William Garver

@Leibman Financial Services, Inc.

Latest period2024 - Q4

Reported6d ago

Managed Assets$137.057M

Total holdings55

Assets growth rate-2.86%

Assets growth rate (2-Q avg)0.88%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Leibman Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Leibman Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 137.057M in assets, with a quarterly growth rate of -2.86% and a 2-quarter average growth rate of 0.88%. The portfolio is managed by William Garver, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MGAMagna Intl Inc Recent Activity Decreased -90.33%	0.24%	$322,284 7,712 shares@ $41.79 avg price	Decreased -90.33%
INDAIshares Tr Recent Activity Decreased -31.07%	0.21%	$277,444 5,271 shares@ $52.64 avg price	Decreased -31.07%
HONHoneywell Intl Inc Recent Activity Decreased -10.4%	0.16%	$212,111 939 shares@ $225.9 avg price	Decreased -10.4%
ALTMArcadium Lithium Plc Recent Activity Decreased -93.27%	0.16%	$208,268 40,598 shares@ $5.14 avg price	Decreased -93.27%