• 13F History

Sherwood Financial Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$101M
Signature - Title
Vincent Chambers - General Counsel
Location
Westlake Village, CA
Summary
This page shows a list of all the recent 13F filings made by Sherwood Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sherwood Financial Partners, LLC reported 7 stock holdings with total value $101M as of Q4 2024. Top holdings included SCHX, BND, SCHF, SCHM, and SCHE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 7 $101M $0 $0 SCHX, BND, SCHF, SCHM, SCHE 13F-HR 2/14/2025, 07:12 PM