Current Market Value 128,645,739
Current Holdings 24
Most Recent File Date 2023-10-24
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Adirondack Retirement Specialists, 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-10-24 2023-09-30 13F-HR 24 128,646
2023-07-27 2023-06-30 13F-HR 151 127,489
2023-04-17 2023-03-31 13F-HR/A 1 R 166 120,117
2023-04-07 2023-03-31 13F-HR 196 127,036
2023-02-10 2022-12-31 13F-HR/A 1 R 136 88,651
2023-02-07 2022-12-31 13F-HR 167 98,213
2022-11-07 2022-09-30 13F-HR 152 103,612
2022-07-22 2022-06-30 13F-HR 16 97,992
2022-04-12 2022-03-31 13F-HR 17 111,812
2022-01-19 2021-12-31 13F-HR 16 114,677
2021-10-15 2021-09-30 13F-HR 17 107,978
2021-07-22 2021-06-30 13F-HR 16 105,564
2021-05-12 2021-03-31 13F-HR 16 97,575
2021-02-16 2020-12-31 13F-HR 21 113,823