• 13F History

Shotwell Rutter Baer Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$113M
Signature - Title
Aryn Sands - Agent
Location
Lansing, MI
Summary
This page shows a list of all the recent 13F filings made by Shotwell Rutter Baer Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shotwell Rutter Baer Inc reported 33 stock holdings with total value $113M as of Q1 2025. Top holdings included VTI, AVLV, VCIT, VGIT, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 33 $113M +$1.06M -$405K +$651K VTI, AVLV, VCIT, VGIT, VEA 13F-HR 4/8/2025, 09:37 PM
Q4 2024 34 $119M +$2.17M -$762K +$1.41M VTI, AVLV, VCIT, AVUV, VEA 13F-HR 1/13/2025, 09:13 PM
Q3 2024 34 $122M +$3.81M -$139K +$3.67M VTI, AVLV, VCIT, AVUV, VEA 13F-HR 10/7/2024, 04:10 PM
Q2 2024 33 $113M +$64.2M -$450K +$63.7M VTI, AVLV, VCIT, AVUV, VEA 13F-HR 7/10/2024, 08:19 PM
Q1 2024 18 $49.3M +$482K -$59.5M -$59M AVLV, AVUV, AVEM, DISV, DFIV 13F-HR 4/10/2024, 12:56 PM
Q4 2023 34 $105M VTI, AVLV, AVUV, VEA, VGIT 13F-HR 1/17/2024, 07:37 PM