• 13F History

Mendota Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$92.2M
Signature - Title
Kurt Ahrens - Principal
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Mendota Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mendota Financial Group, LLC reported 115 stock holdings with total value $92.2M as of Q1 2025. Top holdings included DFUS, RSP, DFAI, IGIB, and DFAS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 115 $92.2M +$3.79M -$66.7M -$63M DFUS, RSP, DFAI, IGIB, DFAS 13F-HR 4/22/2025, 03:33 PM
Q4 2024 372 $154M +$4.06M -$54.3M -$50.3M RSP, DFUS, DFAI, DFAS, IGIB 13F-HR 1/13/2025, 05:58 PM
Q3 2024 1,184 $209M +$17.4M -$8.59M +$8.77M RSP, BRKB, DFAI, DFUS, IGIB 13F-HR 10/9/2024, 06:22 PM
Q2 2024 382 $187M +$22M -$4.19M +$17.8M RSP, BRKB, DFAI, DFUS, IGIB 13F-HR 7/11/2024, 05:21 PM
Q1 2024 326 $171M +$57.3M -$23.9M +$33.4M RSP, BRKB, DFAI, IGIB, DFUS 13F-HR 4/25/2024, 02:50 PM
Q4 2023 372 $128M +$33.4M -$9.87M +$23.5M RSP, BRKB, L, META, PAR 13F-HR 1/19/2024, 10:28 AM
Q3 2023 300 $96M +$15.1M -$2.27M +$12.8M BRKB, RSP, L, META, PAR 13F-HR 10/12/2023, 03:24 PM
Q2 2023 302 $88.6M BRKB, RSP, L, META, PAR Restatement 7/27/2023, 03:14 PM
Q1 2023 189 $71.3M BRKB, L, PAR, PHYS, META 13F-HR 4/24/2023, 03:21 PM
Q4 2022 312 $78.5M BRKB, L, EXTR, PHYS, LSXMKXXXX 13F-HR 2/3/2023, 08:42 AM