Current Market Value 401,670,271
Current Holdings 84
Most Recent File Date 2025-08-13
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by AMJ Financial Wealth Management . 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)
2025-08-13 2025-06-30 13F-HR 84 401,670
2025-05-12 2025-03-31 13F-HR 84 338,732
2025-02-06 2024-12-31 13F-HR 84 361,557
2024-11-12 2024-09-30 13F-HR 84 348,946
2024-08-07 2024-06-30 13F-HR 74 322,698
2024-05-07 2024-03-31 13F-HR 77 299,481
2024-02-12 2023-12-31 13F-HR 69 237,637
2023-11-13 2023-09-30 13F-HR 65 217,028
2023-08-10 2023-06-30 13F-HR 71 227,608
2023-05-02 2023-03-31 13F-HR 57 155,397
2023-02-01 2022-12-31 13F-HR 55 169,014
2022-11-04 2022-09-30 13F-HR 49 153,815
2022-08-12 2022-06-30 13F-HR 54 118,407
2022-05-11 2022-03-31 13F-HR 84 249,503
2022-02-10 2021-12-31 13F-HR 93 277,073
2021-11-12 2021-09-30 13F-HR 90 243,931
2021-08-12 2021-06-30 13F-HR 89 229,741
2021-05-07 2021-03-31 13F-HR 83 206,901
2021-02-09 2020-12-31 13F-HR 74 195,749
2020-10-23 2020-09-30 13F-HR 64 169,715
2020-08-05 2020-06-30 13F-HR 63 146,792
2020-05-05 2020-03-31 13F-HR 29 57,604
2020-02-10 2019-12-31 13F-HR 69 142,268