• 13F History

CHB Investment Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$188M
Signature - Title
Ashleigh Swayze - Counsel
Location
New Hope, PA
Summary
This page shows a list of all the recent 13F filings made by CHB Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CHB Investment Group, LLC reported 74 stock holdings with total value $188M as of Q1 2025. Top holdings included BIV, LQD, ANGL, VCIT, and AXON.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 74 $188M +$2.06M -$1.18M +$885K BIV, LQD, ANGL, VCIT, AXON 13F-HR 4/17/2025, 11:53 AM
Q4 2024 74 $184M +$8.16M -$3.68M +$4.48M BIV, LQD, ANGL, VCIT, AXON 13F-HR 1/13/2025, 03:47 PM
Q3 2024 73 $188M $0 $0 BIV, LQD, ANGL, VCIT, AXON 13F-HR 10/17/2024, 01:35 PM