R.P. Boggs & Co. Wealth Mangement

CIK
0001843303
City
LAKE WYLIE
State / Country
SC

Holdings in CDRE

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $18,759,282 459,336
2025-09-30 $16,965,466 464,680
2025-06-30 $14,873,249 466,978
2025-03-31 $13,476,636 455,138
2024-12-31 $14,723,115 455,824
2024-09-30 $11,416,802 300,838
2024-06-30 $13,011,044 387,695
2024-03-31 $13,799,114 381,191
2023-12-31 $9,283,235 282,251
2023-09-30 $7,489,369 281,027
2023-06-30 $5,911,898 271,188
2023-03-31 $5,804,254 269,464
2022-12-31 $5,068,734 251,675
2022-09-30 $4,340,688 180,411