Current Market Value 833,114,685
Current Holdings 367
Most Recent File Date 2025-05-07
Total Filings on Record 6
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Spectrum Wealth Counsel, 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-05-07 2025-03-31 13F-HR 367 833,115
2025-02-05 2024-12-31 13F-HR 361 850,937
2024-11-08 2024-09-30 13F-HR 384 846,864
2024-08-08 2024-06-30 13F-HR 375 790,456
2024-05-06 2024-03-31 13F-HR 372 817,417
2024-02-14 2023-12-31 13F-HR 332 721,840