LOCKERMAN FINANCIAL GROUP, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Newport Beach, CA
CIK
0001906539
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 87 43,247 SPY, MASI, IJR, MSFT 13F-HR 1/18/2024 000108514624000309
Q3 2023 79 37,176 SPY, JAGG, IJR, MASI 13F-HR 10/19/2023 000108514623003829
Q2 2023 74 36,003 SPY, MASI, IJR, AAPL 13F-HR 7/20/2023 000108514623002773
Q1 2023 73 36,329 SPY, MASI, IJR, NUBD 13F-HR 5/10/2023 000108514623002203
Q4 2022 71 34,269 SPY, MASI, IJR, NUBD 13F-HR 2/7/2023 000108514623000759
Q3 2022 63 34,748 SUB, IWM, SPY, MASI 13F-HR 10/24/2022 000108514622003575
Q2 2022 60 31,297 IWM, SPY, MASI, NUBD 13F-HR 7/21/2022 000108514622002491
Q1 2022 72 36,995 AAXJ, SPY, MASI, NUBD 13F-HR 5/10/2022 000108514622001941
Q4 2021 64 38,233 MASI, SPY, AAXJ, NUBD 13F-HR 5/9/2022 000108514622001885