Current Market Value 146,481,251
Current Holdings 118
Most Recent File Date 2025-07-08
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Braun-Bostich & Associates 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)
2025-07-08 2025-06-30 13F-HR 118 146,481
2025-04-15 2025-03-31 13F-HR 111 135,143
2025-01-17 2024-12-31 13F-HR 108 138,764
2024-10-15 2024-09-30 13F-HR 113 143,468
2024-08-13 2024-06-30 13F-HR 110 134,513
2024-04-29 2024-03-31 13F-HR 125 119,448
2024-01-29 2023-12-31 13F-HR 121 110,736
2023-11-01 2023-09-30 13F-HR 53 53,605
2023-07-25 2023-06-30 13F-HR 76 46,698
2023-05-02 2023-03-31 13F-HR 67 42,264
2023-02-09 2022-12-31 13F-HR 58 34,637
2022-11-14 2022-09-30 13F-HR 56 32,684
2022-08-16 2022-06-30 13F-HR 64 38,488
2022-05-13 2022-03-31 13F-HR 68 46,487
2022-02-11 2021-12-31 13F-HR 103 419,588
2021-11-16 2021-09-30 13F-HR 65 53,078
2021-08-12 2021-06-30 13F-HR 64 54,885
2021-05-14 2021-03-31 13F-HR 64 52,027
2021-02-16 2020-12-31 13F-HR 60 49,751
2020-10-09 2020-09-30 13F-HR 214 100,606
2020-08-13 2020-06-30 13F-HR 329 102,443
2020-05-11 2020-03-31 13F-HR 311 78,505
2020-01-29 2019-12-31 13F-HR 323 101,570
2019-11-14 2019-09-30 13F-HR 84 86,036
2019-08-14 2019-06-30 13F-HR 329 95,667
2019-05-09 2019-03-31 13F-HR 327 96,074
2019-02-08 2018-12-31 13F-HR 324 94,274
2018-11-14 2018-09-30 13F-HR 333 103,737
2018-08-10 2018-06-30 13F-HR 315 99,986
2018-05-16 2018-03-31 13F-HR 328 115,460
2018-05-21 2017-12-31 13F-HR 314 118,071