Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $189 Million
  • Prior Value $198 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
Track This Portfolio

Track Lipe & Dalton Portfolio

Follow Lipe & Dalton and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lipe & Dalton, based on Form 13F filings with the SEC.

News

Stay updated on Lipe & Dalton with notifications on news.