• 13F History

Wood Tarver Financial Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Mar 6, 2025
Value $
$299M
Signature - Title
Rod Ehrlich - Consultant
Location
Boise, ID
Summary
This page shows a list of all the recent 13F filings made by Wood Tarver Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wood Tarver Financial Group, LLC reported 583 stock holdings with total value $299M as of Q4 2024. Top holdings included VTI, CGCP, DAUG, VCSH, and CGDV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 583 $299M $0 $0 VTI, CGCP, DAUG, VCSH, CGDV 13F-HR 3/6/2025, 03:03 PM