Current Market Value 131,163,615
Current Holdings 35
Most Recent File Date 2025-07-09
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by St. Louis Financial Planners Asset Management, 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)
2025-07-09 2025-06-30 13F-HR 35 131,164
2025-04-08 2025-03-31 13F-HR 26 133,806
2025-01-14 2024-12-31 13F-HR 33 138,407
2024-10-08 2024-09-30 13F-HR 31 125,949
2024-07-12 2024-06-30 13F-HR 37 116,303
2024-04-10 2024-03-31 13F-HR 34 111,158
2024-01-05 2023-12-31 13F-HR 36 107,333
2023-10-06 2023-09-30 13F-HR 19 124,931
2023-07-06 2023-06-30 13F-HR 32 99,822
2023-04-05 2023-03-31 13F-HR 40 87,934
2023-02-17 2022-12-31 13F-HR 18 102,305