Current Market Value 349,613
Current Holdings 579
Most Recent File Date 2023-11-15
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Kb Financial Partners, 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)
2023-11-15 2023-09-30 13F-HR 579 350
2023-08-15 2023-06-30 13F-HR 599 364
2023-05-17 2023-03-31 13F-HR 589 340
2023-02-21 2022-12-31 13F-HR 583 293
2022-11-15 2022-09-30 13F-HR 585 279,692
2022-08-11 2022-06-30 13F-HR 580 289,322
2022-05-17 2022-03-31 13F-HR 602 362,185
2022-02-18 2021-12-31 13F-HR 677 348,414
2021-11-16 2021-09-30 13F-HR 161 273,190
2021-08-17 2021-06-30 13F-HR 611 264,569
2021-06-08 2021-03-31 13F-HR 622 235,107