Current Market Value 56,428,503
Current Holdings 70
Most Recent File Date 2025-07-17
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Blossom Wealth Management . 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)
2025-07-17 2025-06-30 13F-HR 70 56,429
2025-04-23 2025-03-31 13F-HR 69 49,720
2025-01-24 2024-12-31 13F-HR 71 51,964
2024-10-22 2024-09-30 13F-HR 66 49,607
2024-07-19 2024-06-30 13F-HR 66 45,936
2024-04-23 2024-03-31 13F-HR 62 41,534
2024-01-26 2023-12-31 13F-HR 62 37,090
2023-10-19 2023-09-30 13F-HR 59 31,234
2023-07-20 2023-06-30 13F-HR 54 27,318
2023-04-20 2023-03-31 13F-HR 53 24,583
2023-01-20 2022-12-31 13F-HR 44 20,721
2022-10-21 2022-09-30 13F-HR 39 17,773
2022-07-22 2022-06-30 13F-HR 44 19,754
2022-05-02 2022-03-31 13F-HR/A 1 R 49 22,181
2022-04-22 2022-03-31 13F-HR 46 21,313
2022-01-20 2021-12-31 13F-HR 44 20,306
2021-10-19 2021-09-30 13F-HR 35 16,816
2021-07-20 2021-06-30 13F-HR 29 13,293
2021-04-14 2021-03-31 13F-HR 19 8,603
2021-01-22 2020-12-31 13F-HR 10 4,472