Cosner Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$155M
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 36 stock holdings with total value $155M as of Q3 2024. Top holdings included ITOT, IMCG, IUSV, IVE, and IWY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 36 $155M +$7.74M -$2.19M +$5.54M ITOT, IMCG, IUSV, IVE, IWY 13F-HR 11/14/2024, 02:36 PM
Q2 2024 32 $141M +$4.04M -$3.02M +$1.02M ITOT, IMCG, IUSV, IWY, IVE 13F-HR 8/13/2024, 10:00 AM
Q1 2024 34 $140M +$15.7M -$401K +$15.3M ITOT, IMCG, IUSV, USIG, IVE 13F-HR 5/2/2024, 12:07 PM
Q4 2023 32 $109M +$20.5M -$27.3M -$6.8M ITOT, IMCG, IUSV, USIG, IVE 13F-HR 2/8/2024, 10:29 AM
Q3 2023 23 $113M +$17.5M -$20.2M -$2.67M ITOT, USIG, IUSV, IJS, IVE 13F-HR 11/8/2023, 05:07 PM
Q2 2023 22 $121M $0 $0 LQD, ITOT, IUSV, IJS, IWY 13F-HR 8/8/2023, 05:07 PM