Current Market Value 1,164,262,952
Current Holdings 678
Most Recent File Date 2025-08-12
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Insigneo Advisory Services, 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 678 1,164,263
2025-04-18 2025-03-31 13F-HR 634 969,312
2025-02-13 2024-12-31 13F-HR 626 968,317
2024-11-15 2024-09-30 13F-HR 636 991,726
2024-08-14 2024-06-30 13F-HR 589 888,369
2024-05-15 2024-03-31 13F-HR 485 841,706
2024-02-14 2023-12-31 13F-HR 436 710,056
2023-11-14 2023-09-30 13F-HR 388 491,270
2023-08-14 2023-06-30 13F-HR 339 521,727
2023-05-11 2023-03-31 13F-HR 281 314,009
2023-02-13 2022-12-31 13F-HR 252 264,080