R.P. Boggs & Co. Wealth Mangement
Holdings in SCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,779,733 | 112,604 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $9,311,735 | 111,893 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $9,147,243 | 112,374 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $8,846,380 | 110,304 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $8,813,006 | 110,411 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $8,738,182 | 110,708 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $7,851,898 | 110,388 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $8,062,990 | 108,651 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $7,498,765 | 109,551 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $6,275,229 | 109,822 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $6,434,649 | 99,623 | Shares | Sole | 2023-11-16 |
| 2023-03-31 | $6,882,952 | 100,072 | Shares | Sole | 2023-11-16 |
| 2022-12-31 | $7,002,637 | 101,282 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $5,853,796 | 101,382 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $6,778,252 | 98,065 | Shares | Sole | 2022-07-28 |
| 2022-03-31 | $6,527,830 | 99,177 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $7,074,295 | 99,652 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $6,001,413 | 99,592 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $5,218,219 | 97,373 | Shares | Sole | 2021-07-23 |
| 2020-12-31 | $4,313,631 | 87,854 | Shares | Sole | 2021-02-02 |
| 2020-06-30 | $625,273 | 16,078 | Shares | Sole | 2021-07-23 |