Current Market Value 223,973,988
Current Holdings 105
Most Recent File Date 2024-08-14
Total Filings on Record 44
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wunderlich Capital Managemnt . 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-08-14 2024-06-30 13F-HR 105 223,974
2024-05-15 2024-03-31 13F-HR 107 221,758
2024-02-15 2023-12-31 13F-HR 101 222,417
2023-11-15 2023-09-30 13F-HR/A 1 R 92 202,662
2023-11-14 2023-09-30 13F-HR 92 203
2023-08-08 2023-06-30 13F-HR 92 204
2023-05-09 2023-03-31 13F-HR 88 192
2023-02-14 2022-12-31 13F-HR 82 179
2022-11-14 2022-09-30 13F-HR 76 156,262
2022-08-15 2022-06-30 13F-HR 81 171,601
2022-05-16 2022-03-31 13F-HR 87 211,989
2022-02-14 2021-12-31 13F-HR 89 224,446
2021-11-15 2021-09-30 13F-HR 89 207,530
2021-08-17 2021-06-30 13F-HR 84 197,386
2021-05-17 2021-03-31 13F-HR 79 182,817
2021-02-16 2020-12-31 13F-HR 80 180,536
2020-11-16 2020-09-30 13F-HR 79 161,693
2020-08-17 2020-06-30 13F-HR 75 142,475
2020-05-14 2020-03-31 13F-HR 75 121,389
2020-02-14 2019-12-31 13F-HR 87 158,753
2019-11-15 2019-09-30 13F-HR 82 145,518
2019-08-14 2019-06-30 13F-HR 88 150,700
2019-05-16 2019-03-31 13F-HR 85 143,364
2019-02-14 2018-12-31 13F-HR 86 130,072
2018-11-15 2018-09-30 13F-HR 87 140,981
2018-08-14 2018-06-30 13F-HR 88 143,948
2018-05-08 2018-03-31 13F-HR 92 145,603
2018-02-15 2017-12-31 13F-HR 92 144,389
2017-11-15 2017-09-30 13F-HR 89 134,078
2017-08-15 2017-06-30 13F-HR 99 133,785
2017-05-15 2017-03-31 13F-HR 97 128,173
2017-02-15 2016-12-31 13F-HR 87 122,870
2016-11-15 2016-09-30 13F-HR 95 125,423
2016-08-17 2016-06-30 13F-HR 90 118,304
2016-05-11 2016-03-31 13F-HR 88 116,526
2016-02-16 2015-12-31 13F-HR 92 116,429
2015-11-12 2015-09-30 13F-HR 86 108,169
2015-07-20 2015-06-30 13F-HR 66 103,252
2015-05-05 2015-03-31 13F-HR 70 110,720
2015-02-05 2014-12-31 13F-HR 0 0
2014-11-18 2014-09-30 13F-HR 87 111,340
2014-08-18 2014-06-30 13F-HR 83 109,390
2014-05-13 2014-03-31 13F-HR 86 106,030
2014-02-10 2013-12-31 13F-HR 69 104,400