Current Market Value 871,874,810
Current Holdings 979
Most Recent File Date 2023-08-01
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by BDO Wealth Advisors, LLC . 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)
2023-08-01 2023-06-30 13F-HR 979 871,875
2023-05-09 2023-03-31 13F-HR 1057 815,400
2023-01-30 2022-12-31 13F-HR/A 1 R 1013 804,452
2023-01-27 2022-12-31 13F-HR 1013 804,452
2022-11-02 2022-09-30 13F-HR/A 1 R 1077 752,482
2022-11-01 2022-09-30 13F-HR 1103 812,573
2022-08-25 2022-06-30 13F-HR 1103 812,573
2022-05-06 2022-03-31 13F-HR 1107 937,120
2022-02-11 2021-12-31 13F-HR 1136 945,036
2021-11-09 2021-09-30 13F-HR 1084 908,302
2021-09-03 2021-06-30 13F-HR 1139 903,193
2021-05-14 2021-03-31 13F-HR 1196 848,464
2021-02-12 2020-12-31 13F-HR 963 710,934
2020-11-12 2020-09-30 13F-HR 914 614,166
2020-08-14 2020-06-30 13F-HR 705 569,111
2020-05-15 2020-03-31 13F-HR 767 494,791
2020-02-14 2019-12-31 13F-HR 597 387,678
2019-11-12 2019-09-30 13F-HR 636 390,434
2019-08-09 2019-06-30 13F-HR 623 367,160
2019-05-15 2019-03-31 13F-HR 633 344,182
2019-02-14 2018-12-31 13F-HR 571 290,582
2018-11-07 2018-09-30 13F-HR 633 309,388
2018-08-27 2018-06-30 13F-HR 655 293,672
2018-05-23 2018-03-31 13F-HR 575 266,390
2018-02-14 2017-12-31 13F-HR 488 222,722
2017-11-08 2017-09-30 13F-HR 442 201,678
2017-08-07 2017-06-30 13F-HR 559 229,068