Current Market Value 450,758,238
Current Holdings 609
Most Recent File Date 2025-07-25
Total Filings on Record 7
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Richardson Financial Services Inc. . 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 609 450,758
2025-05-06 2025-03-31 13F-HR 602 131,364
2025-01-24 2024-12-31 13F-HR 606 142,277
2024-10-24 2024-09-30 13F-HR 600 157,383
2024-08-12 2024-06-30 13F-HR 588 138,866
2024-05-03 2024-03-31 13F-HR 621 141,899
2024-03-04 2023-12-31 13F-HR 377 114,150