• 13F History

Verum Partners LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$371M
Signature - Title
Holly Skipper - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Verum Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Verum Partners LLC reported 160 stock holdings with total value $371M as of Q1 2025. Top holdings included FPAG, GOVT, IJR, VOO, and VCRB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 160 $371M +$45.1M -$14.5M +$30.5M FPAG, GOVT, IJR, VOO, VCRB 13F-HR 4/11/2025, 10:45 AM
Q4 2024 164 $347M +$38.2M -$17M +$21.2M GOVT, FPAG, VOO, JPST, IJR 13F-HR 1/17/2025, 08:49 AM
Q3 2024 162 $341M +$26.5M -$11.1M +$15.4M GOVT, JPST, VOO, FPAG, IVV 13F-HR 10/16/2024, 08:18 AM
Q2 2024 153 $310M +$55.3M -$30.3M +$25M GOVT, JPST, FPAG, VOO, IVV 13F-HR 7/15/2024, 09:56 AM
Q1 2024 156 $282M +$34.3M -$19.8M +$14.5M GOVT, JPST, IVV, FPAG, FNDF 13F-HR 4/18/2024, 01:02 PM
Q4 2023 142 $253M +$28.6M -$18M +$10.6M GOVT, JPST, IVV, IJR, VIG 13F-HR 1/18/2024, 09:34 AM
Q3 2023 132 $224M +$124M -$951K +$123M JPST, IVV, IJR, VIG, GOVT 13F-HR 10/10/2023, 02:20 PM
Q2 2023 105 $110M +$17.9M -$4.25M +$13.6M JPST, VGSH, FNDF, FNDX, VEA 13F-HR 7/24/2023, 10:24 AM
Q1 2023 64 $93.6M +$14.2M -$1.63M +$12.6M JPST, VGSH, FNDF, IVV, FNDX 13F-HR 4/13/2023, 11:15 AM
Q4 2022 69 $81.4M VGSH, FNDF, IVV, FNDX, VEA 13F-HR 1/25/2023, 01:59 PM