Current Market Value 597,928,744
Current Holdings 384
Most Recent File Date 2025-07-16
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Formidable Asset 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)
2025-07-16 2025-06-30 13F-HR 384 597,929
2025-05-05 2025-03-31 13F-HR 384 598,182
2025-02-19 2024-12-31 13F-HR 373 608,885
2024-11-12 2024-09-30 13F-HR 368 626,032
2024-08-08 2024-06-30 13F-HR 395 618,453
2024-05-15 2024-03-31 13F-HR 389 613,357
2024-02-07 2023-12-31 13F-HR 287 481,541
2023-11-09 2023-09-30 13F-HR 300 451,397
2023-08-15 2023-06-30 13F-HR 296 458
2023-05-09 2023-03-31 13F-HR 322 473
2023-02-07 2022-12-31 13F-HR 322 443
2022-11-14 2022-09-30 13F-HR 309 431,148
2022-08-18 2022-06-30 13F-HR/A 1 R 319 444,223
2022-08-16 2022-06-30 13F-HR 319 430,588
2022-05-04 2022-03-31 13F-HR 351 521,567
2022-02-07 2021-12-31 13F-HR 322 521,096
2021-11-10 2021-09-30 13F-HR 368 532,446
2021-08-16 2021-06-30 13F-HR/A 2 R 317 465,713
2021-08-06 2021-06-30 13F-HR 251 424,410
2021-05-12 2021-03-31 13F-HR 305 460,035
2021-01-29 2020-12-31 13F-HR 286 431,546
2020-12-14 2020-09-30 13F-HR/A 1 R 267 343,058
2020-11-13 2020-09-30 13F-HR 260 367,124
2020-08-13 2020-06-30 13F-HR 273 339,087
2020-06-01 2020-03-31 13F-HR 220 253,987
2020-02-13 2019-12-31 13F-HR 233 317,199
2019-11-08 2019-09-30 13F-HR 129 108,060
2019-10-15 2019-06-30 13F-HR 218 290,780
2019-10-15 2019-03-31 13F-HR 192 254,450
2019-02-06 2018-12-31 13F-HR 93 189,105
2018-11-07 2018-09-30 13F-HR 177 253,947
2018-08-08 2018-06-30 13F-HR 141 232,305
2018-05-04 2018-03-31 13F-HR 114 199,634
2018-02-13 2017-12-31 13F-HR 114 217,381
2017-11-13 2017-09-30 13F-HR 222 236,974
2017-08-11 2017-06-30 13F-HR 186 202,768
2017-05-12 2017-03-31 13F-HR 211 229,357
2017-02-08 2016-12-31 13F-HR 172 197,937
2016-11-14 2016-09-30 13F-HR 171 201,212
2016-08-12 2016-06-30 13F-HR 158 179,685
2016-05-10 2016-03-31 13F-HR 502 142,286
2016-02-02 2015-12-31 13F-HR 555 144,341
2015-11-12 2015-09-30 13F-HR 615 149,757
2015-08-14 2015-06-30 13F-HR 552 156,809
2015-05-14 2015-03-31 13F-HR 534 152,014
2015-02-27 2014-12-31 13F-HR 504 146,434
2014-11-14 2014-09-30 13F-HR 501 151,323
2014-08-21 2014-06-30 13F-HR 542 165,531
2014-05-15 2014-03-31 13F-HR 491 143,203
2014-02-18 2013-12-31 13F-HR 496 148,557
2013-11-26 2013-09-30 13F-HR 482 115,748