Current Market Value 147,211,455
Current Holdings 40
Most Recent File Date 2025-08-06
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SJA Financial Advisory, 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 40 147,211
2025-05-14 2025-03-31 13F-HR 39 134,042
2025-02-03 2024-12-31 13F-HR 41 139,806
2024-11-25 2024-09-30 13F-HR 42 147,737
2024-08-01 2024-06-30 13F-HR 40 137,299
2024-05-10 2024-03-31 13F-HR 40 137,321
2024-02-14 2023-12-31 13F-HR 39 129,636
2023-11-15 2023-09-30 13F-HR 36 108,113
2023-08-14 2023-06-30 13F-HR 40 117,111
2023-04-28 2023-03-31 13F-HR 41 114,558
2023-02-14 2022-12-31 13F-HR 43 111,273
2023-02-14 2022-09-30 13F-HR 39 99,807
2022-08-03 2022-06-30 13F-HR 39 107,226
2022-04-21 2022-03-31 13F-HR 49 134,939
2022-02-16 2021-12-31 13F-HR 48 140,301
2021-11-08 2021-09-30 13F-HR 46 129,326
2021-07-21 2021-06-30 13F-HR 47 132,784
2021-05-14 2021-03-31 13F-HR 44 128,726
2021-02-08 2020-12-31 13F-HR 46 130,401
2020-11-06 2020-09-30 13F-HR 44 118,712
2020-08-12 2020-06-30 13F-HR 45 124,990
2020-05-11 2020-03-31 13F-HR 40 111,872
2020-02-05 2019-12-31 13F-HR 44 143,660
2019-10-30 2019-09-30 13F-HR 44 134,638
2019-08-02 2019-06-30 13F-HR 46 132,898
2019-05-03 2019-03-31 13F-HR 45 128,374
2019-01-28 2018-12-31 13F-HR 52 112,511
2018-11-06 2018-09-30 13F-HR 38 111,302
2018-08-08 2018-06-30 13F-HR 37 102,440
2018-05-11 2018-03-31 13F-HR 37 101,265
2018-02-14 2017-12-31 13F-HR 38 103,085