Current Market Value 188,226,427
Current Holdings 90
Most Recent File Date 2025-07-22
Total Filings on Record 18
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by 4Thought Financial Group Inc. . 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)
2025-07-22 2025-06-30 13F-HR 90 188,226
2025-04-24 2025-03-31 13F-HR 89 161,852
2025-01-31 2024-12-31 13F-HR 90 161,142
2024-10-24 2024-09-30 13F-HR 108 162,067
2024-07-29 2024-06-30 13F-HR 108 160,950
2024-04-24 2024-03-31 13F-HR 108 152,042
2024-01-30 2023-12-31 13F-HR 113 138,325
2023-10-18 2023-09-30 13F-HR 90 124,355
2023-07-14 2023-06-30 13F-HR 86 125,328
2023-04-25 2023-03-31 13F-HR 88 120,872
2023-02-08 2022-12-31 13F-HR 90 110,981
2022-10-24 2022-09-30 13F-HR 91 101,682
2022-07-19 2022-06-30 13F-HR 100 106,545
2022-05-03 2022-03-31 13F-HR 99 112,712
2022-01-26 2021-12-31 13F-HR 99 123,805
2021-11-02 2021-09-30 13F-HR 100 115,154
2021-07-30 2021-06-30 13F-HR 99 110,893
2021-07-21 2021-03-31 13F-HR 102 103,706