Current Market Value 198,541,026
Current Holdings 506
Most Recent File Date 2025-07-16
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by PFS 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)
2025-07-16 2025-06-30 13F-HR 506 198,541
2025-04-14 2025-03-31 13F-HR 440 189,042
2025-01-27 2024-12-31 13F-HR 445 186,799
2024-11-01 2024-09-30 13F-HR 448 176,880
2024-07-25 2024-06-30 13F-HR 439 160,596
2024-04-15 2024-03-31 13F-HR 462 150,801
2024-01-29 2023-12-31 13F-HR 463 146,257
2023-12-01 2023-09-30 13F-HR 467 113,442
2023-12-01 2023-06-30 13F-HR 479 119,459
2023-12-01 2023-03-31 13F-HR 392 102,356
2023-12-01 2022-12-31 13F-HR 380 95,013
2023-12-01 2022-09-30 13F-HR 366 92,476
2023-12-01 2022-06-30 13F-HR 360 102,760
2023-12-01 2022-03-31 13F-HR 350 115,616
2023-12-01 2021-12-31 13F-HR 351 134,864