Current Market Value 295,131,804
Current Holdings 135
Most Recent File Date 2025-07-16
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Colton Groome Financial Advisors, 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 135 295,132
2025-05-15 2025-03-31 13F-HR 123 257,687
2025-01-23 2024-12-31 13F-HR 119 261,624
2024-10-24 2024-09-30 13F-HR 126 267,332
2024-07-24 2024-06-30 13F-HR 123 253,661
2024-04-18 2024-03-31 13F-HR 118 248,798
2024-01-31 2023-12-31 13F-HR 122 229,190
2023-10-23 2023-09-30 13F-HR 108 199,721
2023-07-27 2023-06-30 13F-HR 118 213,341
2023-04-17 2023-03-31 13F-HR 121 209,699
2023-01-25 2022-12-31 13F-HR 122 203,932
2022-10-20 2022-09-30 13F-HR 114 196,126
2022-07-26 2022-06-30 13F-HR 107 199,998
2022-04-18 2022-03-31 13F-HR 108 216,213
2022-01-19 2021-12-31 13F-HR 109 246,056
2021-10-18 2021-09-30 13F-HR 101 229,880
2021-07-21 2021-06-30 13F-HR 99 218,365
2021-04-21 2021-03-31 13F-HR 68 179,009
2021-01-19 2020-12-31 13F-HR 61 155,153
2020-10-23 2020-09-30 13F-HR 55 142,465
2020-07-14 2020-06-30 13F-HR 55 137,529
2020-04-13 2020-03-31 13F-HR 60 120,874
2020-01-21 2019-12-31 13F-HR 58 139,548
2019-11-12 2019-09-30 13F-HR 59 135,329
2019-07-19 2019-06-30 13F-HR 48 124,791