• 13F History

KMS FINANCIAL SERVICES, INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Signature - Title
Bernard Breton - Chief Compliance Officer
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by KMS FINANCIAL SERVICES, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KMS FINANCIAL SERVICES, INC reported 531 stock holdings with total value $704M as of Q3 2014. Top holdings included VUG, AAPL, BRKB, VYM, and BSV. OSAIC HOLDINGS, INC. is reporting for KMS FINANCIAL SERVICES, INC.
Holdings Value

OSAIC HOLDINGS, INC. is reporting for KMS FINANCIAL SERVICES, INC:

Name Holdings Value Location File Number
OSAIC HOLDINGS, INC. $36.9B Scottsdale, AZ 028-20288
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2020 13F-NT 11/12/2020, 01:17 PM
Q2 2020 13F-NT 8/14/2020, 09:57 AM
Q1 2020 13F-NT 5/15/2020, 06:43 PM
Q4 2019 13F-NT 2/14/2020, 03:22 PM
Q3 2019 13F-NT 11/14/2019, 09:17 AM
Q2 2019 13F-NT 8/15/2019, 10:53 AM
Q1 2019 13F-NT 5/15/2019, 04:51 PM
Q4 2018 13F-NT 2/14/2019, 03:30 PM
Q3 2018 13F-NT 11/14/2018, 03:06 PM
Q2 2018 13F-NT 8/15/2018, 05:11 PM
Q1 2018 13F-NT 5/15/2018, 04:41 PM
Q4 2017 13F-NT 2/15/2018, 07:50 AM
Q3 2017 13F-NT 11/14/2017, 06:33 PM
Q2 2017 13F-NT 8/14/2017, 03:33 PM
Q1 2017 13F-NT 5/15/2017, 04:17 PM
Q4 2016 13F-NT 2/14/2017, 04:23 PM
Q3 2016 13F-NT 11/14/2016, 02:55 PM
Q2 2016 13F-NT 8/15/2016, 04:23 PM
Q1 2016 13F-NT 5/16/2016, 04:34 PM
Q4 2015 13F-NT 2/16/2016, 02:50 PM
Q3 2015 13F-NT 11/16/2015, 03:17 PM
Q2 2015 13F-NT 8/14/2015, 04:02 PM
Q1 2015 13F-NT 5/15/2015, 04:42 PM
Q3 2014 531 $704M +$50.1M -$14.9M +$35.3M VUG, AAPL, BRKB, VYM, BSV Restatement 11/17/2014, 01:38 PM
Q2 2014 539 $695M +$100M -$25.1M +$75.4M VUG, AAPL, BRKB, VYM, BSV 13F-HR 8/12/2014, 09:49 AM
Q1 2014 523 $626M +$76.6M -$23.9M +$52.7M VUG, AAPL, BRKB, VIG, BSV Restatement 8/8/2014, 03:13 PM
Q4 2013 520 $588M VUG, AAPL, VIG, BRKB, BND 13F-HR 2/10/2014, 04:09 PM