Current Market Value 417,005,279
Current Holdings 114
Most Recent File Date 2025-07-18
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Madrona Financial 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)
2025-07-18 2025-06-30 13F-HR 114 417,005
2025-04-23 2025-03-31 13F-HR 109 363,676
2025-01-17 2024-12-31 13F-HR 110 367,217
2024-10-17 2024-09-30 13F-HR 113 359,809
2024-07-19 2024-06-30 13F-HR 100 325,498
2024-04-19 2024-03-31 13F-HR 99 287,177
2024-01-25 2023-12-31 13F-HR 84 253,528
2024-01-25 2023-09-30 13F-HR/A 1 R 94 218,965
2023-10-16 2023-09-30 13F-HR 94 218,965
2023-07-18 2023-06-30 13F-HR 94 204,479
2023-05-11 2023-03-31 13F-HR 85 186,387
2023-01-18 2022-12-31 13F-HR 78 174,724
2022-10-14 2022-09-30 13F-HR 73 161,905
2022-07-27 2022-06-30 13F-HR 77 170,727
2022-04-20 2022-03-31 13F-HR 78 204,082
2022-02-10 2021-12-31 13F-HR 74 236,550
2021-11-08 2021-09-30 13F-HR 64 210,716
2021-08-02 2021-06-30 13F-HR 58 194,730
2021-05-04 2021-03-31 13F-HR 59 194,920
2021-02-08 2020-12-31 13F-HR 54 179,100
2020-10-29 2020-09-30 13F-HR 49 159,319
2020-07-23 2020-06-30 13F-HR 49 144,684
2020-04-30 2020-03-31 13F-HR 44 120,445
2020-02-05 2019-12-31 13F-HR 59 137,663
2019-11-07 2019-09-30 13F-HR 58 136,149
2019-07-25 2019-06-30 13F-HR 52 107,754
2019-04-18 2019-03-31 13F-HR 44 91,289
2019-02-13 2018-12-31 13F-HR 41 113,247
2018-11-07 2018-09-30 13F-HR 43 131,639
2018-08-08 2018-06-30 13F-HR 40 124,341
2018-05-07 2018-03-31 13F-HR 43 125,601
2018-02-15 2017-12-31 13F-HR 40 118,360
2017-11-08 2017-09-30 13F-HR 37 108,764
2017-08-14 2017-06-30 13F-HR 35 98,574
2017-05-03 2017-03-31 13F-HR 33 93,436
2017-02-09 2016-12-31 13F-HR 39 90,537
2016-11-10 2016-09-30 13F-HR 38 94,022
2016-08-01 2016-06-30 13F-HR 36 94,107
2016-05-05 2016-03-31 13F-HR 35 96,726
2016-02-02 2015-12-31 13F-HR 32 99,649
2015-11-12 2015-09-30 13F-HR 30 92,630
2015-08-04 2015-06-30 13F-HR/A 1 R 31 101,801
2015-07-30 2015-06-30 13F-HR 37 102,815
2015-09-11 2015-03-31 13F-HR/A 1 R 35 99,546
2015-04-27 2015-03-31 13F-HR 37 102,815
2015-09-11 2014-12-31 13F-HR/A 1 R 31 94,197
2015-02-12 2014-12-31 13F-HR 32 97,524