Current Market Value 155,847,339
Current Holdings 2
Most Recent File Date 2025-08-01
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Independent Order of Foresters . 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)
2025-08-01 2025-06-30 13F-HR 2 155,847
2025-05-08 2025-03-31 13F-HR 2 140,860
2025-02-12 2024-12-31 13F-HR 2 148,509
2024-11-08 2024-09-30 13F-HR 12 173,213
2024-07-26 2024-06-30 13F-HR 15 162,155
2024-05-14 2024-03-31 13F-HR 16 157,256
2024-02-13 2023-12-31 13F-HR 17 156,229
2023-11-14 2023-09-30 13F-HR 17 140,072
2023-08-14 2023-06-30 13F-HR 17 145,795
2023-04-27 2023-03-31 13F-HR 17 135,238
2023-02-08 2022-12-31 13F-HR 13 124,759
2022-11-14 2022-09-30 13F-HR 13 116,625
2022-08-12 2022-06-30 13F-HR 13 123,075
2022-05-12 2022-03-31 13F-HR 13 170,431
2022-02-14 2021-12-31 13F-HR 13 180,729
2021-11-09 2021-09-30 13F-HR 13 167,351
2021-08-13 2021-06-30 13F-HR 13 177,251
2021-04-27 2021-03-31 13F-HR 14 164,666
2021-02-16 2020-12-31 13F-HR 12 170,152
2020-11-12 2020-09-30 13F-HR 12 147,882
2020-08-06 2020-06-30 13F-HR 12 136,634
2020-05-20 2020-03-31 13F-HR 3 85,071
2020-02-14 2019-12-31 13F-HR 3 110,771
2019-11-08 2019-09-30 13F-HR 3 102,706
2019-08-14 2019-06-30 13F-HR 24 106,803
2019-05-15 2019-03-31 13F-HR 24 103,839
2019-02-14 2018-12-31 13F-HR 24 92,404
2018-11-14 2018-09-30 13F-HR 26 109,075
2018-07-31 2018-06-30 13F-HR 24 70,347
2018-05-14 2018-03-31 13F-HR 108 108,341
2018-02-14 2017-12-31 13F-HR 108 112,956
2017-11-14 2017-09-30 13F-HR 109 121,087
2017-08-01 2017-06-30 13F-HR 111 120,495
2017-05-15 2017-03-31 13F-HR 111 117,018
2017-02-14 2016-12-31 13F-HR 110 118,763
2016-11-14 2016-09-30 13F-HR 105 122,075
2016-08-10 2016-06-30 13F-HR 105 135,184
2016-05-16 2016-03-31 13F-HR 106 131,947
2016-02-16 2015-12-31 13F-HR 105 127,141
2015-11-12 2015-09-30 13F-HR 107 117,120
2015-08-05 2015-06-30 13F-HR 103 105,235
2015-05-12 2015-03-31 13F-HR 103 107,087
2015-02-12 2014-12-31 13F-HR 115 96,586
2014-11-10 2014-09-30 13F-HR 128 99,867
2014-07-30 2014-06-30 13F-HR 126 111,093
2014-05-15 2014-03-31 13F-HR 123 108,445
2014-02-14 2013-12-31 13F-HR 124 100,960
2013-11-06 2013-09-30 13F-HR 124 101,949
2013-07-31 2013-06-30 13F-HR 120 99,366