Current Market Value 290,072,525
Current Holdings 163
Most Recent File Date 2025-07-24
Total Filings on Record 30
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by KC Investment 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)
2025-07-24 2025-06-30 13F-HR 163 290,073
2025-04-17 2025-03-31 13F-HR 150 453,771
2025-02-06 2024-12-31 13F-HR 155 251,347
2024-11-12 2024-09-30 13F-HR 154 238,880
2024-08-08 2024-06-30 13F-HR 141 201,099
2024-05-09 2024-03-31 13F-HR 148 192,662
2024-01-25 2023-12-31 13F-HR 148 166,189
2023-11-06 2023-09-30 13F-HR 156 154,001
2023-08-07 2023-06-30 13F-HR 160 147,597
2023-05-15 2023-03-31 13F-HR 119 107
2023-02-09 2022-12-31 13F-HR 127 106
2022-11-14 2022-09-30 13F-HR 148 114,423
2022-08-15 2022-06-30 13F-HR 154 119,993
2022-05-13 2022-03-31 13F-HR 164 144,258
2022-02-15 2021-12-31 13F-HR 158 149,386
2021-11-15 2021-09-30 13F-HR 144 124,178
2021-08-12 2021-06-30 13F-HR 146 124,302
2021-05-14 2021-03-31 13F-HR 141 108,116
2021-02-12 2020-12-31 13F-HR 134 95,069
2020-11-13 2020-09-30 13F-HR 112 66,264
2020-08-18 2020-06-30 13F-HR 112 66,264
2020-05-14 2020-03-31 13F-HR 92 46,556
2020-02-14 2019-12-31 13F-HR 112 53,950
2019-11-14 2019-09-30 13F-HR 111 48,826
2019-08-14 2019-06-30 13F-HR 111 46,680
2019-05-13 2019-03-31 13F-HR 116 57,178
2019-02-14 2018-12-31 13F-HR 110 47,534
2018-11-15 2018-09-30 13F-HR 116 52,105
2018-08-10 2018-06-30 13F-HR 120 51,635
2018-05-15 2018-03-31 13F-HR 110 46,610