Current Market Value 536,757,964
Current Holdings 272
Most Recent File Date 2025-07-28
Total Filings on Record 45
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Mitchell Mcleod Pugh & Williams 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)
2025-07-28 2025-06-30 13F-HR 272 536,758
2025-05-01 2025-03-31 13F-HR 268 483,476
2025-01-16 2024-12-31 13F-HR 256 476,496
2024-11-04 2024-09-30 13F-HR 269 479,172
2024-07-31 2024-06-30 13F-HR 263 438,101
2024-05-01 2024-03-31 13F-HR 261 415,656
2024-02-05 2023-12-31 13F-HR 253 377,785
2023-10-20 2023-09-30 13F-HR 252 339,512
2023-08-08 2023-06-30 13F-HR 252 345,726
2023-05-10 2023-03-31 13F-HR 255 321,742
2023-02-03 2022-12-31 13F-HR 248 295,632
2022-11-07 2022-09-30 13F-HR 224 260,039
2022-11-18 2022-06-30 13F-HR/A 1 R 218 257,688
2022-07-19 2022-06-30 13F-HR 218 256,555
2022-04-26 2022-03-31 13F-HR 229 298,124
2022-02-02 2021-12-31 13F-HR 227 302,739
2021-11-08 2021-09-30 13F-HR 221 269,511
2021-11-08 2021-06-30 13F-HR/A 1 R 220 260,029
2021-08-03 2021-06-30 13F-HR 219 259,358
2021-05-12 2021-03-31 13F-HR 212 239,153
2021-02-08 2020-12-31 13F-HR 204 217,732
2020-10-27 2020-09-30 13F-HR 198 195,500
2020-07-17 2020-06-30 13F-HR 186 175,800
2020-04-08 2020-03-31 13F-HR 166 129,542
2020-01-08 2019-12-31 13F-HR 173 158,989
2019-10-08 2019-09-30 13F-HR 173 147,597
2019-07-09 2019-06-30 13F-HR 172 145,862
2019-04-11 2019-03-31 13F-HR 169 143,453
2019-01-10 2018-12-31 13F-HR 161 124,650
2018-10-09 2018-09-30 13F-HR 183 148,533
2018-07-13 2018-06-30 13F-HR 175 141,767
2018-04-16 2018-03-31 13F-HR 176 139,720
2018-01-12 2017-12-31 13F-HR 175 144,728
2017-10-12 2017-09-30 13F-HR 174 135,771
2017-07-20 2017-06-30 13F-HR 168 131,733
2017-04-11 2017-03-31 13F-HR 168 127,735
2017-01-19 2016-12-31 13F-HR 167 123,512
2016-10-18 2016-09-30 13F-HR 160 114,185
2016-07-15 2016-06-30 13F-HR 160 110,546
2016-04-20 2016-03-31 13F-HR 155 103,497
2016-01-27 2015-12-31 13F-HR 153 100,601
2015-10-19 2015-09-30 13F-HR 151 96,891
2015-07-20 2015-06-30 13F-HR 155 108,601
2015-04-21 2015-03-31 13F-HR 154 109,694
2015-01-30 2014-12-31 13F-HR 0 0