Current Market Value 370,969,430
Current Holdings 280
Most Recent File Date 2025-08-04
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by L.m. Kohn & Company . 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)
2025-08-04 2025-06-30 13F-HR 280 370,969
2025-04-21 2025-03-31 13F-HR 275 382,818
2025-01-30 2024-12-31 13F-HR 260 386,375
2024-11-14 2024-09-30 13F-HR 285 394,484
2024-07-31 2024-06-30 13F-HR 267 369,342
2024-04-25 2024-03-31 13F-HR 273 355,870
2024-02-09 2023-12-31 13F-HR 246 313,286
2023-11-06 2023-09-30 13F-HR 238 274,008
2023-08-08 2023-06-30 13F-HR 236 264,929
2023-05-08 2023-03-31 13F-HR 222 241,272
2023-02-08 2022-12-31 13F-HR 222 213,723
2022-10-19 2022-09-30 13F-HR 218 204,162
2022-08-05 2022-06-30 13F-HR 233 213,993
2022-05-25 2022-03-31 13F-HR 242 259,396