Current Market Value 722,652,487
Current Holdings 445
Most Recent File Date 2025-07-18
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Consolidated Portfolio Review Corp . 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)
2025-07-18 2025-06-30 13F-HR 445 722,652
2025-04-23 2025-03-31 13F-HR 378 624,017
2025-01-27 2024-12-31 13F-HR 371 631,626
2024-10-24 2024-09-30 13F-HR 309 448,205
2024-08-01 2024-06-30 13F-HR 295 428,759
2024-04-30 2024-03-31 13F-HR 275 381,363
2024-01-29 2023-12-31 13F-HR 296 437,705
2023-11-13 2023-09-30 13F-HR 313 412,300
2023-08-14 2023-06-30 13F-HR 316 420,830
2023-05-11 2023-03-31 13F-HR 280 369,708