Current Market Value 338,350,453
Current Holdings 97
Most Recent File Date 2025-05-08
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Us 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)
2025-05-08 2025-03-31 13F-HR 97 338,350
2025-02-14 2024-12-31 13F-HR 89 325,183
2024-10-31 2024-09-30 13F-HR 88 321,136
2024-08-02 2024-06-30 13F-HR 84 298,238
2024-05-13 2024-03-31 13F-HR 81 288,770
2024-02-08 2023-12-31 13F-HR 72 268,361
2023-11-13 2023-09-30 13F-HR 71 240,652
2023-08-10 2023-06-30 13F-HR 70 235,242
2023-05-04 2023-03-31 13F-HR 70 224,202
2023-01-26 2022-12-31 13F-HR 69 199,255
2022-10-13 2022-09-30 13F-HR 64 178,532
2022-08-15 2022-06-30 13F-HR 63 178,053
2022-05-13 2022-03-31 13F-HR 72 207,914
2022-02-14 2021-12-31 13F-HR 78 219,569
2021-10-26 2021-09-30 13F-HR 69 201,978
2021-08-10 2021-06-30 13F-HR 77 204,983
2021-04-30 2021-03-31 13F-HR 143 360,207
2021-02-18 2020-12-31 13F-HR 130 331,559
2016-08-12 2016-06-30 13F-HR 47 49,804
2016-05-05 2016-03-31 13F-HR 495 57,488
2016-02-16 2015-12-31 13F-HR 640 105,381
2015-11-13 2015-09-30 13F-HR 587 60,166
2015-08-20 2015-06-30 13F-HR/A 1 R 547 106,009
2015-08-11 2015-06-30 13F-HR 564 105,363
2015-05-18 2015-03-31 13F-HR/A 1 R 388 110,061
2015-05-01 2015-03-31 13F-HR 388 110,061
2015-05-18 2014-12-31 13F-HR/A 1 R 369 111,959
2015-05-01 2014-12-31 13F-HR 369 111,959