One Day In July is an investment advisor in Burlington with $587.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
812663589
SEC advisor number
801-113839
FINRA CRD number
284335
AUM ?
$797.67 mm
(as of 28 Mar 24)
Accounts
3,148
(as of 28 Mar 24)
Employees
16
(9 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Nov 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22