Current Market Value 590,175,097
Current Holdings 159
Most Recent File Date 2026-05-12
Total Filings on Record 22
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Bellwether Advisors, 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)
2026-05-12 2026-03-31 13F-HR 159 590,175
2026-02-09 2025-12-31 13F-HR 134 626,634
2025-11-12 2025-09-30 13F-HR 136 604,861
2025-08-11 2025-06-30 13F-HR 599 585,431
2025-05-07 2025-03-31 13F-HR 514 478,735
2025-02-14 2024-12-31 13F-HR 514 559,227
2024-11-08 2024-09-30 13F-HR 125 520,626
2024-08-01 2024-06-30 13F-HR 119 476,822
2024-05-06 2024-03-31 13F-HR 118 455,184
2024-01-12 2023-12-31 13F-HR 113 406,745
2023-10-30 2023-09-30 13F-HR 111 367,467
2023-08-04 2023-06-30 13F-HR 90 339,885
2023-05-05 2023-03-31 13F-HR 486 365,156
2023-02-13 2022-12-31 13F-HR 447 344,447
2022-11-14 2022-09-30 13F-HR 528 303,116
2022-08-05 2022-06-30 13F-HR 450 310,903
2022-04-29 2022-03-31 13F-HR 578 335,840
2022-01-28 2021-12-31 13F-HR 578 321,348
2021-11-12 2021-09-30 13F-HR 561 300,578
2021-08-10 2021-06-30 13F-HR 450 289,980
2021-05-06 2021-03-31 13F-HR 424 252,512
2021-01-29 2020-12-31 13F-HR 345 227,205