Current Market Value 558,105,289
Current Holdings 176
Most Recent File Date 2025-07-10
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Management Network 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-10 2025-06-30 13F-HR 176 558,105
2025-05-07 2025-03-31 13F-HR 153 444,359
2025-02-03 2024-12-31 13F-HR 160 481,095
2024-10-23 2024-09-30 13F-HR 172 478,112
2024-07-22 2024-06-30 13F-HR 149 416,660
2024-04-22 2024-03-31 13F-HR 154 396,759
2024-01-22 2023-12-31 13F-HR 136 342,557
2023-10-24 2023-09-30 13F-HR 145 302,057
2023-07-28 2023-06-30 13F-HR 140 286,901
2023-04-21 2023-03-31 13F-HR 126 249,023
2023-02-10 2022-12-31 13F-HR 131 224,829
2022-11-03 2022-09-30 13F-HR 132 202,553
2022-07-11 2022-06-30 13F-HR 123 188,052
2022-04-21 2022-03-31 13F-HR 115 196,883
2022-01-19 2021-12-31 13F-HR 130 218,071
2021-10-13 2021-09-30 13F-HR 128 197,390
2021-07-20 2021-06-30 13F-HR 124 196,549
2021-05-06 2021-03-31 13F-HR 126 192,977
2021-02-08 2020-12-31 13F-HR 109 162,490