Current Market Value 1,803,764,146
Current Holdings 26
Most Recent File Date 2025-08-13
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by ARGI Investment Services, 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)
2025-08-13 2025-06-30 13F-HR 26 1,803,764
2025-04-30 2025-03-31 13F-HR 24 1,767,217
2025-02-13 2024-12-31 13F-HR 24 1,508,199
2024-11-12 2024-09-30 13F-HR 24 1,243,450
2024-08-13 2024-06-30 13F-HR 27 1,305,822
2023-02-02 2022-12-31 13F-HR 428 3,132
2022-10-20 2022-09-30 13F-HR 417 2,868,375
2022-07-26 2022-06-30 13F-HR 419 3,012,887
2022-04-27 2022-03-31 13F-HR 421 3,320,913
2022-01-28 2021-12-31 13F-HR 418 3,425,110
2021-11-10 2021-09-30 13F-HR 409 3,156,615
2021-08-03 2021-06-30 13F-HR 390 3,079,273
2021-05-06 2021-03-31 13F-HR 376 2,809,801
2021-02-11 2020-12-31 13F-HR/A 1 R 356 2,573,967
2021-02-10 2020-12-31 13F-HR 339 2,231,692
2020-11-04 2020-09-30 13F-HR 339 2,231,692
2020-08-12 2020-06-30 13F-HR 332 2,084,906
2020-05-11 2020-03-31 13F-HR 296 1,778,559
2020-02-11 2019-12-31 13F-HR 333 2,160,916
2019-11-13 2019-09-30 13F-HR 315 1,945,283
2019-08-13 2019-06-30 13F-HR 321 1,859,762
2019-05-14 2019-03-31 13F-HR 307 1,755,474
2019-02-14 2018-12-31 13F-HR 305 1,564,273
2018-11-14 2018-09-30 13F-HR 288 1,671,841
2018-08-13 2018-06-30 13F-HR/A 1 R 271 1,582,551
2018-08-13 2018-06-30 13F-HR 271 1,582,551
2018-05-04 2018-03-31 13F-HR 261 1,553,801
2018-02-14 2017-12-31 13F-HR 259 1,507,958
2017-11-13 2017-09-30 13F-HR 252 1,453,069
2017-08-08 2017-06-30 13F-HR 251 1,330,354
2017-05-11 2017-03-31 13F-HR 242 1,261,990
2017-02-14 2016-12-31 13F-HR 236 1,156,600
2016-11-08 2016-09-30 13F-HR 215 1,100,792
2016-08-11 2016-06-30 13F-HR 204 997,804
2016-05-06 2016-03-31 13F-HR 215 969,188
2016-02-10 2015-12-31 13F-HR 215 908,129
2015-11-10 2015-09-30 13F-HR 224 882,485
2015-08-12 2015-06-30 13F-HR 217 919,389
2015-05-15 2015-03-31 13F-HR 217 897,796
2015-02-09 2014-12-31 13F-HR 191 825,311
2014-11-06 2014-09-30 13F-HR 190 756,678
2014-08-08 2014-06-30 13F-HR 184 713,772
2014-05-12 2014-03-31 13F-HR 173 629,882
2014-02-12 2013-12-31 13F-HR 157 581,407
2013-11-13 2013-09-30 13F-HR 147 535,344
2013-08-19 2013-06-30 13F-HR/A 1 R 132 486,842
2013-08-09 2013-06-30 13F-HR 132 486,842