Current Market Value 198,020,283
Current Holdings 40
Most Recent File Date 2025-07-28
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Dixon Fnancial Services, Inc. . 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 40 198,020
2025-04-22 2025-03-31 13F-HR 38 185,016
2025-01-23 2024-12-31 13F-HR 38 184,156
2024-10-22 2024-09-30 13F-HR 37 188,344
2024-07-16 2024-06-30 13F-HR 36 178,377
2024-04-16 2024-03-31 13F-HR 36 180,597
2024-01-12 2023-12-31 13F-HR 27 162,557
2023-11-14 2023-09-30 13F-HR 24 148,149
2023-07-31 2023-06-30 13F-HR 24 153,898
2023-04-24 2023-03-31 13F-HR 24 147,325
2023-01-18 2022-12-31 13F-HR 24 141,520
2022-10-27 2022-09-30 13F-HR 22 127,200
2022-07-29 2022-06-30 13F-HR 24 137,184
2022-04-20 2022-03-31 13F-HR 23 131,419
2022-02-10 2021-12-31 13F-HR 26 137,131