Current Market Value 300,856,361
Current Holdings 89
Most Recent File Date 2025-07-07
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Vishria Bird Financial Group, 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)
2025-07-07 2025-06-30 13F-HR 89 300,856
2025-04-28 2025-03-31 13F-HR 83 294,354
2025-01-21 2024-12-31 13F-HR 79 285
2024-11-06 2024-09-30 13F-HR 82 264
2024-07-23 2024-06-30 13F-HR 62 238
2024-04-22 2024-03-31 13F-HR 64 234
2024-01-25 2023-12-31 13F-HR 59 212
2023-10-26 2023-09-30 13F-HR 55 176
2023-07-19 2023-06-30 13F-HR 55 168
2023-04-17 2023-03-31 13F-HR 55 156
2023-02-01 2022-12-31 13F-HR 59 143
2022-10-27 2022-09-30 13F-HR 56 148,537
2022-08-04 2022-06-30 13F-HR 58 150,282
2022-05-03 2022-03-31 13F-HR 59 180,998
2022-01-27 2021-12-31 13F-HR 65 214,899
2021-10-15 2021-09-30 13F-HR 62 190,555
2021-08-02 2021-06-30 13F-HR 58 203,184
2021-04-27 2021-03-31 13F-HR 54 181,228
2021-01-26 2020-12-31 13F-HR 49 175,530
2020-11-02 2020-09-30 13F-HR 45 159,030
2020-07-20 2020-06-30 13F-HR 41 127,885
2020-04-13 2020-03-31 13F-HR 43 95,449
2020-01-09 2019-12-31 13F-HR 48 103,066
2019-10-15 2019-09-30 13F-HR 48 87,359
2019-07-15 2019-06-30 13F-HR 51 100,155
2019-04-05 2019-03-31 13F-HR 50 98,851
2019-01-17 2018-12-31 13F-HR 48 90,391
2018-10-30 2018-09-30 13F-HR 50 116,605
2018-08-04 2018-06-30 13F-HR 48 107,815