Current Market Value 208,026,703
Current Holdings 122
Most Recent File Date 2025-07-30
Total Filings on Record 17
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Boit C F David . 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)
2025-07-30 2025-06-30 13F-HR 122 208,027
2025-04-08 2025-03-31 13F-HR 127 199,254
2025-01-24 2024-12-31 13F-HR 126 246,040
2024-10-07 2024-09-30 13F-HR 128 201,859
2024-07-10 2024-06-30 13F-HR 128 191,942
2024-05-02 2024-03-31 13F-HR 118 182,998
2024-01-24 2023-12-31 13F-HR 131 177,028
2023-10-23 2023-09-30 13F-HR 106 146,107
2023-07-11 2023-06-30 13F-HR 109 150,747
2023-05-02 2023-03-31 13F-HR 109 146,417
2023-02-14 2022-12-31 13F-HR 107 140,288
2022-11-15 2022-09-30 13F-HR 109 123,023
2022-05-11 2022-03-31 13F-HR 110 152,167
2022-02-14 2021-12-31 13F-HR 116 157,555
2021-11-12 2021-09-30 13F-HR 115 145,661
2021-11-12 2021-06-30 13F-HR/A 1 R 101 131,319
2021-08-13 2021-06-30 13F-HR 101 131,321,698