Successful Portfolios - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Successful Portfolios going back to Feb. 9, 2018
- Successful Portfolios 2024 Q4 - filed Jan. 16, 2025 - new!
- Successful Portfolios 2024 Q3 - filed Oct. 9, 2024
- Successful Portfolios 2024 Q2 - filed July 12, 2024
- Successful Portfolios 2024 Q1 - filed April 18, 2024
- Successful Portfolios 2023 Q4 - filed Jan. 18, 2024
- Successful Portfolios 2023 Q3 - filed Oct. 11, 2023
- Successful Portfolios 2023 Q2 - filed July 20, 2023
- Successful Portfolios 2023 Q1 - filed April 24, 2023
- Successful Portfolios 2022 Q4 - filed Jan. 27, 2023
- Successful Portfolios 2022 Q3 - filed Oct. 12, 2022
- Successful Portfolios 2022 Q2 - filed July 22, 2022
- Successful Portfolios 2022 Q1 - filed April 21, 2022
- Successful Portfolios 2021 Q4 - filed Jan. 26, 2022
- Successful Portfolios 2021 Q3 - filed Oct. 14, 2021
- Successful Portfolios 2021 Q2 - filed July 23, 2021
- Successful Portfolios 2021 Q1 - filed April 20, 2021
- Successful Portfolios 2020 Q4 - filed Feb. 2, 2021
- Successful Portfolios 2020 Q3 - filed Oct. 13, 2020
- Successful Portfolios 2020 Q2 - filed July 13, 2020
- Successful Portfolios 2020 Q1 - filed April 23, 2020
- Successful Portfolios 2019 Q4 - filed Jan. 23, 2020
- Successful Portfolios 2019 Q3 - filed Oct. 11, 2019
- Successful Portfolios 2019 Q2 - filed July 11, 2019
- Successful Portfolios 2019 Q1 - filed April 22, 2019
- Successful Portfolios 2018 Q4 - filed Jan. 14, 2019
- Successful Portfolios 2018 Q3 - filed Oct. 15, 2018
- Successful Portfolios 2018 Q2 - filed July 24, 2018
- Successful Portfolios 2018 Q1 - filed May 8, 2018
- Successful Portfolios 2017 Q4 - filed Feb. 9, 2018