Current Market Value 664,895,240
Current Holdings 116
Most Recent File Date 2025-08-12
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Tarbox Family Office, 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)
2025-08-12 2025-06-30 13F-HR 116 664,895
2025-05-08 2025-03-31 13F-HR 107 601,612
2025-01-17 2024-12-31 13F-HR 107 606,287
2024-10-23 2024-09-30 13F-HR 109 610,196
2024-07-17 2024-06-30 13F-HR 104 566,874
2024-04-16 2024-03-31 13F-HR 104 568,932
2024-02-08 2023-12-31 13F-HR 97 514,209
2023-10-13 2023-09-30 13F-HR 99 482,798
2023-07-20 2023-06-30 13F-HR 100 514,286
2023-04-11 2023-03-31 13F-HR 99 494,944
2023-01-25 2022-12-31 13F-HR 95 456,251
2022-10-14 2022-09-30 13F-HR 87 421,675
2022-07-19 2022-06-30 13F-HR 107 445,262
2022-04-25 2022-03-31 13F-HR 1091 492,635
2022-01-06 2021-12-31 13F-HR 1132 580,758
2021-10-12 2021-09-30 13F-HR 1179 546,300
2021-07-16 2021-06-30 13F-HR 1162 559,513
2021-04-27 2021-03-31 13F-HR 1168 508,118
2021-01-27 2020-12-31 13F-HR 1156 478,416
2020-10-22 2020-09-30 13F-HR 1177 410,824
2020-07-23 2020-06-30 13F-HR 1191 386,676
2020-04-30 2020-03-31 13F-HR 1175 308,791
2020-01-31 2019-12-31 13F-HR 1143 366,157
2019-10-25 2019-09-30 13F-HR 1121 328,772
2019-08-02 2019-06-30 13F-HR 1123 319,628
2019-04-24 2019-03-31 13F-HR 633 273,518
2019-02-01 2018-12-31 13F-HR 634 241,404
2018-10-26 2018-09-30 13F-HR 631 276,452
2018-07-31 2018-06-30 13F-HR 623 259,401
2018-04-24 2018-03-31 13F-HR 643 258,843
2018-01-26 2017-12-31 13F-HR 620 252,032
2017-10-19 2017-09-30 13F-HR 620 228,140
2017-07-18 2017-06-30 13F-HR 602 202,823
2017-04-28 2017-03-31 13F-HR 611 193,634
2017-01-31 2016-12-31 13F-HR 580 174,238
2016-10-28 2016-09-30 13F-HR 575 155,197
2016-07-29 2016-06-30 13F-HR 583 139,392
2016-04-27 2016-03-31 13F-HR 610 132,115
2016-01-29 2015-12-31 13F-HR 580 123,032
2015-10-30 2015-09-30 13F-HR 600 109,358
2015-07-16 2015-06-30 13F-HR 584 115,304
2015-04-20 2015-03-31 13F-HR 588 113,817
2015-01-21 2014-12-31 13F-HR 583 108,128
2014-10-14 2014-09-30 13F-HR 588 110,853
2014-07-11 2014-06-30 13F-HR 552 112,063
2014-05-01 2014-03-31 13F-HR 574 112,353
2014-02-14 2013-12-31 13F-HR 605 119,874