• 13F History

INSTRUMENTAL WEALTH, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 24, 2025
Value $
$106M
Signature - Title
David Silver - CEO
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by INSTRUMENTAL WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INSTRUMENTAL WEALTH, LLC reported 51 stock holdings with total value $106M as of Q4 2024. Top holdings included IVW, IJH, COWZ, IVE, and IBDY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 51 $106M +$15.2M -$12.1M +$3.09M IVW, IJH, COWZ, IVE, IBDY 13F-HR 2/24/2025, 12:36 PM
Q3 2024 46 $103M +$4.25M -$3.66M +$588K IVW, IJH, COWZ, IVE, IBDY 13F-HR 10/15/2024, 11:34 AM
Q2 2024 45 $96.4M +$5.79M -$145M -$139M IVW, IJH, COWZ, IVE, IBDY 13F-HR 7/26/2024, 09:07 AM
Q1 2024 40 $228M +$15.3M -$11.4M +$3.84M RIOT, IVW, IJH, COWZ, IVE 13F-HR 5/29/2024, 02:58 PM
Q4 2023 39 $92M +$13M -$12.4M +$639K IVW, IJH, COWZ, IVE, IBDY 13F-HR 1/25/2024, 12:18 PM
Q3 2023 36 $85.6M +$6.23M -$1.46M +$4.77M IBDO, IVW, IJH, COWZ, IVE 13F-HR 10/18/2023, 03:05 PM
Q2 2023 32 $83M +$4.73M -$74.3K +$4.65M IVW, IBDO, IJH, IVE, COWZ 13F-HR 7/13/2023, 01:55 PM
Q1 2023 27 $75.8M IVW, IBDO, IJH, IVE, COWZ 13F-HR 5/4/2023, 09:10 AM