Current Market Value 213,268,000
Current Holdings 103
Most Recent File Date 2018-11-14
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lehman Financial Resources, 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)
2018-11-14 2018-09-30 13F-HR 103 213,268
2018-08-14 2018-06-30 13F-HR 87 198,385
2018-04-25 2018-03-31 13F-HR 81 195,214
2018-02-09 2017-12-31 13F-HR 80 192,509
2017-11-06 2017-09-30 13F-HR 68 196,649
2017-08-11 2017-06-30 13F-HR 62 177,662
2017-05-15 2017-03-31 13F-HR 62 180,839
2017-02-06 2016-12-31 13F-HR 60 175,487
2016-10-31 2016-09-30 13F-HR 56 172,983
2016-08-11 2016-06-30 13F-HR 60 199,230
2016-05-04 2016-03-31 13F-HR 61 187,374
2016-02-17 2015-12-31 13F-HR 59 185,569
2015-11-10 2015-09-30 13F-HR 490 196,409
2015-07-31 2015-06-30 13F-HR 456 206,469
2015-04-30 2015-03-31 13F-HR 434 217,616
2015-04-30 2014-12-31 13F-HR/A 1 R 414 203,736
2015-02-03 2014-12-31 13F-HR 0 0
2014-11-12 2014-09-30 13F-HR 434 191,645
2014-08-08 2014-06-30 13F-HR 408 209,898
2014-05-15 2014-03-31 13F-HR 413 193,350
2014-02-11 2013-12-31 13F-HR 401 161,820
2013-12-18 2013-09-30 13F-HR 391 155,986
2013-12-18 2013-06-30 13F-HR 365 147,764
2013-12-18 2013-03-31 13F-HR 370 139,809
2013-12-18 2012-12-31 13F-HR 342 113,910