Current Market Value 1,111,142
Current Holdings 97
Most Recent File Date 2025-01-30
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Campbell 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)
2025-01-30 2024-12-31 13F-HR 97 1,111
2024-10-28 2024-09-30 13F-HR 70 1,123
2024-08-07 2024-06-30 13F-HR 50 310
2024-05-09 2024-03-31 13F-HR 92 1,006
2024-02-08 2023-12-31 13F-HR 62 843
2023-11-13 2023-09-30 13F-HR 75 821
2023-07-31 2023-06-30 13F-HR/A 1 N 76 778
2023-07-27 2023-06-30 13F-HR 36 333
2023-05-08 2023-03-31 13F-HR 73 798
2023-01-10 2022-12-31 13F-HR 74 718
2022-10-11 2022-09-30 13F-HR 73 691,999
2022-08-02 2022-06-30 13F-HR 56 714,091
2022-05-18 2022-03-31 13F-HR 76 822,101
2022-01-27 2021-12-31 13F-HR 79 874,719
2022-12-22 2021-09-30 13F-HR/A 1 R 77 746,782
2021-10-25 2021-09-30 13F-HR 32 162,036
2021-07-21 2021-06-30 13F-HR 69 738,907
2021-04-30 2021-03-31 13F-HR 69 728,972
2021-01-19 2020-12-31 13F-HR 65 685,500
2020-11-02 2020-09-30 13F-HR 60 611,482
2020-07-23 2020-06-30 13F-HR 379 574,087
2020-04-17 2020-03-31 13F-HR 49 458,443
2020-01-15 2019-12-31 13F-HR 66 497,810
2019-10-07 2019-09-30 13F-HR 64 449,986
2019-08-09 2019-06-30 13F-HR 61 416,605
2019-05-13 2019-03-31 13F-HR 57 376,095
2019-02-14 2018-12-31 13F-HR 50 324,010