• 13F History

Baring Financial LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 4, 2025
Value $
$119M
Signature - Title
Melvin Danson - Managing Member, CCO
Location
Bellingham, WA
Summary
This page shows a list of all the recent 13F filings made by Baring Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Baring Financial LLC reported 65 stock holdings with total value $119M as of Q1 2025. Top holdings included IVV, BIL, DFAI, RSP, and VOE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 65 $119M +$15.3M -$3.51M +$11.8M IVV, BIL, DFAI, RSP, VOE 13F-HR 4/4/2025, 12:05 PM
Q4 2024 62 $112M $0 $0 IVV, QQQ, EXPI, VOE, BIL 13F-HR 1/23/2025, 12:17 PM