Current Market Value 690,657
Current Holdings 1691
Most Recent File Date 2025-07-25
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Hemington Wealth Management . 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)
2025-07-25 2025-06-30 13F-HR 1691 691
2025-05-09 2025-03-31 13F-HR 1741 645
2025-01-29 2024-12-31 13F-HR 1792 398
2024-11-13 2024-09-30 13F-HR 1806 371
2024-08-01 2024-06-30 13F-HR 113 297
2024-05-03 2024-03-31 13F-HR 113 276
2024-01-26 2023-12-31 13F-HR 109 259
2023-10-20 2023-09-30 13F-HR 90 210
2023-08-07 2023-06-30 13F-HR 103 247
2023-05-08 2023-03-31 13F-HR 101 248
2023-01-30 2022-12-31 13F-HR 99 233
2022-11-01 2022-09-30 13F-HR 94 229,104
2022-07-22 2022-06-30 13F-HR 101 252,078
2022-05-04 2022-03-31 13F-HR 107 297,624
2022-01-13 2021-12-31 13F-HR 81 215,886
2021-10-06 2021-09-30 13F-HR 98 271,586
2021-07-09 2021-06-30 13F-HR 89 234,666
2021-04-12 2021-03-31 13F-HR 89 235,549
2021-02-01 2020-12-31 13F-HR 81 215,886