• 13F History

Riverbend Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$112M
Signature - Title
Jeremy Morris Finger - CCO
Location
Myrtle Beach, SC
Summary
This page shows a list of all the recent 13F filings made by Riverbend Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Riverbend Wealth Management, LLC reported 114 stock holdings with total value $112M as of Q4 2024. Top holdings included IVV, DGRW, AAPL, QQQ, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 114 $112M $0 $0 IVV, DGRW, AAPL, QQQ, MSFT 13F-HR 2/7/2025, 02:08 PM