Current Market Value 312,113,526
Current Holdings 94
Most Recent File Date 2025-08-14
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Valley Forge Investment Consultants Inc Adv . 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)
2025-08-14 2025-06-30 13F-HR 94 312,114
2025-05-08 2025-03-31 13F-HR 85 280,944
2025-02-12 2024-12-31 13F-HR 86 291,241
2024-11-14 2024-09-30 13F-HR 87 286,681
2024-08-09 2024-06-30 13F-HR 83 264,235
2024-04-30 2024-03-31 13F-HR 85 256,372
2024-02-09 2023-12-31 13F-HR 80 224,886
2023-11-09 2023-09-30 13F-HR 80 219,475
2023-08-01 2023-06-30 13F-HR 70 203,270
2023-05-08 2023-03-31 13F-HR 71 193,096
2023-02-14 2022-12-31 13F-HR 76 189,653
2022-11-10 2022-09-30 13F-HR 81 181,993
2022-08-03 2022-06-30 13F-HR 80 200,543
2022-05-06 2022-03-31 13F-HR 85 242,679
2022-02-10 2021-12-31 13F-HR 80 226,078
2021-11-05 2021-09-30 13F-HR/A 1 R 76 186,245
2021-11-05 2021-09-30 13F-HR 77 184,961
2021-08-10 2021-06-30 13F-HR 77 184,961
2021-05-04 2021-03-31 13F-HR 68 146,011
2021-02-04 2020-12-31 13F-HR 65 114,941