Current Market Value 178,516
Current Holdings 101
Most Recent File Date 2025-07-11
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Brendel Financial Advisors 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)
2025-07-11 2025-06-30 13F-HR 101 179
2025-04-22 2025-03-31 13F-HR 91 165
2025-01-14 2024-12-31 13F-HR 91 165
2024-10-09 2024-09-30 13F-HR 94 176
2024-07-15 2024-06-30 13F-HR 88 157
2024-04-30 2024-03-31 13F-HR 57 87
2024-02-01 2023-12-31 13F-HR 91 153
2023-10-12 2023-09-30 13F-HR 44 67
2023-07-21 2023-06-30 13F-HR 43 66
2023-04-06 2023-03-31 13F-HR 83 135
2023-01-20 2022-12-31 13F-HR 36 50
2022-10-11 2022-09-30 13F-HR 37 42,115
2022-07-26 2022-06-30 13F-HR 90 114,841
2022-05-10 2022-03-31 13F-HR 113 183,923
2022-02-10 2021-12-31 13F-HR 107 192,968
2021-10-26 2021-09-30 13F-HR 55 83,839
2021-07-21 2021-06-30 13F-HR 284 181,765
2021-04-14 2021-03-31 13F-HR 86 149,310
2021-02-12 2020-12-31 13F-HR 79 147,053
2020-11-04 2020-09-30 13F-HR 76 124,978
2020-07-30 2020-06-30 13F-HR 78 116,037
2020-05-01 2020-03-31 13F-HR 70 84,867
2020-02-04 2019-12-31 13F-HR 81 117,605
2019-11-14 2019-09-30 13F-HR 79 111,296
2019-08-15 2019-06-30 13F-HR 75 103,325
2019-05-15 2019-03-31 13F-HR 77 111,504
2019-02-14 2018-12-31 13F-HR 74 86,995