Current Market Value 339,727,000
Current Holdings 118
Most Recent File Date 2021-01-28
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by NewFocus Financial Group, 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)
2021-01-28 2020-12-31 13F-HR 118 339,727
2020-10-26 2020-09-30 13F-HR 113 300,019
2020-07-21 2020-06-30 13F-HR 108 278,941
2020-04-29 2020-03-31 13F-HR 92 216,598
2020-02-10 2019-12-31 13F-HR 103 256,145
2019-10-30 2019-09-30 13F-HR 101 227,876
2019-07-23 2019-06-30 13F-HR 94 216,011
2019-04-26 2019-03-31 13F-HR 85 200,446
2019-01-26 2018-12-31 13F-HR 84 169,384
2018-10-26 2018-09-30 13F-HR 74 185,068
2018-08-03 2018-06-30 13F-HR 71 165,971
2018-04-25 2018-03-31 13F-HR 68 159,172
2018-02-07 2017-12-31 13F-HR 72 164,110
2017-10-30 2017-09-30 13F-HR 67 153,963
2017-07-31 2017-06-30 13F-HR 67 177,052
2017-05-04 2017-03-31 13F-HR 62 162,070
2017-02-02 2016-12-31 13F-HR 58 148,355
2016-10-26 2016-09-30 13F-HR 50 138,007
2016-08-09 2016-06-30 13F-HR 49 135,293
2016-05-02 2016-03-31 13F-HR 48 136,637
2016-02-09 2015-12-31 13F-HR 65 143,734
2015-11-10 2015-09-30 13F-HR 60 130,137
2015-08-10 2015-06-30 13F-HR 57 155,176
2015-05-01 2015-03-31 13F-HR 57 160,387
2015-02-11 2014-12-31 13F-HR 59 145,071
2014-11-12 2014-09-30 13F-HR 40 124,112
2014-07-23 2014-06-30 13F-HR 46 126,539
2014-04-14 2014-03-31 13F-HR 39 120,914
2014-02-13 2013-12-31 13F-HR 38 118,545