Current Market Value 221,348,143
Current Holdings 51
Most Recent File Date 2023-01-23
Total Filings on Record 9
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Newman & Schimel, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-01-23 2022-12-31 13F-HR 51 221,348
2022-10-25 2022-09-30 13F-HR 44 202,475
2022-07-14 2022-06-30 13F-HR 46 207,936
2022-04-15 2022-03-31 13F-HR 46 153,620
2022-01-18 2021-12-31 13F-HR 51 176,292
2021-10-07 2021-09-30 13F-HR 47 159,986
2021-07-06 2021-06-30 13F-HR 46 159,129
2021-04-08 2021-03-31 13F-HR 48 149,518
2021-01-21 2020-12-31 13F-HR 45 120,320