13F Filings History of Ledge Wealth Management, Inc.

Latest 13F report
Q4 2023 - 24 Jan 2024
Value $
$257,239,614
Signature - Title
Gina Bartell - CCO
Location
Sartell, MN
Summary
This page shows a list of all the recent 13F filings made by Ledge Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ledge Wealth Management, Inc. reported 62 stock holdings with total value $257,239,614 as of Q4 2023. Top holdings included VTV, AGG, RSP, VUG, and MUSI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 62 $257,239,614 +$27,773,735 -$13,599,693 +$14,174,042 VTV, AGG, RSP, VUG, MUSI 13F-HR 23 Jan 2024, 18:30
Q3 2023 60 $222,821,996 +$23,238,269 -$3,416,006 +$19,822,263 VTV, RSP, VUG, AGG, MUSI 13F-HR 23 Oct 2023, 20:27
Q2 2023 62 $209,297,179 +$5,508,485 -$14,088,024 -$8,579,539 VTV, AGG, VUG, MUSI, RSP 13F-HR 11 Jul 2023, 21:03
Q1 2023 67 $210,933,408 +$27,072,593 -$38,680,997 -$11,608,404 VTV, AGG, MUSI, RSP, GBIL 13F-HR 14 Apr 2023, 14:32
Q4 2022 73 $219,142,000 +$52,471,798 -$5,877,697 +$46,594,101 GBIL, VTV, AGG, VNLA, MUSI 13F-HR 02 Feb 2023, 21:23
Q3 2022 65 $163,319,000 +$39,720,177 -$29,610,272 +$10,109,905 GBIL, VTV, VNLA, XLF, RSP 13F-HR 18 Oct 2022, 08:05
Q2 2022 69 $162,668,000 +$37,814,978 -$15,294,226 +$22,520,752 VNLA, VTV, DHS, XLF, VRAI 13F-HR 20 Jul 2022, 07:45
Q1 2022 72 $160,815,000 $0 $0 $0 VTV, VNLA, CWI, XLF, DHS 13F-HR 09 May 2022, 18:37