Current Market Value 132,163,893
Current Holdings 170
Most Recent File Date 2025-07-22
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by IFS Advisors, 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)
2025-07-22 2025-06-30 13F-HR 170 132,164
2025-04-10 2025-03-31 13F-HR 199 123,158
2025-01-15 2024-12-31 13F-HR 188 127,225
2024-10-15 2024-09-30 13F-HR 158 126,279
2024-07-29 2024-06-30 13F-HR 156 118,573
2024-04-04 2024-03-31 13F-HR 153 114,556
2024-01-05 2023-12-31 13F-HR 147 84,157
2023-11-01 2023-09-30 13F-HR 146 53,651
2023-08-02 2023-06-30 13F-HR 153 40,481
2023-05-02 2023-03-31 13F-HR 125 24,488
2023-01-27 2022-12-31 13F-HR 133 57,854
2022-11-03 2022-09-30 13F-HR 127 54,470
2022-07-27 2022-06-30 13F-HR 126 37,577
2022-05-10 2022-03-31 13F-HR 129 106,800
2022-02-16 2021-12-31 13F-HR 140 142,317
2021-11-09 2021-09-30 13F-HR 27 156,054
2021-07-29 2021-06-30 13F-HR 28 148,917
2021-04-28 2021-03-31 13F-HR 24 127,824
2021-01-25 2020-12-31 13F-HR 178 130,620