Current Market Value 205,467,581
Current Holdings 472
Most Recent File Date 2025-07-23
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Bellevue Asset Management, Llc . 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)
2025-07-23 2025-06-30 13F-HR 472 205,468
2025-04-28 2025-03-31 13F-HR 477 183,304
2025-02-06 2024-12-31 13F-HR 489 193,711
2024-10-25 2024-09-30 13F-HR 459 194,698
2024-07-31 2024-06-30 13F-HR 462 181,113
2024-04-26 2024-03-31 13F-HR 457 176,174
2024-02-06 2023-12-31 13F-HR 452 113,207
2023-10-25 2023-09-30 13F-HR 453 148,848
2023-07-31 2023-06-30 13F-HR 478 159,362
2023-05-09 2023-03-31 13F-HR 484 147,379
2023-01-23 2022-12-31 13F-HR 480 129,284
2022-11-07 2022-09-30 13F-HR 495 128,651
2022-08-12 2022-06-30 13F-HR 501 138,438
2022-05-11 2022-03-31 13F-HR 536 163,107
2022-02-03 2021-12-31 13F-HR 563 169,747
2021-11-05 2021-09-30 13F-HR 578 163,441
2021-08-09 2021-06-30 13F-HR 582 163,869
2021-05-12 2021-03-31 13F-HR 639 161,265
2021-02-11 2020-12-31 13F-HR 640 163,425
2020-11-12 2020-09-30 13F-HR 608 143,031
2020-07-31 2020-06-30 13F-HR 610 97,427
2020-05-13 2020-03-31 13F-HR 607 96,305
2020-02-13 2019-12-31 13F-HR 549 129,560