Filer · Institutional
M Holdings Securities,Inc.
CIK 0001569638TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 13
Q1 202613F-HR
0001569638-26-000002 · filed 2026-05-12
289
positions
Q4 202513F-HR
0001569638-26-000001 · filed 2026-02-11
296
positions
Q3 202513F-HR
0001569638-25-000007 · filed 2025-11-13
87
positions
Q2 202513F-HR
0001569638-25-000006 · filed 2025-08-13
157
positions
Q1 202513F-HR
0001569638-25-000003 · filed 2025-05-13
140
positions
Q4 202413F-HR
0001569638-25-000001 · filed 2025-02-11
133
positions
Q4 202413F-HR/A
0001569638-25-000002 · filed 2025-02-13
133
positions
Q3 202413F-HR
0001569638-24-000008 · filed 2024-11-12
91
positions
Q2 202413F-HR
0001569638-24-000006 · filed 2024-08-13
310
positions
Q1 202413F-HR
0001569638-24-000005 · filed 2024-05-14
128
positions
Q4 202313F-HR
0001569638-24-000002 · filed 2024-02-14
180
positions
Q3 202313F-HR
0001569638-24-000001 · filed 2024-02-14
196
positions
Q2 202313F-HR
0001569638-23-000004 · filed 2023-09-26
207
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.