• 13F History

Tevis Investment Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$135M
Signature - Title
Ryan Tevis - CCO
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by Tevis Investment Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tevis Investment Management reported 96 stock holdings with total value $135M as of Q4 2024. Top holdings included BRKB, GBIL, AAPL, CCEP, and UL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $135M +$11.1M -$6.42M +$4.73M BRKB, GBIL, AAPL, CCEP, UL 13F-HR 1/28/2025, 04:14 PM
Q3 2024 88 $135M +$6.9M -$4.99M +$1.91M BRKB, GBIL, AAPL, CCEP, UL 13F-HR 10/25/2024, 05:49 PM
Q2 2024 88 $124M +$10.2M -$3.44M +$6.75M BRKB, GBIL, CCEP, AAPL, INVH 13F-HR 7/23/2024, 04:36 PM
Q1 2024 89 $118M +$6.82M -$4.9M +$1.91M BRKB, GBIL, CCEP, INVH, AAPL 13F-HR 4/16/2024, 12:15 PM
Q4 2023 88 $109M +$10.1M -$6.31M +$3.83M BRKB, CCEP, AAPL, GBIL, INVH 13F-HR 1/19/2024, 01:43 PM
Q3 2023 82 $98.6M +$7.85M -$3.1M +$4.75M BRKB, CCEP, AAPL, INVH, GBIL 13F-HR 10/16/2023, 01:25 PM
Q2 2023 86 $102M +$4.77M -$2.78M +$1.99M BRKB, CCEP, AAPL, INVH, BIL Restatement 8/1/2023, 10:00 AM
Q1 2023 85 $98.4M +$8.03M -$2.48M +$5.55M CCEP, BRKB, AAPL, BIL, INVH 13F-HR 5/2/2023, 05:14 PM
Q4 2022 83 $93.9M +$4.16M -$904K +$3.25M CCEP, BRKB, INVH, AAPL, MRK 13F-HR 1/30/2023, 06:32 PM
Q3 2022 387 $102M BRKB, CCEP, INVH, AAPL, BIL 13F-HR 11/7/2022, 11:21 AM
Q2 2022 395 $55.4M CCEP, INVH, MRK, L, AEM 13F-HR 8/8/2022, 03:46 PM
Q1 2022 414 $63M CCEP, INVH, AEM, MRK, L 13F-HR 8/5/2022, 02:14 PM
Q4 2021 467 $67.2M CCEP, INVH, PFE, L, DD 13F-HR 8/5/2022, 01:24 PM