Current Market Value 351,154,465
Current Holdings 71
Most Recent File Date 2025-07-08
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Prism 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 71 351,154
2025-05-01 2025-03-31 13F-HR 62 325,092
2025-01-22 2024-12-31 13F-HR 60 333,679
2024-10-15 2024-09-30 13F-HR 67 349,637
2024-07-10 2024-06-30 13F-HR 64 329,792
2024-04-05 2024-03-31 13F-HR 59 333,040
2024-02-01 2023-12-31 13F-HR 65 310,464
2023-11-09 2023-09-30 13F-HR 57 285,531
2023-08-10 2023-06-30 13F-HR 52 297,424
2023-05-15 2023-03-31 13F-HR 51 288,211
2023-01-31 2022-12-31 13F-HR 48 272,903
2022-10-12 2022-09-30 13F-HR 53 248,037
2022-07-11 2022-06-30 13F-HR 50 263,789
2022-04-25 2022-03-31 13F-HR 54 298,560
2022-02-11 2021-12-31 13F-HR 55 305,862
2021-10-26 2021-09-30 13F-HR 52 280,582
2021-07-14 2021-06-30 13F-HR 55 287,615
2021-04-15 2021-03-31 13F-HR 51 276,765
2021-02-11 2020-12-31 13F-HR 53 264,542
2020-10-16 2020-09-30 13F-HR 47 237,240
2020-07-20 2020-06-30 13F-HR 48 223,580
2020-04-14 2020-03-31 13F-HR 58 155,055
2020-01-23 2019-12-31 13F-HR 64 197,582
2019-10-30 2019-09-30 13F-HR 59 178,664
2019-08-06 2019-06-30 13F-HR 58 175,719
2019-05-06 2019-03-31 13F-HR 56 174,206
2019-01-22 2018-12-31 13F-HR 53 157,522
2018-10-25 2018-09-30 13F-HR 54 171,931
2018-07-13 2018-06-30 13F-HR 56 187,973
2018-06-05 2018-03-31 13F-HR/A 1 R 53 177,403
2018-05-09 2018-03-31 13F-HR 53 174,588
2018-02-12 2017-12-31 13F-HR 53 181,360