Current Market Value 182,137,995
Current Holdings 186
Most Recent File Date 2025-08-11
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Resurgent Financial 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)
2025-08-11 2025-06-30 13F-HR 186 182,138
2025-05-05 2025-03-31 13F-HR 181 166,524
2025-02-13 2024-12-31 13F-HR 179 169,946
2024-11-14 2024-09-30 13F-HR 181 171,054
2024-08-14 2024-06-30 13F-HR 177 160,862
2024-05-10 2024-03-31 13F-HR 193 187,647
2024-02-09 2023-12-31 13F-HR 499 162,866
2023-11-13 2023-09-30 13F-HR 484 146,792
2023-08-14 2023-06-30 13F-HR 505 151,446
2023-05-15 2023-03-31 13F-HR 489 150,240
2023-02-15 2022-12-31 13F-HR 626 189,690
2022-11-14 2022-09-30 13F-HR 203 149,587
2022-08-15 2022-06-30 13F-HR 190 156,011
2022-05-16 2022-03-31 13F-HR 192 161,150
2022-05-16 2021-12-31 13F-HR 130 125,420