Current Market Value 273,777,782
Current Holdings 127
Most Recent File Date 2025-07-22
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Insights, 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)
2025-07-22 2025-06-30 13F-HR 127 273,778
2025-04-25 2025-03-31 13F-HR 111 251,233
2025-03-05 2024-12-31 13F-HR 110 269,393
2024-10-22 2024-09-30 13F-HR 145 316,676
2024-07-16 2024-06-30 13F-HR 155 359,930
2024-04-25 2024-03-31 13F-HR 159 358,509
2024-01-25 2023-12-31 13F-HR 154 319,747
2023-12-07 2023-09-30 13F-HR 147 280,029
2024-01-25 2023-06-30 13F-HR 152 272,266
2023-04-18 2023-03-31 13F-HR 160 245,641
2023-02-10 2022-12-31 13F-HR 145 211,182
2022-10-27 2022-09-30 13F-HR 123 148,609
2022-08-03 2022-06-30 13F-HR 82 98,535
2022-05-11 2022-03-31 13F-HR 84 108,828
2022-02-09 2021-12-31 13F-HR 86 115,888
2021-11-12 2021-09-30 13F-HR 79 108,720
2021-08-12 2021-06-30 13F-HR 228 1,207,577
2021-05-12 2021-03-31 13F-HR 80 135,431
2021-02-05 2020-12-31 13F-HR 79 129,065
2020-11-16 2020-09-30 13F-HR 74 117,481
2020-08-20 2020-06-30 13F-HR 85 112,621
2020-04-28 2020-03-31 13F-HR 70 94,906
2020-02-07 2019-12-31 13F-HR 80 114,035
2019-10-31 2019-09-30 13F-HR 69 104,395
2019-08-20 2019-06-30 13F-HR 63 98,527
2019-05-23 2019-03-31 13F-HR 61 95,953
2019-03-08 2018-12-31 13F-HR 58 89,568