Current Market Value 407,193,248
Current Holdings 336
Most Recent File Date 2025-08-11
Total Filings on Record 13
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Ritter Daniher Financial Advisory LLC / DE . 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)
2025-08-11 2025-06-30 13F-HR 336 407,193
2025-05-09 2025-03-31 13F-HR 310 366,635
2025-02-13 2024-12-31 13F-HR 312 354,200
2024-11-07 2024-09-30 13F-HR 317 344,077
2024-08-12 2024-06-30 13F-HR 309 313,781
2024-05-13 2024-03-31 13F-HR 302 302,166
2024-02-09 2023-12-31 13F-HR 347 269,652
2023-11-09 2023-09-30 13F-HR 354 236,826
2023-08-10 2023-06-30 13F-HR 331 241,452
2023-05-11 2023-03-31 13F-HR 297 227,550
2023-02-10 2022-12-31 13F-HR 297 210,048
2022-11-09 2022-09-30 13F-HR 245 139,643
2022-08-11 2022-06-30 13F-HR 243 140,627