JIM SAULNIER & ASSOCIATES, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$102M
Signature - Title
Ryan Westerbeck - 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 83 stock holdings with total value $102M as of Q3 2024. Top holdings included BIL, AOR, VEA, AOA, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 83 $102M $0 $0 BIL, AOR, VEA, AOA, BIV 13F-HR 11/12/2024, 03:44 PM