Current Market Value 152,695,492
Current Holdings 30
Most Recent File Date 2025-08-08
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Richmond Brothers, 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)
2025-08-08 2025-06-30 13F-HR 30 152,695
2025-05-02 2025-03-31 13F-HR 31 158,204
2025-02-11 2024-12-31 13F-HR 32 155,987
2024-11-12 2024-09-30 13F-HR 33 162,191
2024-08-12 2024-06-30 13F-HR 22 50,563
2024-05-09 2024-03-31 13F-HR 24 53,954
2024-02-08 2023-12-31 13F-HR 23 57,366
2023-11-03 2023-09-30 13F-HR 24 53,243
2023-08-11 2023-06-30 13F-HR 22 61,757
2023-05-10 2023-03-31 13F-HR 22 59,260
2023-02-08 2022-12-31 13F-HR 21 71,260
2022-11-02 2022-09-30 13F-HR 24 89,810
2022-08-12 2022-06-30 13F-HR 22 97,736
2022-05-05 2022-03-31 13F-HR 22 129,897
2022-02-10 2021-12-31 13F-HR 25 139,211