Current Market Value 337,109,041
Current Holdings 110
Most Recent File Date 2023-01-20
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lehman & Derafelo Financial Resources 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)
2023-01-20 2022-12-31 13F-HR 110 337,109
2022-10-21 2022-09-30 13F-HR 200 317,241
2022-07-19 2022-06-30 13F-HR 204 323,286
2022-04-21 2022-03-31 13F-HR 111 359,672
2022-02-11 2021-12-31 13F-HR 110 330,893
2021-10-28 2021-09-30 13F-HR 197 307,708
2021-07-19 2021-06-30 13F-HR 221 365,805
2021-06-04 2021-03-31 13F-HR/A 1 R 225 356,074
2021-04-21 2021-03-31 13F-HR 224 353,599
2021-06-04 2020-12-31 13F-HR/A 1 R 227 334,232
2021-01-20 2020-12-31 13F-HR 224 334,055
2020-11-06 2020-09-30 13F-HR 270 314,283
2020-07-30 2020-06-30 13F-HR 256 286,449
2020-05-13 2020-03-31 13F-HR 196 240,366
2020-02-12 2019-12-31 13F-HR 202 278,437
2019-11-12 2019-09-30 13F-HR 194 261,403
2019-08-14 2019-06-30 13F-HR 186 245,253
2019-05-14 2019-03-31 13F-HR 191 231,748
2019-02-14 2018-12-31 13F-HR 180 201,143