Financial Harvest, LLC

13F Filings History

Latest 13F report: Q2 2025 - Jul 14, 2025
Value $: $134M
Signature - Title: David Witter - MANAGING MEMBER & CCO
Location: Winter Park, FL
Summary: This page shows a list of all the recent 13F filings made by Financial Harvest, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Harvest, LLC reported 55 stock holdings with total value $134M as of Q2 2025. Top holdings included DFAT, DFAC, DISV, DUHP, and DFIC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	55	$134M	+$133M	-$41.6M	+$91.3M	DFAT, DFAC, DISV, DUHP, DFIC	13F-HR	7/14/2025, 03:27 PM
Q1 2025	52	$42.1M	$0	$0		ACT, CRBG, KLIC, SOLV, AEE	13F-HR	5/5/2025, 10:36 AM
Q4 2024	53	$118M	$0	$0		DFAT, DFAC, DISV, DUHP, DFUV	13F-HR	2/3/2025, 01:00 PM