Current Market Value 420,769,656
Current Holdings 128
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 JSF Financial, 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 128 420,770
2025-05-07 2025-03-31 13F-HR 121 379,071
2025-01-29 2024-12-31 13F-HR 122 374,008
2024-11-12 2024-09-30 13F-HR 116 342,853
2024-08-14 2024-06-30 13F-HR 110 326,383
2024-05-13 2024-03-31 13F-HR 108 319,407
2024-02-14 2023-12-31 13F-HR 108 288,341
2023-11-08 2023-09-30 13F-HR 101 258,177
2023-08-02 2023-06-30 13F-HR 105 282,647
2023-05-12 2023-03-31 13F-HR 113 267,643
2023-02-10 2022-12-31 13F-HR 111 267,572
2022-11-10 2022-09-30 13F-HR 101 263,465
2022-07-28 2022-06-30 13F-HR 97 220,725
2022-05-12 2022-03-31 13F-HR 113 234,993
2022-02-10 2021-12-31 13F-HR 113 205,540
2021-11-12 2021-09-30 13F-HR 107 201,898
2021-08-12 2021-06-30 13F-HR 101 169,699
2021-05-04 2021-03-31 13F-HR 96 159,296
2021-02-04 2020-12-31 13F-HR 93 143,129
2020-11-12 2020-09-30 13F-HR 76 127,347
2020-07-31 2020-06-30 13F-HR 63 115,568
2020-04-29 2020-03-31 13F-HR 59 98,550
2020-02-12 2019-12-31 13F-HR 69 101,113
2020-02-27 2019-09-30 13F-HR 62 91,891
2020-02-27 2019-06-30 13F-HR 63 92,055
2020-02-27 2019-03-31 13F-HR 59 90,514
2020-02-27 2018-12-31 13F-HR 57 97,647