Current Market Value 194,634,151
Current Holdings 152
Most Recent File Date 2024-11-08
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by New Potomac Partners, LLC . 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)
2024-11-08 2024-09-30 13F-HR 152 194,634
2024-07-18 2024-06-30 13F-HR 83 182,929
2024-05-02 2024-03-31 13F-HR 86 180,075
2024-01-19 2023-12-31 13F-HR 86 168,075
2023-10-17 2023-09-30 13F-HR 74 145,273
2023-07-21 2023-06-30 13F-HR 72 151,570
2023-04-26 2023-03-31 13F-HR 69 144,207
2023-01-18 2022-12-31 13F-HR 72 135,015
2022-10-17 2022-09-30 13F-HR 63 118,462
2022-07-11 2022-06-30 13F-HR 62 124,544
2022-04-25 2022-03-31 13F-HR 60 142,152
2022-01-21 2021-12-31 13F-HR 60 154,429
2021-10-26 2021-09-30 13F-HR 65 144,906
2021-08-02 2021-06-30 13F-HR 63 147,044
2021-04-29 2021-03-31 13F-HR 61 136,058
2021-01-28 2020-12-31 13F-HR 62 138,197
2020-10-23 2020-09-30 13F-HR 128 125,556
2020-08-04 2020-06-30 13F-HR 133 111,948
2020-04-24 2020-03-31 13F-HR 133 91,500
2020-01-23 2019-12-31 13F-HR 135 107,252
2019-10-21 2019-09-30 13F-HR 138 100,052
2019-07-26 2019-06-30 13F-HR 137 98,605
2019-04-23 2019-03-31 13F-HR 137 98,876
2019-01-23 2018-12-31 13F-HR 150 92,997
2018-10-23 2018-09-30 13F-HR 143 107,926
2018-08-03 2018-06-30 13F-HR 147 103,504
2018-04-18 2018-03-31 13F-HR 149 101,884
2018-02-14 2017-12-31 13F-HR 148 104,759