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Householder Group Estate & Retirement Specialist, LLC: F position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on F, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 15,156 F shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 15,156 shares
    Change vs previous 13F -10,977 shares

    0.11% of the 13F portfolio, value $150,000.

    13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 26,133 shares
    Change vs previous 13F +1,076 shares

    0.08% of the 13F portfolio, value $275,000.

    13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 25,057 shares
    Change vs previous 13F -255 shares

    0.09% of the 13F portfolio, value $314,000.

    13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 25,312 shares
    Change vs previous 13F +385 shares

    0.1% of the 13F portfolio, value $336,147.

    13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 24,927 shares
    Change vs previous 13F +1,182 shares

    0.1% of the 13F portfolio, value $303,000.

    13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 23,745 shares
    Change vs previous 13F -1,510 shares

    0.11% of the 13F portfolio, value $294,917.

    13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 25,255 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $318,000.

    13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).