• 13F History

Beckerman Institutional, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$125M
Signature - Title
Ashleigh Swayze - Counsel
Location
Ocean Grove, NJ
Summary
This page shows a list of all the recent 13F filings made by Beckerman Institutional, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beckerman Institutional, LLC reported 98 stock holdings with total value $125M as of Q4 2024. Top holdings included BRKB, DBND, IDEV, LDUR, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 98 $125M +$12.6M -$1.21M +$11.4M BRKB, DBND, IDEV, LDUR, DFAI 13F-HR 1/29/2025, 05:02 PM
Q3 2024 96 $119M $0 $0 BRKB, IDEV, DBND, LDUR, DFAI 13F-HR 11/1/2024, 11:16 AM