Current Market Value 2,070,307,627
Current Holdings 297
Most Recent File Date 2023-07-20
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Aj Wealth Strategies, 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)
2023-07-20 2023-06-30 13F-HR 297 2,070,308
2023-04-28 2023-03-31 13F-HR 288 1,918,882
2023-01-25 2022-12-31 13F-HR 300 1,903
2022-10-27 2022-09-30 13F-HR 306 1,715,915
2022-08-04 2022-06-30 13F-HR 307 1,898,427
2022-05-13 2022-03-31 13F-HR 322 2,028,334
2022-01-26 2021-12-31 13F-HR 310 2,104,517
2021-10-20 2021-09-30 13F-HR 295 1,852,082
2021-08-16 2021-06-30 13F-HR 271 1,675,510
2021-05-06 2021-03-31 13F-HR 260 1,406,948
2021-02-16 2020-12-31 13F-HR 239 1,149,982
2020-11-16 2020-09-30 13F-HR 223 981,964
2020-08-14 2020-06-30 13F-HR 204 901,263
2020-05-15 2020-03-31 13F-HR 176 737,585
2020-02-14 2019-12-31 13F-HR 121 855,841
2019-11-26 2019-09-30 13F-HR 117 758,196
2019-08-19 2019-06-30 13F-HR 106 678,370
2019-05-13 2019-03-31 13F-HR 108 604,693
2019-02-14 2018-12-31 13F-HR 94 518,450
2018-11-15 2018-09-30 13F-HR 105 540,611
2018-07-19 2018-06-30 13F-HR 97 484,986
2018-07-19 2018-03-31 13F-HR 89 418,944
2018-07-19 2017-12-31 13F-HR 93 400,863
2018-07-19 2017-09-30 13F-HR 80 307,817
2018-07-19 2017-06-30 13F-HR 75 263,627
2018-07-19 2017-03-31 13F-HR 72 229,873
2018-07-19 2016-12-31 13F-HR 67 193,717