Current Market Value 456,146,893
Current Holdings 55
Most Recent File Date 2024-08-08
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by TMD 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)
2024-08-08 2024-06-30 13F-HR 55 456,147
2024-05-14 2024-03-31 13F-HR 56 428,954
2024-02-13 2023-12-31 13F-HR 57 383,709
2023-11-13 2023-09-30 13F-HR 56 350,672
2023-08-08 2023-06-30 13F-HR 52 383,668
2023-05-05 2023-03-31 13F-HR 48 354,199
2023-02-06 2022-12-31 13F-HR 42 224,687
2022-11-09 2022-09-30 13F-HR 42 222,343
2022-08-08 2022-06-30 13F-HR 40 238,754
2022-05-02 2022-03-31 13F-HR 46 259,930
2022-01-24 2021-12-31 13F-HR 50 268,618
2021-11-03 2021-09-30 13F-HR 43 238,851
2021-08-10 2021-06-30 13F-HR 39 229,196
2021-04-22 2021-03-31 13F-HR 40 210,460
2021-02-09 2020-12-31 13F-HR 37 178,419