Current Market Value 225,836,495
Current Holdings 142
Most Recent File Date 2025-08-01
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Mendel Money 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)
2025-08-01 2025-06-30 13F-HR 142 225,836
2025-05-06 2025-03-31 13F-HR 136 211,093
2025-02-12 2024-12-31 13F-HR 137 223,981
2024-11-07 2024-09-30 13F-HR 134 231,318
2024-08-13 2024-06-30 13F-HR 131 213,624
2024-05-02 2024-03-31 13F-HR 129 216,189
2024-02-14 2023-12-31 13F-HR/A 1 R 128 208,138
2024-02-09 2023-12-31 13F-HR 128 208,138
2023-11-14 2023-09-30 13F-HR/A 1 R 123 186,495
2023-11-13 2023-09-30 13F-HR 125 186,495
2023-08-14 2023-06-30 13F-HR 126 194,500
2023-05-10 2023-03-31 13F-HR 125 185,626
2023-02-13 2022-12-31 13F-HR 120 175,750
2022-11-14 2022-09-30 13F-HR 115 160,371
2022-08-15 2022-06-30 13F-HR 114 167,816
2022-05-16 2022-03-31 13F-HR 126 204,739
2022-02-14 2021-12-31 13F-HR 68 173,432
2021-11-09 2021-09-30 13F-HR 69 159,774
2021-08-11 2021-06-30 13F-HR 70 159,013
2021-05-17 2021-03-31 13F-HR 67 153,143
2021-02-09 2020-12-31 13F-HR 64 142,797
2020-11-10 2020-09-30 13F-HR 60 127,798
2020-07-29 2020-06-30 13F-HR 56 113,589
2020-02-13 2019-12-31 13F-HR 53 115,564
2019-11-08 2019-09-30 13F-HR 51 108,181
2019-08-08 2019-06-30 13F-HR 50 104,512
2018-10-29 2018-09-30 13F-HR 46 103,087
2018-02-06 2017-12-31 13F-HR 50 104,204
2015-07-31 2015-06-30 13F-HR 53 107,392
2015-05-01 2015-03-31 13F-HR 51 107,587
2015-01-30 2014-12-31 13F-HR 0 0
2014-11-07 2014-09-30 13F-HR 50 102,198