13F Filings History of KMS FINANCIAL SERVICES, INC

Latest 13F report
Q4 2025 - 17 Feb 2026
Signature - Title
Eric Westberg - COO/President
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by KMS FINANCIAL SERVICES, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KMS FINANCIAL SERVICES, INC reported 551 stock holdings with total value $709,723,000 as of Q3 2014. Top holdings included VUG, AAPL, BRKB, VYM, and BSV. OSAIC HOLDINGS, INC. is reporting for KMS FINANCIAL SERVICES, INC.

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Holdings Value

OSAIC HOLDINGS, INC. is reporting for KMS FINANCIAL SERVICES, INC:

Name Holdings Value Location File Number
OSAIC HOLDINGS, INC. $68,411,668,846 Scottsdale, AZ 028-20288
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2020 0 $0 13F-NT 12 Nov 2020, 13:17
Q2 2020 0 $0 13F-NT 14 Aug 2020, 09:57
Q1 2020 0 $0 13F-NT 15 May 2020, 18:43
Q4 2019 0 $0 13F-NT 14 Feb 2020, 15:22
Q3 2019 0 $0 13F-NT 14 Nov 2019, 09:17
Q2 2019 0 $0 13F-NT 15 Aug 2019, 10:53
Q1 2019 0 $0 13F-NT 15 May 2019, 16:51
Q4 2018 0 $0 13F-NT 14 Feb 2019, 15:30
Q3 2018 0 $0 13F-NT 14 Nov 2018, 15:06
Q2 2018 0 $0 13F-NT 15 Aug 2018, 17:11
Q1 2018 0 $0 13F-NT 15 May 2018, 16:41
Q4 2017 0 $0 13F-NT 15 Feb 2018, 07:50
Q3 2017 0 $0 13F-NT 14 Nov 2017, 18:33
Q2 2017 0 $0 13F-NT 14 Aug 2017, 15:33
Q1 2017 0 $0 13F-NT 15 May 2017, 16:17
Q4 2016 0 $0 13F-NT 14 Feb 2017, 16:23
Q3 2016 0 $0 13F-NT 14 Nov 2016, 14:55
Q2 2016 0 $0 13F-NT 15 Aug 2016, 16:23
Q1 2016 0 $0 13F-NT 16 May 2016, 16:34
Q4 2015 0 $0 13F-NT 16 Feb 2016, 14:50
Q3 2015 0 $0 13F-NT 16 Nov 2015, 15:17
Q2 2015 0 $0 13F-NT 14 Aug 2015, 16:02
Q1 2015 0 $0 13F-NT 15 May 2015, 16:42
Q3 2014 551 $709,723,000 +$50,848,742 -$29,450,758 +$21,397,984 VUG, AAPL, BRKB, VYM, BSV Restatement 17 Nov 2014, 14:38
Q2 2014 553 $698,992,000 +$100,913,471 -$41,212,049 +$59,701,422 VUG, AAPL, BRKB, VYM, BSV 13F-HR 12 Aug 2014, 09:49
Q1 2014 541 $632,370,000 +$77,558,171 -$44,008,916 +$33,549,255 VUG, AAPL, BRKB, VIG, BSV Restatement 08 Aug 2014, 15:13
Q4 2013 534 $592,376,000 $0 $0 $0 VUG, AAPL, VIG, BRKB, BND 13F-HR 10 Feb 2014, 17:09