Current Market Value 128,108,575
Current Holdings 61
Most Recent File Date 2025-07-21
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Pacific Financial Group 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)
2025-07-21 2025-06-30 13F-HR 61 128,109
2025-04-23 2025-03-31 13F-HR 55 123,910
2025-02-14 2024-12-31 13F-HR 58 134,783
2024-11-13 2024-09-30 13F-HR 55 136,360
2024-08-02 2024-06-30 13F-HR 57 141,118
2024-05-09 2024-03-31 13F-HR 58 144,962
2024-02-14 2023-12-31 13F-HR 56 134,267
2023-11-09 2023-09-30 13F-HR 58 153,391
2023-08-11 2023-06-30 13F-HR 57 152,500
2023-05-17 2023-03-31 13F-HR 53 132,699
2023-02-15 2022-12-31 13F-HR 53 133,308
2022-10-11 2022-09-30 13F-HR 51 111,533
2022-07-13 2022-06-30 13F-HR 59 134,739
2022-04-22 2022-03-31 13F-HR 62 153,628
2022-01-18 2021-12-31 13F-HR 62 152,368
2021-10-19 2021-09-30 13F-HR 66 140,152
2021-07-22 2021-06-30 13F-HR 67 144,741
2021-04-20 2021-03-31 13F-HR 59 123,893
2021-01-12 2020-12-31 13F-HR 55 113,216
2020-11-09 2020-09-30 13F-HR 134 127,267
2020-07-06 2020-06-30 13F-HR 50 96,040
2020-04-08 2020-03-31 13F-HR 50 96,930
2020-01-07 2019-12-31 13F-HR 80 1,014,466
2019-10-03 2019-09-30 13F-HR 83 921,615
2019-07-08 2019-06-30 13F-HR 82 827,797
2019-05-14 2019-03-31 13F-HR 70 820,300
2019-02-12 2018-12-31 13F-HR 57 630,402
2016-07-27 2016-06-30 13F-HR 59 55,883
2016-01-22 2015-12-31 13F-HR 61 53,749
2015-10-26 2015-09-30 13F-HR 65 76,321
2015-07-20 2015-06-30 13F-HR 51 87,989
2015-04-27 2015-03-31 13F-HR 48 76,823
2015-01-28 2014-12-31 13F-HR 0 0
2014-10-23 2014-09-30 13F-HR 40 97,533
2014-07-28 2014-06-30 13F-HR 48 63,027
2014-04-24 2014-03-31 13F-HR 56 239,949
2014-02-05 2013-12-31 13F-HR/A 1 R 52 51,969
2014-02-04 2013-12-31 13F-HR 52 51,969
2013-10-29 2013-09-30 13F-HR 49 141,732
2013-07-22 2013-06-30 13F-HR 46 45,765