R.P. Boggs & Co. Wealth Mangement

CIK
0001843303
City
LAKE WYLIE
State / Country
SC

Holdings in FSV

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $7,611,482 48,939
2025-09-30 $9,082,753 47,681
2025-06-30 $8,330,945 47,709
2025-03-31 $7,701,739 46,410
2024-12-31 $8,367,287 46,223
2024-09-30 $8,448,627 46,304
2024-06-30 $7,116,136 46,703
2024-03-31 $7,639,732 46,078
2023-12-31 $7,482,560 46,163
2023-09-30 $6,719,290 46,168
2023-06-30 $6,075,922 39,431
2023-03-31 $5,526,244 39,196
2022-12-31 $4,858,862 39,648
2022-09-30 $4,722,792 39,684
2022-06-30 $4,812,973 39,711
2022-03-31 $5,785,637 39,934
2021-12-31 $7,870,981 40,062
2021-09-30 $7,159,822 39,671
2021-06-30 $6,803,817 39,728
2020-12-31 $5,578,577 40,791
2020-06-30 $581,629 5,773