Current Market Value 173,382,912
Current Holdings 92
Most Recent File Date 2025-07-23
Total Filings on Record 39
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Dempze Nancy E . 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)
2025-07-23 2025-06-30 13F-HR 92 173,383
2025-05-06 2025-03-31 13F-HR 93 166,551
2025-02-13 2024-12-31 13F-HR 95 173,161
2024-11-12 2024-09-30 13F-HR 101 179,239
2024-08-12 2024-06-30 13F-HR 81 145,697
2024-05-14 2024-03-31 13F-HR 62 131,320
2024-02-14 2023-12-31 13F-HR 58 532,303
2023-11-14 2023-09-30 13F-HR 64 111,341
2023-08-14 2023-06-30 13F-HR 63 116,654
2023-05-11 2023-03-31 13F-HR 65 109,933
2023-02-09 2022-12-31 13F-HR 63 102,520
2022-11-08 2022-09-30 13F-HR 64 93,927
2022-07-19 2022-06-30 13F-HR 67 99,540
2022-05-17 2022-03-31 13F-HR 78 136,904
2022-02-08 2021-12-31 13F-HR 79 148,161
2021-11-10 2021-09-30 13F-HR 76 127,475
2021-08-09 2021-06-30 13F-HR 66 118,586
2021-05-17 2021-03-31 13F-HR 68 113,115
2021-02-16 2020-12-31 13F-HR 65 108,848
2020-10-28 2020-09-30 13F-HR 65 98,536
2020-07-28 2020-06-30 13F-HR 63 89,533
2020-05-07 2020-03-31 13F-HR 60 74,369
2020-01-15 2019-12-31 13F-HR 67 90,336
2019-11-07 2019-09-30 13F-HR 65 82,611
2019-07-24 2019-06-30 13F-HR 66 87,161
2019-05-01 2019-03-31 13F-HR 67 84,778
2019-01-24 2018-12-31 13F-HR 65 71,963
2018-10-15 2018-09-30 13F-HR 78 89,259
2018-07-30 2018-06-30 13F-HR 76 81,776
2018-04-24 2018-03-31 13F-HR 79 81,073
2018-02-02 2017-12-31 13F-HR 78 82,851
2017-10-26 2017-09-30 13F-HR 75 70,983
2017-07-26 2017-06-30 13F-HR 77 69,716
2017-05-15 2017-03-31 13F-HR 76 65,328
2017-02-14 2016-12-31 13F-HR 75 57,079
2016-11-15 2016-09-30 13F-HR 78 57,106
2016-08-08 2016-06-30 13F-HR 80 56,166
2016-05-27 2016-03-31 13F-HR 80 57,015
2016-02-12 2015-12-31 13F-HR 82 51,969