13F Filings History of JIM SAULNIER & ASSOCIATES, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$192,929,467
Signature - Title
Sarah H Schmidt - Consultant
Location
Fort Collins, CO
Summary
This page shows a list of all the recent 13F filings made by JIM SAULNIER & ASSOCIATES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JIM SAULNIER & ASSOCIATES, LLC reported 139 stock holdings with total value $192,929,467 as of Q4 2025. Top holdings included AOR, AOA, VBIL, VEA, and BIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 139 $192,929,467 +$23,188,044 -$11,539,012 +$11,649,032 AOR, AOA, VBIL, VEA, BIL 13F-HR 29 Jan 2026, 09:49
Q3 2025 135 $179,381,139 +$32,874,731 -$5,839,555 +$27,035,176 AOR, VBIL, AOA, VEA, BIL 13F-HR 03 Nov 2025, 17:23
Q2 2025 113 $146,628,954 +$18,054,828 -$7,175,453 +$10,879,375 AOR, AOA, VEA, VBIL, BIL 13F-HR 04 Aug 2025, 16:54
Q1 2025 101 $128,528,903 +$22,730,160 -$9,429,511 +$13,300,649 AOR, AOA, VEA, BIL, SGOV 13F-HR 21 Apr 2025, 15:13
Q4 2024 93 $115,846,170 +$24,031,221 -$9,030,370 +$15,000,851 BIL, AOR, VEA, AOA, SGOV 13F-HR 22 Jan 2025, 13:57
Q3 2024 83 $102,276,690 $0 $0 $0 BIL, AOR, VEA, AOA, BIV 13F-HR 12 Nov 2024, 15:44