13F Filings History of RM Financial Services, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$112,681,305
Signature - Title
Cayla Moore - Chief Compliance Officer
Location
Falmouth, ME
Summary
This page shows a list of all the recent 13F filings made by RM Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RM Financial Services, LLC reported 76 stock holdings with total value $112,681,305 as of Q4 2025. Top holdings included CGDG, GLDM, CGCV, SLV, and CGVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 76 $112,681,305 $0 $0 $0 CGDG, GLDM, CGCV, SLV, CGVV 13F-HR 11 Feb 2026, 14:55