Current Market Value 536,905,748
Current Holdings 78
Most Recent File Date 2025-07-29
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by 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)
2025-07-29 2025-06-30 13F-HR 78 536,906
2025-05-02 2025-03-31 13F-HR 81 506,806
2025-01-15 2024-12-31 13F-HR 83 521,279
2024-10-16 2024-09-30 13F-HR 78 524,856
2024-07-15 2024-06-30 13F-HR 74 488,970
2024-05-03 2024-03-31 13F-HR 77 483,062
2024-02-05 2023-12-31 13F-HR 76 446,063
2023-10-10 2023-09-30 13F-HR 73 403,952
2023-08-01 2023-06-30 13F-HR 79 419,631
2023-05-04 2023-03-31 13F-HR 80 394,894
2023-02-14 2022-12-31 13F-HR 79 365,966
2022-11-14 2022-09-30 13F-HR 76 287,655
2022-08-12 2022-06-30 13F-HR 76 283,138
2022-05-12 2022-03-31 13F-HR 87 320,419
2022-02-11 2021-12-31 13F-HR 87 328,192
2021-11-12 2021-09-30 13F-HR 88 295,633
2021-08-13 2021-06-30 13F-HR 87 285,126
2021-04-16 2021-03-31 13F-HR 81 250,601
2021-02-12 2020-12-31 13F-HR 80 225,020
2020-11-13 2020-09-30 13F-HR 70 190,123
2020-08-14 2020-06-30 13F-HR 62 179,485
2020-05-15 2020-03-31 13F-HR 60 147,842
2020-02-13 2019-12-31 13F-HR 61 176,426
2019-11-05 2019-09-30 13F-HR 59 163,146
2019-07-31 2019-06-30 13F-HR 59 155,825
2019-05-15 2019-03-31 13F-HR 60 146,431
2019-02-14 2018-12-31 13F-HR 58 123,019