Current Market Value 388,292,879
Current Holdings 68
Most Recent File Date 2025-08-01
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by McCarthy Grittinger Financial Group, 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)
2025-08-01 2025-06-30 13F-HR 68 388,293
2025-05-01 2025-03-31 13F-HR 68 363,038
2025-01-24 2024-12-31 13F-HR 97 366,430
2024-10-15 2024-09-30 13F-HR 68 340,940
2024-07-29 2024-06-30 13F-HR 66 316,976
2024-04-24 2024-03-31 13F-HR 65 313,804
2024-01-26 2023-12-31 13F-HR 64 301,921
2023-10-11 2023-09-30 13F-HR 63 253,933
2023-07-24 2023-06-30 13F-HR 57 258,555
2023-05-09 2023-03-31 13F-HR 64 252,172
2023-05-09 2022-12-31 13F-HR 59 243,891
2023-05-09 2022-09-30 13F-HR 61 229,638
2023-05-09 2022-06-30 13F-HR 71 232,607
2023-05-09 2022-03-31 13F-HR 79 261,446
2023-05-09 2021-12-31 13F-HR 159 269,879
2023-05-09 2021-09-30 13F-HR 175 260,005
2023-05-09 2021-06-30 13F-HR 59 229,872
2023-05-09 2021-03-31 13F-HR 63 208,032
2023-05-09 2020-12-31 13F-HR 57 201,790
2023-05-09 2020-09-30 13F-HR 62 180,891
2023-05-09 2020-06-30 13F-HR 69 168,608
2023-05-09 2020-03-31 13F-HR 74 128,971
2023-05-09 2019-12-31 13F-HR 70 128,163
2023-05-09 2019-09-30 13F-HR 69 119,136
2023-05-09 2019-06-30 13F-HR 64 117,725
2023-05-09 2019-03-31 13F-HR 65 111,384
2023-05-09 2018-12-31 13F-HR 75 103,170