Current Market Value 492,291,405
Current Holdings 104
Most Recent File Date 2025-07-10
Total Filings on Record 45
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Affiance Financial, 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)
2025-07-10 2025-06-30 13F-HR 104 492,291
2025-04-09 2025-03-31 13F-HR 102 429,533
2025-01-21 2024-12-31 13F-HR 104 418,451
2024-10-11 2024-09-30 13F-HR 100 412,353
2024-08-01 2024-06-30 13F-HR 97 383,204
2024-04-15 2024-03-31 13F-HR 97 369,119
2024-01-10 2023-12-31 13F-HR 97 343,507
2023-10-11 2023-09-30 13F-HR 92 196,895
2023-07-12 2023-06-30 13F-HR 99 205,226
2023-04-18 2023-03-31 13F-HR 94 188,970
2023-01-20 2022-12-31 13F-HR 436 246,728
2022-10-27 2022-09-30 13F-HR 136 177,454
2022-07-14 2022-06-30 13F-HR 124 185,463
2022-04-19 2022-03-31 13F-HR/A 1 R 133 205,719
2022-04-12 2022-03-31 13F-HR 133 205,719
2022-02-01 2021-12-31 13F-HR 146 239,591
2021-10-12 2021-09-30 13F-HR 155 229,949
2021-07-14 2021-06-30 13F-HR 159 235,856
2021-04-21 2021-03-31 13F-HR 153 224,308
2021-01-25 2020-12-31 13F-HR 134 191,889
2020-10-13 2020-09-30 13F-HR 136 173,131
2020-07-13 2020-06-30 13F-HR 130 183,951
2020-04-14 2020-03-31 13F-HR 135 145,059
2020-01-16 2019-12-31 13F-HR 141 181,304
2019-10-10 2019-09-30 13F-HR 94 164,735
2019-07-11 2019-06-30 13F-HR 92 163,557
2019-04-15 2019-03-31 13F-HR 91 158,849
2019-01-11 2018-12-31 13F-HR 92 151,359
2018-10-15 2018-09-30 13F-HR 89 151,694
2018-07-16 2018-06-30 13F-HR 89 130,778
2018-04-17 2018-03-31 13F-HR 77 113,181
2018-01-19 2017-12-31 13F-HR/A 1 R 79 135,097
2018-01-16 2017-12-31 13F-HR 79 135,097
2017-12-08 2017-09-30 13F-HR 76 124,178
2017-12-08 2017-06-30 13F-HR 74 125,531
2017-12-08 2017-03-31 13F-HR 81 129,317
2017-12-08 2016-12-31 13F-HR 86 124,742
2017-12-08 2016-09-30 13F-HR 85 123,028
2017-12-08 2016-06-30 13F-HR 88 118,238
2017-12-08 2016-03-31 13F-HR 90 104,390
2017-12-11 2015-12-31 13F-HR 88 97,370
2017-12-08 2015-09-30 13F-HR 83 79,801
2017-12-08 2015-06-30 13F-HR 89 78,472
2017-12-08 2015-03-31 13F-HR 86 65,772
2017-12-08 2014-12-31 13F-HR 73 56,935