Current Market Value 263,107,000
Current Holdings 60
Most Recent File Date 2025-07-17
Total Filings on Record 39
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Youngs Advisory 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)
2025-07-17 2025-06-30 13F-HR 60 263,107
2025-05-09 2025-03-31 13F-HR 54 240,065
2025-02-13 2024-12-31 13F-HR 56 235,926
2024-11-07 2024-09-30 13F-HR 56 241,234
2024-07-19 2024-06-30 13F-HR 50 227,873
2024-05-06 2024-03-31 13F-HR 47 223,930
2024-01-31 2023-12-31 13F-HR 44 199,617
2023-11-03 2023-09-30 13F-HR 46 183,913
2023-08-10 2023-06-30 13F-HR 45 183,653
2023-05-03 2023-03-31 13F-HR 47 178,498
2023-01-25 2022-12-31 13F-HR 48 169,354,330
2022-10-18 2022-09-30 13F-HR 46 155,436
2022-07-13 2022-06-30 13F-HR 52 162,906
2022-04-29 2022-03-31 13F-HR 54 173,355
2022-01-26 2021-12-31 13F-HR 55 158,507
2021-10-15 2021-09-30 13F-HR 49 132,607
2021-07-21 2021-06-30 13F-HR 46 93,796
2021-04-14 2021-03-31 13F-HR 34 80,033
2021-01-19 2020-12-31 13F-HR 29 74,017
2020-10-22 2020-09-30 13F-HR 27 54,098
2020-07-28 2020-06-30 13F-HR 29 49,277
2020-04-28 2020-03-31 13F-HR 35 87,871
2020-02-04 2019-12-31 13F-HR 41 123,532
2019-10-28 2019-09-30 13F-HR 37 117,033
2019-07-16 2019-06-30 13F-HR 36 118,860
2019-04-30 2019-03-31 13F-HR 35 115,293
2019-02-12 2018-12-31 13F-HR 34 113,834
2018-11-01 2018-09-30 13F-HR 42 143,196
2018-08-07 2018-06-30 13F-HR 43 143,221
2018-04-24 2018-03-31 13F-HR 45 139,097
2018-01-24 2017-12-31 13F-HR 39 131,707
2017-10-24 2017-09-30 13F-HR 37 128,276
2017-07-10 2017-06-30 13F-HR 40 127,185
2017-04-24 2017-03-31 13F-HR 39 126,779
2017-01-27 2016-12-31 13F-HR 43 127,784
2016-10-21 2016-09-30 13F-HR 39 119,362
2016-07-19 2016-06-30 13F-HR 38 119,495
2016-04-19 2016-03-31 13F-HR 39 117,627
2016-01-27 2015-12-31 13F-HR 35 104,849