Lehman Financial Resources, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2018
Location
Media, PA
CIK
0001589661
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2018 103 213,268 NEE, NEP, BRK-B, IVV 13F-HR 11/14/2018 000160658718000903
Q2 2018 87 198,385 NEE, NEP, IVV, BRK-B 13F-HR 8/15/2018 000160658718000676
Q1 2018 81 195,214 NEE, NEP, BRK-B, BAC 13F-HR 4/25/2018 000160658718000342
Q4 2017 80 192,509 NEE, NEP, BAC, BRK-B 13F-HR 2/9/2018 000160658718000158
Q3 2017 68 196,649 NEE, NEP, BRK-B, BAC 13F-HR 11/6/2017 000160658717000631
Q2 2017 62 177,662 NEE, NEP, BRK-B, BAC 13F-HR 8/11/2017 000160658717000500
Q1 2017 62 180,839 NEE, NEP, BRK-B, MMP 13F-HR 5/15/2017 000160658717000345
Q4 2016 60 175,487 NEE, NEP, MMP, BRK-B 13F-HR 2/6/2017 000160658717000097
Q3 2016 56 172,983 NEE, NEP, MMP, BRK-B 13F-HR 10/31/2016 000160658716000820
Q2 2016 60 199,230 NEE, NEP, BTT, MMP 13F-HR 8/11/2016 000160658716000738
Q1 2016 61 187,374 NEE, NEP, MMP, BTT 13F-HR 5/4/2016 000160658716000572
Q4 2015 59 185,569 NEE, NEP, MMP, BTT 13F-HR 2/17/2016 000160658716000473
Q3 2015 490 196,409 NEE, NEP, MMP, BTT 13F-HR 11/10/2015 000160658715000304
Q2 2015 460 206,469 NEE, NEP, BP, BTT 13F-HR 7/31/2015 000160658715000219
Q1 2015 434 217,616 NEE, NEP, BTT, PFE 13F-HR 4/30/2015 000160658715000140
Q4 2014 415 203,736 NEE, EPD, BTT, BP RESTATEMENT 4/30/2015 000160658715000144
Q3 2014 435 191,645 NEE, EPD, BP, BTT 13F-HR 11/12/2014 000160658714000254
Q2 2014 409 209,898 NEE, BP, BTT, MMP 13F-HR 8/8/2014 000160658714000175
Q1 2014 413 193,350 NEE, BP, BTT, EPD 13F-HR 5/15/2014 000160658714000096
Q4 2013 401 161,820 NEE, BP, BTT, EPD 13F-HR 2/11/2014 000139834414000738
Additional filings from Lehman Financial Resources, Inc. that have since been restated