Current Market Value 159,843,695
Current Holdings 613
Most Recent File Date 2026-05-01
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Richardson Financial Services Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-05-01 2026-03-31 13F-HR 613 159,844
2026-01-22 2025-12-31 13F-HR 598 309,371
2025-10-28 2025-09-30 13F-HR 513 161,306
2025-07-25 2025-06-30 13F-HR 609 148,861
2025-05-06 2025-03-31 13F-HR 602 131,364
2025-01-24 2024-12-31 13F-HR 606 142,277
2024-10-24 2024-09-30 13F-HR 600 157,383
2024-08-12 2024-06-30 13F-HR 588 138,866
2024-05-03 2024-03-31 13F-HR 621 141,899
2024-03-04 2023-12-31 13F-HR 377 114,150