Current Market Value 148,937,595
Current Holdings 54
Most Recent File Date 2025-07-23
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RiverTree Advisors, 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)
2025-07-23 2025-06-30 13F-HR 54 148,938
2025-04-17 2025-03-31 13F-HR 55 149,412
2025-01-16 2024-12-31 13F-HR 46 152,217
2024-10-22 2024-09-30 13F-HR 34 147,458
2024-07-23 2024-06-30 13F-HR 31 146,317
2024-04-16 2024-03-31 13F-HR 28 148,938
2024-01-25 2023-12-31 13F-HR 29 147,078
2023-10-13 2023-09-30 13F-HR 22 134,404
2023-08-08 2023-06-30 13F-HR 27 138,883
2023-05-15 2023-03-31 13F-HR 38 138,940
2023-02-03 2022-12-31 13F-HR 33 121,814
2022-10-14 2022-09-30 13F-HR 30 122,173
2022-08-12 2022-06-30 13F-HR 33 128,461
2022-04-25 2022-03-31 13F-HR 31 148,549
2022-01-18 2021-12-31 13F-HR 39 156,191
2021-10-28 2021-09-30 13F-HR 39 146,509
2021-08-10 2021-06-30 13F-HR 35 147,777
2021-08-10 2021-03-31 13F-HR 37 142,687
2021-08-10 2020-12-31 13F-HR 31 125,098