Current Market Value 223,217,025
Current Holdings 63
Most Recent File Date 2025-07-11
Total Filings on Record 47
SEC Form 13F Filing History

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

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-11 2025-06-30 13F-HR 63 223,217
2025-04-14 2025-03-31 13F-HR 71 209,824
2025-01-23 2024-12-31 13F-HR 71 198,802
2024-10-03 2024-09-30 13F-HR 73 205,147
2024-07-09 2024-06-30 13F-HR 77 194,894
2024-04-09 2024-03-31 13F-HR 73 196,945
2024-04-23 2023-12-31 13F-HR/A 1 R 60 183,339
2024-01-18 2023-12-31 13F-HR 60 183,339
2024-04-23 2023-09-30 13F-HR/A 1 R 56 179,189
2023-10-25 2023-09-30 13F-HR 56 179,189
2024-04-23 2023-06-30 13F-HR/A 1 R 64 182,389
2023-07-07 2023-06-30 13F-HR 64 182,389
2024-04-23 2023-03-31 13F-HR/A 1 R 69 181,413
2023-04-24 2023-03-31 13F-HR 69 181,413
2023-01-23 2022-12-31 13F-HR 69 179,362
2022-10-11 2022-09-30 13F-HR 61 162,989
2022-07-07 2022-06-30 13F-HR 53 160,936
2022-04-14 2022-03-31 13F-HR 52 181,081
2022-01-19 2021-12-31 13F-HR 54 189,463
2021-10-05 2021-09-30 13F-HR 54 178,766
2021-07-09 2021-06-30 13F-HR 58 181,839
2021-04-08 2021-03-31 13F-HR 62 185,676
2021-01-07 2020-12-31 13F-HR 68 164,097
2020-10-07 2020-09-30 13F-HR 57 147,416
2020-07-07 2020-06-30 13F-HR 54 137,031
2020-04-03 2020-03-31 13F-HR 60 135,038
2020-01-15 2019-12-31 13F-HR 64 146,082
2019-10-18 2019-09-30 13F-HR 48 140,207
2019-07-03 2019-06-30 13F-HR 52 117,152
2019-04-03 2019-03-31 13F-HR 52 114,666
2019-01-10 2018-12-31 13F-HR 54 109,984
2018-10-03 2018-09-30 13F-HR 56 110,788
2018-08-01 2018-06-30 13F-HR 65 105,208
2018-04-11 2018-03-31 13F-HR 61 97,728
2018-01-09 2017-12-31 13F-HR 62 107,688
2017-10-19 2017-09-30 13F-HR 61 103,664
2017-07-10 2017-06-30 13F-HR 70 124,752
2017-04-04 2017-03-31 13F-HR 48 120,391
2017-01-23 2016-12-31 13F-HR 48 111,997
2016-10-06 2016-09-30 13F-HR 45 109,876
2016-07-05 2016-06-30 13F-HR 45 109,202
2016-04-08 2016-03-31 13F-HR 51 106,944
2016-01-12 2015-12-31 13F-HR 47 98,584
2016-08-04 2015-09-30 13F-HR 48 102,513
2016-08-25 2015-06-30 13F-HR 50 97,334
2016-04-18 2015-03-31 13F-HR 56 104,115
2016-09-09 2014-12-31 13F-HR 44 103,958