Current Market Value 712,977,000
Current Holdings 541
Most Recent File Date 2014-11-17
Total Filings on Record 9
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Kms Financial Services, 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)
2014-11-17 2014-09-30 13F-HR/A 1 R 541 712,977
2014-11-14 2014-09-30 13F-HR 517 639,017
2014-08-12 2014-06-30 13F-HR 546 698,999
2014-08-08 2014-03-31 13F-HR/A 1 R 532 632,380
2014-05-09 2014-03-31 13F-HR 932 2,020,675
2014-02-10 2013-12-31 13F-HR 527 592,383
2013-10-25 2013-09-30 13F-HR 448 410,742
2013-08-15 2013-06-30 13F-HR/A 1 R 393 357,714
2013-08-06 2013-06-30 13F-HR 393 357,714