Current Market Value 433,176,312
Current Holdings 120
Most Recent File Date 2025-07-31
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Mason & Associates 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)
2025-07-31 2025-06-30 13F-HR 120 433,176
2025-04-17 2025-03-31 13F-HR 113 402,387
2025-01-14 2024-12-31 13F-HR 105 425,021
2024-10-23 2024-09-30 13F-HR 109 400,848
2024-07-19 2024-06-30 13F-HR 107 375,937
2024-04-23 2024-03-31 13F-HR 112 374,869
2024-01-17 2023-12-31 13F-HR 81 340,225
2023-10-20 2023-09-30 13F-HR 83 312,480
2023-07-21 2023-06-30 13F-HR 90 338,846
2023-04-21 2023-03-31 13F-HR 84 326,909
2023-01-13 2022-12-31 13F-HR 81 313,274
2022-10-20 2022-09-30 13F-HR 81 282,350
2022-07-26 2022-06-30 13F-HR 86 284,650
2022-04-19 2022-03-31 13F-HR 108 327,278
2022-03-18 2021-12-31 13F-HR 97 329,230