IJR, AAPL 13F-HR 1/18/2024, 09:31 AM
Q3 2023 47 $137M +$6.1M -$3.33M +$2.78M IVV, IJH, IJR, AAPL, VOO 13F-HR 11/13/2023, 01:50 PM
Q2 2023 42 $141M +$3.88M -$1.11M +$2.78M IVV, IJH, IJR, AAPL, IEMG 13F-HR 7/17/2023, 09:49 PM
Q1 2023 41 $129M +$13.1M -$1.88M +$11.3M IVV, IJH, IJR, AAPL, IEMG 13F-HR 4/14/2023, 02:59 PM
Q4 2022 41 $118M +$5.34M -$1.19M +$4.15M IVV, IJH, IJR, IEMG, AAPL 13F-HR 2/7/2023, 07:40 PM
Q3 2022 39 $105M +$6.84M -$293K +$6.54M IVV, IJH, IJR, IEMG, AAPL 13F-HR 11/3/2022, 06:26 PM
Q2 2022 37 $104M +$3.9M -$881K +$3.02M IVV, IJH, IJR, IEMG, AAPL 13F-HR 8/5/2022, 01:41 PM
Q1 2022 36 $121M +$13.4M -$1.2M +$12.2M IVV, IJH, IJR, IEMG, AAPL 13F-HR 5/9/2022, 06:29 PM
Q4 2021 33 $128M IJH, IVV, FDLO, IJR, IEMG 13F-HR 2/11/2022, 07:53 PM