Current Market Value 325,065,616
Current Holdings 125
Most Recent File Date 2025-07-09
Total Filings on Record 9
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by PFW Advisors 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-09 2025-06-30 13F-HR 125 325,066
2025-04-14 2025-03-31 13F-HR 121 318,959
2025-01-13 2024-12-31 13F-HR 125 325,119
2024-07-10 2024-06-30 13F-HR 118 314,348
2024-04-11 2024-03-31 13F-HR 123 327,126
2024-01-22 2023-12-31 13F-HR 122 312,943
2023-10-16 2023-09-30 13F-HR 117 283,142
2023-08-14 2023-06-30 13F-HR 119 299,751
2024-10-09 2019-09-30 13F-HR 122 330,657