Current Market Value 254,797,818
Current Holdings 661
Most Recent File Date 2025-07-10
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Oliver Lagore Vanvalin Investment Group . 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)
2025-07-10 2025-06-30 13F-HR 661 254,798
2025-04-01 2024-12-31 13F-HR 686 390,559
2024-11-04 2024-09-30 13F-HR 685 373,888
2024-08-15 2024-06-30 13F-HR 727 348,565
2024-05-15 2024-03-31 13F-HR 732 340,874
2024-01-31 2023-12-31 13F-HR 768 268,972
2023-11-09 2023-09-30 13F-HR 845 252,557
2023-08-08 2023-06-30 13F-HR 773 273,254
2023-06-20 2023-03-31 13F-HR 705 234,142
2023-03-02 2022-12-31 13F-HR 668 177,148
2022-11-15 2022-09-30 13F-HR 721 155,132
2022-08-16 2022-06-30 13F-HR 700 171,490
2022-06-17 2022-03-31 13F-HR 603 149,272
2022-03-23 2021-12-31 13F-HR 67 1,395,720