Current Market Value 152,748,000
Current Holdings 122
Most Recent File Date 2022-07-22
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Loveless Wealth Management 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)
2022-07-22 2022-06-30 13F-HR 122 152,748
2022-05-11 2022-03-31 13F-HR 129 177,027
2022-02-14 2021-12-31 13F-HR 130 182,132
2021-11-12 2021-09-30 13F-HR 129 164,330
2021-07-28 2021-06-30 13F-HR 124 164,423
2021-05-03 2021-03-31 13F-HR 119 151,476
2021-01-27 2020-12-31 13F-HR 116 135,620
2020-10-14 2020-09-30 13F-HR 113 118,554
2020-08-10 2020-06-30 13F-HR 113 107,320
2020-04-20 2020-03-31 13F-HR 96 84,884
2020-01-23 2019-12-31 13F-HR 116 115,963