• 13F History

CONQUIS FINANCIAL LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$97.7M
Signature - Title
Katherine Simmonds - President/CEO
Location
Milbrae, CA
Summary
This page shows a list of all the recent 13F filings made by CONQUIS FINANCIAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONQUIS FINANCIAL LLC reported 199 stock holdings with total value $97.7M as of Q4 2024. Top holdings included VOO, BIV, DFAX, DFAC, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 199 $97.7M $0 $0 VOO, BIV, DFAX, DFAC, SCHF 13F-HR 2/12/2025, 04:34 PM