Current Market Value 143,175,925
Current Holdings 260
Most Recent File Date 2024-07-24
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Spotlight Asset Group, 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-07-24 2024-06-30 13F-HR 260 143,176
2024-05-14 2024-03-31 13F-HR 257 139,752
2024-02-05 2023-12-31 13F-HR 247 110,250
2023-11-15 2023-09-30 13F-HR 247 110,250
2023-08-09 2023-06-30 13F-HR 247 111,611
2023-05-16 2023-03-31 13F-HR 77 101
2022-11-18 2022-09-30 13F-HR 77 100,583
2021-10-28 2021-09-30 13F-HR 117 200,586
2021-08-11 2021-06-30 13F-HR 131 259,540
2021-04-07 2021-03-31 13F-HR 133 265,943
2021-02-08 2020-12-31 13F-HR 138 268,759
2020-10-30 2020-09-30 13F-HR 152 254,503
2020-07-23 2020-06-30 13F-HR 140 238,590
2020-04-13 2020-03-31 13F-HR 117 187,942
2020-04-13 2019-12-31 13F-HR 129 209,506