Current Market Value 173,888,205
Current Holdings 87
Most Recent File Date 2025-08-14
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by DHK 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)
2025-08-14 2025-06-30 13F-HR 87 173,888
2025-04-11 2025-03-31 13F-HR 90 182,320
2025-01-22 2024-12-31 13F-HR 89 164,798
2024-10-24 2024-09-30 13F-HR 83 163,127
2024-08-09 2024-06-30 13F-HR 75 143,265
2024-05-10 2024-03-31 13F-HR 72 141,202
2024-01-29 2023-12-31 13F-HR 68 133,333
2023-11-01 2023-09-30 13F-HR 63 112,243
2023-07-19 2023-06-30 13F-HR 62 117,506
2023-05-12 2023-03-31 13F-HR 41 80,483
2023-01-31 2022-12-31 13F-HR 33 71,950
2022-11-08 2022-09-30 13F-HR 32 60,923
2022-08-15 2022-06-30 13F-HR 41 104,548
2022-04-13 2022-03-31 13F-HR 39 118,477
2022-04-13 2021-12-31 13F-HR 37 106,202