Family Office Research Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationbethesda, MD
- CIK0002041267
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
72 | $228.64 M | MAR, VOO, TBIL, SMLF | 13F-HR | Nov 4, 2025 | 000117266125004576 | ||
67 | $211.46 M | MAR, VOO, SMLF, MOAT | 13F-HR | Aug 14, 2025 | 000117266125003381 | ||
70 | $205.31 M | MAR, VOO, TBIL, MOAT | 13F-HR | May 15, 2025 | 000117266125002402 | ||
75 | $228.13 M | MAR, TBIL, VOO, SMLF | 13F-HR | Feb 13, 2025 | 000117266125000759 |