13F Filings History of Putney Financial Group LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$106,976,719
Signature - Title
Cody Branson - Compliance Consultant
Location
San Rafael, CA
Summary
This page shows a list of all the recent 13F filings made by Putney Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Putney Financial Group LLC reported 79 stock holdings with total value $106,976,719 as of Q4 2025. Top holdings included AAPL, GOOGL, AMZN, MSFT, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $106,976,719 +$7,315,942 -$5,731,046 +$1,584,896 AAPL, GOOGL, AMZN, MSFT, NVDA 13F-HR 23 Jan 2026, 15:06
Q3 2025 77 $100,813,748 +$3,497,268 -$11,753,982 -$8,256,714 AAPL, GOOGL, AMZN, MSFT, NVDA 13F-HR 07 Nov 2025, 10:54
Q2 2025 293 $99,047,493 +$4,636,904 -$6,556,747 -$1,919,843 AAPL, AMZN, GOOGL, MSFT, NVDA Restatement 27 Aug 2025, 15:16
Q1 2025 280 $94,634,975 +$220,750 -$8,080,821 -$7,860,071 AAPL, AMZN, GOOGL, MSFT, MA 13F-HR 21 Apr 2025, 17:41
Q4 2024 304 $111,818,232 $0 $0 $0 AAPL, AMZN, GOOGL, MSFT, CPRT 13F-HR 21 Feb 2025, 15:22