13F Filings History of Koenig Investment Advisory, LLC

Latest 13F report
Q4 2025 - 03 Mar 2026
Value $
$121,205,821
Signature - Title
LorieAnne Miller - Chief Compliance Officer
Location
Ashland, OR
Summary
This page shows a list of all the recent 13F filings made by Koenig Investment Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Koenig Investment Advisory, LLC reported 37 stock holdings with total value $121,205,821 as of Q4 2025. Top holdings included FLV, USMV, VO, AGG, and IQLT.

Notify me when Koenig Investment Advisory, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $121,205,821 $0 $0 $0 FLV, USMV, VO, AGG, IQLT 13F-HR 03 Mar 2026, 10:15