Current Market Value 536,938,698
Current Holdings 80
Most Recent File Date 2024-05-13
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Ratio Wealth Group . 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)
2024-05-13 2024-03-31 13F-HR 80 536,939
2024-02-13 2023-12-31 13F-HR 74 462,179
2023-11-14 2023-09-30 13F-HR 70 399,223
2023-10-10 2023-06-30 13F-HR 67 404,311
2023-03-27 2022-12-31 13F-HR 62 352,144
2023-03-27 2022-09-30 13F-HR 60 307,217
2023-03-27 2022-06-30 13F-HR 57 307,386
2023-03-27 2022-03-31 13F-HR 57 335,153
2023-03-27 2021-12-31 13F-HR 57 332,325
2023-03-27 2021-09-30 13F-HR 63 304,731
2023-03-27 2021-06-30 13F-HR 50 278,771
2023-03-27 2021-03-31 13F-HR 47 239,506
2023-03-31 2020-12-31 13F-HR/A 1 R 49 186,299
2023-03-27 2020-12-31 13F-HR 57 332,325