13F Filings History of Cosner Financial Group, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$195,996,100
Signature - Title
Jody Randall - Admin
Location
Windsor, CO
Summary
This page shows a list of all the recent 13F filings made by Cosner Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cosner Financial Group, LLC reported 37 stock holdings with total value $195,996,100 as of Q4 2025. Top holdings included ITOT, IMCG, USIG, IVE, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $195,996,100 +$4,191,686 -$1,699,847 +$2,491,839 ITOT, IMCG, USIG, IVE, IVV 13F-HR 30 Jan 2026, 16:20
Q3 2025 37 $167,008,416 +$7,002,924 -$3,310,803 +$3,692,121 IMCG, ITOT, USIG, IVE, IVV 13F-HR 07 Nov 2025, 10:19
Q2 2025 35 $179,592,519 +$6,531,834 -$2,749,299 +$3,782,535 IMCG, ITOT, USIG, IVE, IWY 13F-HR 31 Jul 2025, 15:55
Q1 2025 37 $163,532,014 +$14,076,737 -$4,011,004 +$10,065,733 IMCG, ITOT, USIG, IVE, IUSV 13F-HR 07 May 2025, 10:56
Q4 2024 37 $157,845,957 +$4,657,163 -$2,153,971 +$2,503,192 ITOT, IMCG, IUSV, IWY, IVE 13F-HR 31 Jan 2025, 11:21
Q3 2024 36 $155,067,831 +$7,739,475 -$2,194,518 +$5,544,957 ITOT, IMCG, IUSV, IVE, IWY 13F-HR 14 Nov 2024, 14:36
Q2 2024 32 $140,929,256 +$4,044,382 -$3,022,617 +$1,021,765 ITOT, IMCG, IUSV, IWY, IVE 13F-HR 13 Aug 2024, 10:00
Q1 2024 34 $139,609,620 +$15,732,082 -$401,033 +$15,331,049 ITOT, IMCG, IUSV, USIG, IVE 13F-HR 02 May 2024, 12:07
Q4 2023 32 $108,524,460 +$20,528,139 -$27,330,931 -$6,802,792 ITOT, IMCG, IUSV, USIG, IVE 13F-HR 08 Feb 2024, 10:29
Q3 2023 23 $113,491,043 +$17,519,025 -$20,185,116 -$2,666,091 ITOT, USIG, IUSV, IJS, IVE 13F-HR 08 Nov 2023, 17:07
Q2 2023 22 $121,327,300 $0 $0 $0 LQD, ITOT, IUSV, IJS, IWY 13F-HR 08 Aug 2023, 17:07