Current Market Value 133,818
Current Holdings 601
Most Recent File Date 2025-01-15
Total Filings on Record 12
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Householder Group Estate & Retirement Specialist, 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)
2025-01-15 2024-12-31 13F-HR 601 134
2024-10-18 2024-09-30 13F-HR 1280 343
2024-07-17 2024-06-30 13F-HR 1177 356
2024-05-03 2024-03-31 13F-HR 1272 336,101
2024-01-23 2023-12-31 13F-HR 1273 304
2023-10-10 2023-09-30 13F-HR 1301 277,459
2023-04-13 2023-03-31 13F-HR 1310 261
2023-01-19 2022-12-31 13F-HR 437 67
2022-10-11 2022-09-30 13F-HR 1225 242,670
2022-07-18 2022-06-30 13F-HR 190 223,885
2022-04-18 2022-03-31 13F-HR 191 248,080
2022-04-12 2021-12-31 13F-HR 194 268,443