Current Market Value 110,619,039
Current Holdings 53
Most Recent File Date 2025-07-22
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by DBK Financial Counsel, 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)
2025-07-22 2025-06-30 13F-HR 53 110,619
2025-04-10 2025-03-31 13F-HR 50 99,766
2025-01-13 2024-12-31 13F-HR 51 99,258
2024-10-02 2024-09-30 13F-HR 48 98,962
2024-07-10 2024-06-30 13F-HR 49 91,780
2024-04-15 2024-03-31 13F-HR 49 95,351
2024-01-09 2023-12-31 13F-HR 45 87,104
2023-10-10 2023-09-30 13F-HR 43 75,992
2023-07-25 2023-06-30 13F-HR 42 74,337
2023-04-06 2023-03-31 13F-HR 41 72,010
2023-01-17 2022-12-31 13F-HR 40 63
2022-10-06 2022-09-30 13F-HR 40 57,881
2022-07-11 2022-06-30 13F-HR 41 61,649
2022-04-12 2022-03-31 13F-HR 34 67,758
2022-01-20 2021-12-31 13F-HR 37 70,143