Current Market Value 205,140,114
Current Holdings 87
Most Recent File Date 2025-07-29
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Interactive Financial Advisors . 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-29 2025-06-30 13F-HR 87 205,140
2025-04-29 2025-03-31 13F-HR 84 189,315
2025-02-06 2024-12-31 13F-HR 86 190,816
2024-10-30 2024-09-30 13F-HR 89 194,288
2024-08-02 2024-06-30 13F-HR 86 181,479
2024-05-03 2024-03-31 13F-HR 85 180,901
2024-02-05 2023-12-31 13F-HR 82 186,621
2023-10-26 2023-09-30 13F-HR 84 148,321
2023-08-01 2023-06-30 13F-HR 80 147,197
2023-04-27 2023-03-31 13F-HR 80 155,969
2023-02-08 2022-12-31 13F-HR 167 166,851
2022-11-14 2022-09-30 13F-HR 168 172,236
2022-08-10 2022-06-30 13F-HR 157 198,984
2022-05-09 2022-03-31 13F-HR 163 213,623
2022-02-11 2021-12-31 13F-HR 168 262,120
2021-11-09 2021-09-30 13F-HR 169 228,923
2021-07-30 2021-06-30 13F-HR 169 245,794
2021-05-11 2021-03-31 13F-HR 162 238,465
2021-01-21 2020-12-31 13F-HR 162 219,787
2020-10-29 2020-09-30 13F-HR 148 201,333
2020-07-27 2020-06-30 13F-HR 137 202,994
2020-05-05 2020-03-31 13F-HR 108 113,278
2020-01-27 2019-12-31 13F-HR 142 221,917
2019-10-24 2019-09-30 13F-HR 123 217,455
2019-07-17 2019-06-30 13F-HR 138 218,018
2019-06-11 2019-03-31 13F-HR/A 1 R 121 207,607
2019-05-06 2019-03-31 13F-HR 121 207,607
2019-02-05 2018-12-31 13F-HR 99 192,972
2018-11-15 2018-09-30 13F-HR 121 210,423
2018-07-19 2018-06-30 13F-HR 110 211,459
2018-04-16 2018-03-31 13F-HR 105 209,460
2018-01-22 2017-12-31 13F-HR 111 227,419
2017-10-12 2017-09-30 13F-HR 98 219,340
2017-07-12 2017-06-30 13F-HR 102 212,466
2017-05-01 2017-03-31 13F-HR 100 205,484
2017-01-17 2016-12-31 13F-HR 103 198,593
2016-10-12 2016-09-30 13F-HR 109 199,730
2016-07-14 2016-06-30 13F-HR 93 189,809
2016-04-21 2016-03-31 13F-HR 105 163,033
2016-01-12 2015-12-31 13F-HR 119 172,365
2015-10-16 2015-09-30 13F-HR 111 176,394
2015-07-13 2015-06-30 13F-HR 102 185,263
2015-04-14 2015-03-31 13F-HR 105 186,230
2015-01-26 2014-12-31 13F-HR 0 0
2014-11-14 2014-09-30 13F-HR 88 175,823
2014-12-02 2014-06-30 13F-HR/A 2 R 87 176,882
2014-08-15 2014-06-30 13F-HR/A 1 R 86 176,881
2014-07-30 2014-06-30 13F-HR 86 176,881
2014-04-14 2014-03-31 13F-HR 148 172,312
2014-01-07 2013-12-31 13F-HR 72 169,850
2013-10-15 2013-09-30 13F-HR 70 163,581
2013-07-10 2013-06-30 13F-HR 61 135,816