Putney Financial Group LLC

Business address
100 Smith Ranch Road, Suite 110, Suite 110, San Rafael, CA, 94903
Top securities (13F)
AAPL, GOOGL, AMZN, MSFT, NVDA, MA, SHOP, CPRT, TSM, ANET, V, BRKB, GE, IBM, CRWD, COST, NET, TREX, TTD, and LLY
State of incorporation
CA
Fiscal year end
31 December
Putney Financial Group LLC has filed 5 SEC EDGAR filings since 21 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-25400
13F-HR/A Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-25400
13F-HR Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-25400
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-25400
13F-HR Open Document Open Filing 21 Feb 2025 31 Dec 2024 028-25400