Current Market Value 566,813,848
Current Holdings 91
Most Recent File Date 2024-05-10
Total Filings on Record 45
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Advisory Group . 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)
2024-05-10 2024-03-31 13F-HR 91 566,814
2024-02-13 2023-12-31 13F-HR 87 527,302
2023-12-07 2023-09-30 13F-HR 81 485,549
2023-08-09 2023-06-30 13F-HR 90 506,271
2023-05-11 2023-03-31 13F-HR 88 495,421
2023-02-09 2022-12-31 13F-HR 87 471
2022-11-14 2022-09-30 13F-HR 91 443,761
2022-08-10 2022-06-30 13F-HR 88 470,628
2022-05-12 2022-03-31 13F-HR 97 515,110
2022-02-14 2021-12-31 13F-HR 95 507,763
2021-11-09 2021-09-30 13F-HR 92 451,834
2021-08-10 2021-06-30 13F-HR 91 418,385
2021-05-14 2021-03-31 13F-HR 83 390,881
2021-02-12 2020-12-31 13F-HR 85 383,888
2020-11-12 2020-09-30 13F-HR 75 309,647
2020-08-13 2020-06-30 13F-HR 68 291,084
2020-05-13 2020-03-31 13F-HR 65 306,594
2020-02-03 2019-12-31 13F-HR 77 381,222
2019-11-12 2019-09-30 13F-HR 72 360,852
2019-08-12 2019-06-30 13F-HR 72 378,361
2019-05-13 2019-03-31 13F-HR 68 362,642
2019-02-07 2018-12-31 13F-HR 69 325,462
2018-10-09 2018-09-30 13F-HR 66 378,790
2018-08-08 2018-06-30 13F-HR 65 361,272
2018-06-19 2018-03-31 13F-HR/A 1 R 64 330,775
2018-05-11 2018-03-31 13F-HR 64 330,775
2018-02-13 2017-12-31 13F-HR 65 334,537
2017-11-08 2017-09-30 13F-HR 60 294,949
2017-08-07 2017-06-30 13F-HR 62 296,869
2017-05-12 2017-03-31 13F-HR 61 288,958
2017-01-04 2016-12-31 13F-HR 62 259,376
2016-11-02 2016-09-30 13F-HR 63 233,114
2016-08-04 2016-06-30 13F-HR 59 205,411
2016-05-13 2016-03-31 13F-HR 59 206,377
2016-02-11 2015-12-31 13F-HR 59 207,304
2015-11-09 2015-09-30 13F-HR 52 201,637
2015-07-30 2015-06-30 13F-HR 51 199,986
2015-04-29 2015-03-31 13F-HR 50 205,662
2015-01-29 2014-12-31 13F-HR 0 0
2014-11-13 2014-09-30 13F-HR 54 179,113
2014-08-12 2014-06-30 13F-HR 55 176,018
2014-05-08 2014-03-31 13F-HR 54 179,078
2014-02-18 2013-12-31 13F-HR 52 175,550
2013-11-01 2013-09-30 13F-HR 46 159,958
2013-08-13 2013-06-30 13F-HR 42 156,934