Current Market Value 830,713,941
Current Holdings 420
Most Recent File Date 2025-08-13
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Continuum Advisory, 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)
2025-08-13 2025-06-30 13F-HR 420 830,714
2025-04-23 2025-03-31 13F-HR 1657 776,401
2025-02-18 2024-12-31 13F-HR 1852 780,012
2024-11-15 2024-09-30 13F-HR 1911 783,217
2024-07-19 2024-06-30 13F-HR 1704 693,777
2024-05-13 2024-03-31 13F-HR 1698 667,931
2024-02-14 2023-12-31 13F-HR 451 702,950
2023-11-13 2023-09-30 13F-HR 449 623,996
2023-12-13 2023-06-30 13F-HR/A 1 R 446 628,681
2023-08-10 2023-06-30 13F-HR 446 628,681
2023-12-13 2023-03-31 13F-HR/A 1 R 422 589,228
2023-05-12 2023-03-31 13F-HR 422 589,228
2023-12-13 2022-12-31 13F-HR/A 1 R 410 554,216
2023-02-10 2022-12-31 13F-HR 410 554,216
2023-12-13 2022-09-30 13F-HR/A 1 R 404 566,993
2022-11-08 2022-09-30 13F-HR 404 566,993
2023-12-13 2022-06-30 13F-HR/A 1 R 402 549,841
2022-08-15 2022-06-30 13F-HR 402 549,841
2023-12-13 2022-03-31 13F-HR/A 1 R 375 526,695
2022-05-17 2022-03-31 13F-HR 375 526,695
2023-12-13 2021-12-31 13F-HR/A 1 R 302 444,569
2022-02-14 2021-12-31 13F-HR 302 444,569
2023-12-13 2021-09-30 13F-HR/A 1 R 294 373,194
2021-11-08 2021-09-30 13F-HR 294 373,194
2023-12-13 2021-06-30 13F-HR/A 1 R 269 321,716
2021-08-17 2021-06-30 13F-HR 269 321,716
2021-05-14 2021-03-31 13F-HR 172 240,084
2021-05-17 2020-12-31 13F-HR 155 219,764
2021-05-17 2020-09-30 13F-HR 150 182,736
2021-05-18 2020-06-30 13F-HR 146 159,435
2021-05-18 2020-03-31 13F-HR 137 148,505
2021-05-17 2019-12-31 13F-HR 140 172,055
2021-05-18 2019-09-30 13F-HR 129 149,447
2021-05-18 2019-06-30 13F-HR 134 145,662
2021-05-18 2019-03-31 13F-HR 128 133,806
2021-05-18 2018-12-31 13F-HR 157 136,120
2021-05-18 2018-09-30 13F-HR 156 150,378
2021-05-18 2018-06-30 13F-HR 146 136,522
2021-05-18 2018-03-31 13F-HR 136 119,441
2021-05-18 2017-12-31 13F-HR 168 130,494
2021-05-18 2017-09-30 13F-HR 151 114,092
2021-05-18 2017-06-30 13F-HR 141 100,765
2021-05-18 2017-03-31 13F-HR 114 83,302