Current Market Value 221,151
Current Holdings 121
Most Recent File Date 2023-02-14
Total Filings on Record 17
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Hotaling Investment 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)
2023-02-14 2022-12-31 13F-HR 121 221
2022-11-14 2022-09-30 13F-HR 111 208,454
2022-08-15 2022-06-30 13F-HR 121 230,250
2022-04-22 2022-03-31 13F-HR 127 260,200
2022-01-24 2021-12-31 13F-HR 132 287,960
2021-10-21 2021-09-30 13F-HR 121 240,661
2021-08-04 2021-06-30 13F-HR 125 245,980
2021-05-11 2021-03-31 13F-HR 113 222,747
2021-01-22 2020-12-31 13F-HR 113 214,355
2020-11-04 2020-09-30 13F-HR 106 184,983
2020-07-31 2020-06-30 13F-HR 105 173,268
2020-04-08 2020-03-31 13F-HR 95 134,335
2020-01-28 2019-12-31 13F-HR 118 174,320
2019-10-28 2019-09-30 13F-HR 114 155,635
2019-08-08 2019-06-30 13F-HR 117 155,750
2019-05-01 2019-03-31 13F-HR 120 147,938
2019-01-16 2018-12-31 13F-HR 112 122,985