Current Market Value 1,772,717
Current Holdings 323
Most Recent File Date 2025-02-13
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RE Dickinson Investment Advisors, 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)
2025-02-13 2024-12-31 13F-HR/A 1 R 323 1,773
2025-02-13 2024-12-31 13F-HR 323 177,272
2024-11-13 2024-09-30 13F-HR 241 177,437
2024-08-09 2024-06-30 13F-HR 230 164,537
2024-05-08 2024-03-31 13F-HR 227 160
2024-02-13 2023-12-31 13F-HR 238 150
2023-11-14 2023-09-30 13F-HR 281 143
2023-08-14 2023-06-30 13F-HR 411 272
2023-05-10 2023-03-31 13F-HR/A 1 R 423 296
2023-05-08 2023-03-31 13F-HR 398 242
2023-01-31 2022-12-31 13F-HR 398 242
2022-11-02 2022-09-30 13F-HR 266 121,253
2022-08-11 2022-06-30 13F-HR 297 705,989
2022-08-17 2022-03-31 13F-HR/A 1 R 313 6,329,694
2022-05-05 2022-03-31 13F-HR 305 131,820
2022-02-14 2021-12-31 13F-HR 305 131,820