Current Market Value 387,141
Current Holdings 98
Most Recent File Date 2025-07-09
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wolff Financial Management 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)
2025-07-09 2025-06-30 13F-HR 98 387
2025-04-24 2025-03-31 13F-HR 97 361
2025-01-21 2024-12-31 13F-HR 94 360
2024-10-24 2024-09-30 13F-HR 98 368
2024-07-18 2024-06-30 13F-HR 42 135
2024-04-24 2024-03-31 13F-HR 97 343
2024-01-25 2023-12-31 13F-HR 96 324
2023-10-30 2023-09-30 13F-HR 96 293
2023-07-18 2023-06-30 13F-HR 35 115
2023-05-01 2023-03-31 13F-HR 100 287
2023-02-06 2022-12-31 13F-HR 97 270
2022-10-31 2022-09-30 13F-HR 98 219,068
2022-08-05 2022-06-30 13F-HR 100 224,772
2022-05-03 2022-03-31 13F-HR 102 251,855
2022-02-08 2021-12-31 13F-HR 105 264,238
2021-11-12 2021-09-30 13F-HR 39 115,106
2021-05-13 2021-03-31 13F-HR 95 218,154
2021-01-21 2020-12-31 13F-HR 87 190,745
2020-10-23 2020-09-30 13F-HR 82 168,517
2020-07-21 2020-06-30 13F-HR 81 157,243
2020-04-15 2020-03-31 13F-HR 78 132,465
2020-01-23 2019-12-31 13F-HR 83 150,771
2019-10-28 2019-09-30 13F-HR 80 137,014
2019-07-24 2019-06-30 13F-HR 81 129,967
2019-04-24 2019-03-31 13F-HR 79 120,503
2019-02-13 2018-12-31 13F-HR 77 102,788