Current Market Value 204,891,438
Current Holdings 100
Most Recent File Date 2025-07-08
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Northstar Advisory 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)
2025-07-08 2025-06-30 13F-HR 100 204,891
2025-04-14 2025-03-31 13F-HR 94 153,091
2025-01-13 2024-12-31 13F-HR 103 196,642
2024-11-08 2024-09-30 13F-HR 97 192,499
2024-08-02 2024-06-30 13F-HR 95 173,887
2024-05-13 2024-03-31 13F-HR 91 165,254
2024-01-18 2023-12-31 13F-HR 94 168,167
2023-10-12 2023-09-30 13F-HR 95 137,256
2023-07-13 2023-06-30 13F-HR 83 152,911
2023-04-10 2023-03-31 13F-HR 81 133,649
2023-01-24 2022-12-31 13F-HR 89 126,516
2022-10-14 2022-09-30 13F-HR 83 111,550
2022-07-11 2022-06-30 13F-HR 81 134,677
2022-04-14 2022-03-31 13F-HR 101 155,431
2022-01-20 2021-12-31 13F-HR 97 168,856
2021-10-14 2021-09-30 13F-HR 46 102,053
2021-07-20 2021-06-30 13F-HR 105 159,996
2021-04-26 2021-03-31 13F-HR 102 130,864
2021-01-19 2020-12-31 13F-HR 106 119,130