Current Market Value 767,579,577
Current Holdings 52
Most Recent File Date 2025-07-21
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Portfolio Strategies, 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)
2025-07-21 2025-06-30 13F-HR 52 767,580
2025-04-22 2025-03-31 13F-HR 47 645,785
2025-01-28 2024-12-31 13F-HR 40 704,388
2024-11-06 2024-09-30 13F-HR 38 740,366
2024-08-12 2024-06-30 13F-HR 37 733,446
2024-08-12 2024-03-31 13F-HR/A 1 N 38 666,557
2024-05-06 2024-03-31 13F-HR 117 805,029
2024-02-13 2023-12-31 13F-HR 39 601,973
2023-11-13 2023-09-30 13F-HR 45 518,849
2023-08-08 2023-06-30 13F-HR 42 553,408
2023-05-05 2023-03-31 13F-HR 49 513,039
2023-02-10 2022-12-31 13F-HR 41 448,465
2022-10-26 2022-09-30 13F-HR 50 389,223
2022-07-27 2022-06-30 13F-HR 47 428,283
2022-05-03 2022-03-31 13F-HR 46 535,309
2022-01-25 2021-12-31 13F-HR 48 536,134
2021-11-04 2021-09-30 13F-HR 49 499,093
2021-07-28 2021-06-30 13F-HR 53 503,508
2021-04-26 2021-03-31 13F-HR 62 478,329
2021-02-04 2020-12-31 13F-HR 53 511,270
2020-10-26 2020-09-30 13F-HR 47 359,742
2020-07-20 2020-06-30 13F-HR 44 282,843
2020-05-01 2020-03-31 13F-HR 38 173,958
2020-02-03 2019-12-31 13F-HR 54 217,779
2019-10-10 2019-09-30 13F-HR 53 195,265
2019-07-17 2019-06-30 13F-HR 54 151,527
2019-04-24 2019-03-31 13F-HR 59 126,564
2019-02-04 2018-12-31 13F-HR 44 115,046
2018-10-19 2018-09-30 13F-HR 254 171,152
2018-09-25 2018-06-30 13F-HR 250 150,519
2018-09-25 2018-03-31 13F-HR 250 129,767
2018-09-25 2017-12-31 13F-HR 262 145,045