Current Market Value 612,936,625
Current Holdings 99
Most Recent File Date 2025-07-09
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Market Street Wealth Management 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)
2025-07-09 2025-06-30 13F-HR 99 612,937
2025-04-18 2025-03-31 13F-HR 96 588,660
2025-01-17 2024-12-31 13F-HR 98 595,708
2024-10-16 2024-09-30 13F-HR 93 608,171
2024-07-29 2024-06-30 13F-HR 91 582,952
2024-04-11 2024-03-31 13F-HR 93 569,508
2024-01-30 2023-12-31 13F-HR 96 477,891
2023-10-12 2023-09-30 13F-HR 92 390,933
2023-07-12 2023-06-30 13F-HR 86 393,937
2023-04-19 2023-03-31 13F-HR 92 380,493
2023-01-23 2022-12-31 13F-HR 90 345,215
2022-10-24 2022-09-30 13F-HR 91 315,393
2022-07-21 2022-06-30 13F-HR 85 323,485
2022-04-12 2022-03-31 13F-HR 74 282,155
2022-01-19 2021-12-31 13F-HR 72 306,851
2021-10-27 2021-09-30 13F-HR 71 252,361
2021-08-02 2021-06-30 13F-HR 64 227,546
2021-04-20 2021-03-31 13F-HR 61 168,916
2021-01-25 2020-12-31 13F-HR 43 128,140
2020-10-28 2020-09-30 13F-HR 41 111,773
2020-07-17 2020-06-30 13F-HR 44 109,564
2020-04-20 2020-03-31 13F-HR 42 92,795
2020-01-15 2019-12-31 13F-HR 37 109,597
2019-10-31 2019-09-30 13F-HR 38 102,886
2019-07-31 2019-06-30 13F-HR 36 103,709
2019-04-15 2019-03-31 13F-HR 34 100,190
2019-02-12 2018-12-31 13F-HR 32 89,565