Current Market Value 157,568,026
Current Holdings 141
Most Recent File Date 2025-08-01
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Petra Financial Advisors 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)
2025-08-01 2025-06-30 13F-HR 141 157,568
2025-04-22 2025-03-31 13F-HR 122 121,989
2025-02-10 2024-12-31 13F-HR 141 146,994
2024-10-28 2024-09-30 13F-HR 137 151,557
2024-07-18 2024-06-30 13F-HR 124 139,035
2024-04-23 2024-03-31 13F-HR 125 136,213
2024-01-29 2023-12-31 13F-HR 114 119,789
2023-11-01 2023-09-30 13F-HR 124 119,913
2023-07-26 2023-06-30 13F-HR 107 112,037
2023-04-20 2023-03-31 13F-HR 82 101,025
2023-04-10 2022-12-31 13F-HR 95 90,879