R.P. Boggs & Co. Wealth Mangement

CIK
0001843303
City
LAKE WYLIE
State / Country
SC

Holdings in DBL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,928,994 257,639
2025-09-30 $3,853,089 247,310
2025-06-30 $3,589,538 233,390
2023-06-30 $1,308,540 90,182
2023-03-31 $2,087,423 147,209
2022-12-31 $3,777,810 254,398
2022-09-30 $3,902,294 270,055
2022-06-30 $4,192,422 269,090
2022-03-31 $4,806,650 286,793
2021-12-31 $5,487,757 286,268
2021-09-30 $5,752,560 291,712
2021-06-30 $5,692,205 283,759
2020-12-31 $4,824,821 245,538
2020-06-30 $344,113 18,159