Current Market Value 229,005,422
Current Holdings 76
Most Recent File Date 2025-08-11
Total Filings on Record 39
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wittenberg Investment Management, Inc. . 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)
2025-08-11 2025-06-30 13F-HR 76 229,005
2025-05-12 2025-03-31 13F-HR 74 221,796
2025-02-13 2024-12-31 13F-HR 74 254,745
2024-11-13 2024-09-30 13F-HR 80 311,505
2024-08-14 2024-06-30 13F-HR 81 293,510
2024-05-03 2024-03-31 13F-HR 82 293,358
2024-02-13 2023-12-31 13F-HR 80 287,840
2024-02-09 2023-09-30 13F-HR/A 1 R 83 272,924
2023-11-13 2023-09-30 13F-HR 83 273
2024-02-09 2023-06-30 13F-HR/A 1 R 87 276,349
2023-08-11 2023-06-30 13F-HR 87 276
2024-02-09 2023-03-31 13F-HR/A 1 R 88 268,621
2023-05-15 2023-03-31 13F-HR 88 269
2024-02-09 2022-12-31 13F-HR/A 1 R 83 245,642
2023-02-06 2022-12-31 13F-HR 83 246
2022-11-14 2022-09-30 13F-HR 85 235,049
2022-08-15 2022-06-30 13F-HR 84 236,544
2022-05-16 2022-03-31 13F-HR 81 265,194
2022-02-14 2021-12-31 13F-HR 78 275,412
2021-11-05 2021-09-30 13F-HR 77 260,192
2021-08-12 2021-06-30 13F-HR 74 248,165
2021-05-14 2021-03-31 13F-HR 71 217,808
2021-02-12 2020-12-31 13F-HR 71 205,073
2020-11-12 2020-09-30 13F-HR 72 186,326
2020-08-10 2020-06-30 13F-HR 73 179,133
2020-05-14 2020-03-31 13F-HR 75 182,902
2020-02-14 2019-12-31 13F-HR 81 257,833
2019-11-14 2019-09-30 13F-HR 77 229,466
2019-07-24 2019-06-30 13F-HR 80 234,138
2019-05-14 2019-03-31 13F-HR 80 236,265
2019-02-12 2018-12-31 13F-HR 82 212,445
2018-11-13 2018-09-30 13F-HR 79 244,275
2018-07-31 2018-06-30 13F-HR 79 236,984
2018-05-14 2018-03-31 13F-HR 79 232,349
2018-02-12 2017-12-31 13F-HR 79 229,782
2017-11-13 2017-09-30 13F-HR 81 232,540
2017-08-10 2017-06-30 13F-HR 78 219,977
2017-05-12 2017-03-31 13F-HR 73 207,297
2017-02-13 2016-12-31 13F-HR 78 219,921