Current Market Value 366,592,276
Current Holdings 317
Most Recent File Date 2025-07-15
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by World Equity 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)
2025-07-15 2025-06-30 13F-HR 317 366,592
2025-04-22 2025-03-31 13F-HR 300 350,037
2025-02-04 2024-12-31 13F-HR 358 466,426
2024-10-30 2024-09-30 13F-HR 256 276,864
2024-07-18 2024-06-30 13F-HR 268 335,033
2024-07-18 2024-03-31 13F-HR 308 486,833
2024-07-22 2023-12-31 13F-HR 328 498,531
2024-07-22 2023-09-30 13F-HR 334 481,161
2024-08-26 2023-06-30 13F-HR 317 339,471
2024-08-26 2023-03-31 13F-HR 509 669,717
2024-09-06 2022-12-31 13F-HR 328 421,344
2024-09-06 2022-09-30 13F-HR 319 395,385
2024-09-06 2022-06-30 13F-HR 332 397,996
2024-09-06 2022-03-31 13F-HR 357 463,770