Number of Shares
64,475
Previous 55,505 16.16%
Holding current value
$4.21 Billion
Previous $3.37 Billion 24.68%
% of portfolio
2.54%
Previous 2.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
N/A
8,970 Added 16.16%
64,475 $4.21 Billion
Q1 2025

Apr 28, 2025

BUY
N/A
15,959 Added 40.36%
55,505 $3.37 Billion
Q4 2024

Jan 24, 2025

BUY
N/A
39,546 New
39,546 $2.41 Billion
Track This Portfolio

Track Paul R. Ried Financial Group, LLC Portfolio

Follow Paul R. Ried Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paul R. Ried Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paul R. Ried Financial Group, LLC with notifications on news.