Current Market Value 275,880,440
Current Holdings 140
Most Recent File Date 2025-07-31
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Carlton Hofferkamp & Jenks Wealth Management, 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)
2025-07-31 2025-06-30 13F-HR 140 275,880
2025-04-17 2025-03-31 13F-HR 133 242,240
2025-02-06 2024-12-31 13F-HR 134 270,909
2024-11-05 2024-09-30 13F-HR 138 262,420
2024-07-31 2024-06-30 13F-HR 139 255,659
2024-04-26 2024-03-31 13F-HR 129 237,468
2024-01-25 2023-12-31 13F-HR 133 239,672
2023-10-26 2023-09-30 13F-HR 126 214,741
2023-08-07 2023-06-30 13F-HR 137 227,238
2023-05-11 2023-03-31 13F-HR 133 219,295
2023-01-30 2022-12-31 13F-HR 134 227,742
2022-10-24 2022-09-30 13F-HR 129 211,868
2022-07-12 2022-06-30 13F-HR 132 217,868
2022-04-11 2022-03-31 13F-HR 137 244,141
2022-01-26 2021-12-31 13F-HR 134 237,277
2021-11-09 2021-09-30 13F-HR 137 248,859
2021-07-19 2021-06-30 13F-HR 135 232,233
2021-04-28 2021-03-31 13F-HR 128 224,839
2021-01-20 2020-12-31 13F-HR 116 203,388
2020-11-12 2020-09-30 13F-HR 112 190,868
2020-07-30 2020-06-30 13F-HR 103 175,368
2020-04-30 2020-03-31 13F-HR 100 162,809
2020-01-28 2019-12-31 13F-HR 100 177,581
2019-10-11 2019-09-30 13F-HR 94 162,519
2019-07-18 2019-06-30 13F-HR 97 165,694
2019-04-22 2019-03-31 13F-HR 92 159,637
2019-01-29 2018-12-31 13F-HR 84 139,909
2018-10-09 2018-09-30 13F-HR 89 162,953
2018-07-06 2018-06-30 13F-HR 87 155,343
2018-04-18 2018-03-31 13F-HR 86 148,859
2018-01-26 2017-12-31 13F-HR 90 159,544
2017-10-06 2017-09-30 13F-HR 88 156,586
2017-07-07 2017-06-30 13F-HR 85 147,313
2017-04-24 2017-03-31 13F-HR 85 143,457
2017-01-10 2016-12-31 13F-HR 79 137,352
2016-10-18 2016-09-30 13F-HR 80 127,995
2016-07-18 2016-06-30 13F-HR 77 126,851
2016-04-15 2016-03-31 13F-HR 74 122,597
2016-01-21 2015-12-31 13F-HR 71 116,507
2015-10-29 2015-09-30 13F-HR 66 102,881
2015-07-10 2015-06-30 13F-HR 68 107,203
2015-04-21 2015-03-31 13F-HR 67 100,172
2015-02-02 2014-12-31 13F-HR 0 0
2014-10-20 2014-09-30 13F-HR 58 87,096
2014-07-30 2014-06-30 13F-HR 47 77,556
2014-05-09 2014-03-31 13F-HR 47 76,948
2014-01-27 2013-12-31 13F-HR 45 71,097
2013-10-22 2013-09-30 13F-HR 50 62,421
2013-07-24 2013-06-30 13F-HR 56 62,490