Current Market Value 1,599,659,325
Current Holdings 514
Most Recent File Date 2025-07-08
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Atwood & Palmer 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)
2025-07-08 2025-06-30 13F-HR 514 1,599,659
2025-04-15 2025-03-31 13F-HR 441 1,441,701
2025-01-16 2024-12-31 13F-HR 469 1,459,358
2024-10-07 2024-09-30 13F-HR 472 1,471,090
2024-07-10 2024-06-30 13F-HR 436 1,320,048
2024-04-10 2024-03-31 13F-HR 415 1,317,916
2024-01-12 2023-12-31 13F-HR 402 1,237,588
2023-10-20 2023-09-30 13F-HR 425 1,140,819
2023-07-18 2023-06-30 13F-HR 396 1,118,136
2023-04-21 2023-03-31 13F-HR 370 1,063,598
2023-01-31 2022-12-31 13F-HR 390 1,106,644
2022-10-12 2022-09-30 13F-HR 381 1,009,069
2022-07-21 2022-06-30 13F-HR 400 1,026,666
2022-04-29 2022-03-31 13F-HR 445 1,158,183
2022-01-24 2021-12-31 13F-HR 458 1,194,775
2021-10-29 2021-09-30 13F-HR/A 1 R 432 1,120,554
2021-10-19 2021-09-30 13F-HR 435 1,120,617
2021-07-26 2021-06-30 13F-HR 416 1,112,927
2021-04-26 2021-03-31 13F-HR 442 1,039,212
2021-02-04 2020-12-31 13F-HR 378 931,413
2020-10-28 2020-09-30 13F-HR 342 794,111
2020-07-24 2020-06-30 13F-HR 322 739,846
2020-04-20 2020-03-31 13F-HR 322 636,721
2020-02-05 2019-12-31 13F-HR 301 777,990
2019-10-21 2019-09-30 13F-HR 307 742,002
2019-07-17 2019-06-30 13F-HR 305 740,415
2019-04-23 2019-03-31 13F-HR 333 706,287
2019-02-01 2018-12-31 13F-HR 325 629,452
2018-10-29 2018-09-30 13F-HR 315 766,179
2018-07-19 2018-06-30 13F-HR 319 728,632
2018-04-30 2018-03-31 13F-HR 295 701,506
2018-02-08 2017-12-31 13F-HR 292 712,829
2017-10-16 2017-09-30 13F-HR 301 690,686
2017-08-08 2017-06-30 13F-HR 320 637,420
2017-04-28 2017-03-31 13F-HR 297 625,614
2017-02-06 2016-12-31 13F-HR 334 555,839
2016-11-08 2016-09-30 13F-HR 326 550,567
2016-07-21 2016-06-30 13F-HR 312 553,278
2016-04-28 2016-03-31 13F-HR 324 562,483
2016-01-28 2015-12-31 13F-HR 402 526,769
2015-11-12 2015-09-30 13F-HR 434 512,274
2015-07-31 2015-06-30 13F-HR 377 556,265
2015-05-05 2015-03-31 13F-HR 329 560,301
2015-02-17 2014-12-31 13F-HR 383 535,743
2014-12-02 2014-09-30 13F-HR/A 1 R 384 529,436
2014-11-12 2014-09-30 13F-HR 384 545,867
2014-08-11 2014-06-30 13F-HR 336 374,853
2014-04-11 2014-03-31 13F-HR 116 427,466
2014-01-17 2013-12-31 13F-HR 109 405,306
2013-10-09 2013-09-30 13F-HR 108 362,393
2013-07-18 2013-06-30 13F-HR 110 369,703