Current Market Value 206,954,873
Current Holdings 99
Most Recent File Date 2025-07-16
Total Filings on Record 21
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lloyd Advisory Services, LLC. . 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)
2025-07-16 2025-06-30 13F-HR 99 206,955
2025-04-14 2025-03-31 13F-HR 98 199,086
2025-02-03 2024-12-31 13F-HR 100 211,084
2024-10-10 2024-09-30 13F-HR 97 206,866
2024-08-05 2024-06-30 13F-HR 93 212,417
2024-04-12 2024-03-31 13F-HR 128 468,723
2024-02-13 2023-12-31 13F-HR 132 211,092
2023-11-13 2023-09-30 13F-HR 261 303,955
2023-01-27 2022-12-31 13F-HR 45 144
2022-11-02 2022-09-30 13F-HR 43 136,955
2022-08-15 2022-06-30 13F-HR 65 128,413
2022-05-02 2022-03-31 13F-HR 624 214,650
2022-01-26 2021-12-31 13F-HR 445 216,943
2021-10-21 2021-09-30 13F-HR 404 194,407
2021-08-09 2021-06-30 13F-HR 408 197,935
2021-05-04 2021-03-31 13F-HR 381 183,900
2021-02-04 2020-12-31 13F-HR 373 182,833
2020-10-28 2020-09-30 13F-HR 335 164,546
2020-08-07 2020-06-30 13F-HR 326 159,098
2020-06-03 2020-03-31 13F-HR 283 135,282
2020-02-12 2019-12-31 13F-HR 381 109,895