Current Market Value 520,398,007
Current Holdings 167
Most Recent File Date 2025-08-08
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Advisory Resource Group . 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)
2025-08-08 2025-06-30 13F-HR 167 520,398
2025-04-21 2025-03-31 13F-HR 162 491,012
2025-01-28 2024-12-31 13F-HR 158 471,205
2024-11-20 2024-09-30 13F-HR 158 468,267
2024-07-24 2024-06-30 13F-HR 155 443,074
2024-05-17 2024-03-31 13F-HR 158 435,812
2024-01-11 2023-12-31 13F-HR 150 401,105
2023-12-05 2023-09-30 13F-HR 152 370,644
2023-07-11 2023-06-30 13F-HR 150 367,768
2023-05-15 2023-03-31 13F-HR 147 356,522
2023-01-27 2022-12-31 13F-HR 145 336,348
2022-10-11 2022-09-30 13F-HR 131 302,275
2022-07-21 2022-06-30 13F-HR 135 305,536
2022-04-06 2022-03-31 13F-HR 141 321,198
2022-02-08 2021-12-31 13F-HR 145 299,612
2021-10-26 2021-09-30 13F-HR 135 271,284
2021-08-19 2021-06-30 13F-HR 133 249,949
2021-05-24 2021-03-31 13F-HR 114 214,076
2021-02-23 2020-12-31 13F-HR 103 201,701
2020-12-09 2020-09-30 13F-HR 95 170,548
2020-08-19 2020-06-30 13F-HR 92 162,197
2020-05-27 2020-03-31 13F-HR 74 130,767
2020-02-12 2019-12-31 13F-HR 71 177,551
2019-11-19 2019-09-30 13F-HR 76 186,262
2019-08-15 2019-06-30 13F-HR 70 182,419
2019-05-20 2019-03-31 13F-HR 73 179,327
2019-02-12 2018-12-31 13F-HR 63 162,961