Current Market Value 191,935,782
Current Holdings 42
Most Recent File Date 2025-07-11
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baugh & Associates, 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)
2025-07-11 2025-06-30 13F-HR 42 191,936
2025-04-23 2025-03-31 13F-HR 39 197,650
2025-01-16 2024-12-31 13F-HR 39 192,931
2024-10-31 2024-09-30 13F-HR 40 194,212
2024-07-12 2024-06-30 13F-HR 39 192,681
2024-04-16 2024-03-31 13F-HR 40 187,922
2024-01-10 2023-12-31 13F-HR 37 173,976
2023-10-13 2023-09-30 13F-HR 39 159,891
2023-07-20 2023-06-30 13F-HR 42 166,089
2023-04-28 2023-03-31 13F-HR 41 156,491
2023-01-27 2022-12-31 13F-HR 39 154,373
2022-10-07 2022-09-30 13F-HR 38 141,341
2022-07-19 2022-06-30 13F-HR 38 148,590
2022-04-20 2022-03-31 13F-HR 40 170,112
2022-01-14 2021-12-31 13F-HR 41 181,017
2021-10-13 2021-09-30 13F-HR 41 163,358
2021-07-12 2021-06-30 13F-HR 41 161,207
2021-04-16 2021-03-31 13F-HR 40 151,449
2021-01-13 2020-12-31 13F-HR 41 140,274
2020-10-28 2020-09-30 13F-HR 39 127,429
2020-07-09 2020-06-30 13F-HR 38 125,327
2020-04-21 2020-03-31 13F-HR 37 103,453
2020-01-13 2019-12-31 13F-HR 41 136,996
2019-10-08 2019-09-30 13F-HR 40 129,049
2019-07-23 2019-06-30 13F-HR 40 126,165
2019-04-05 2019-03-31 13F-HR 40 124,812
2019-01-17 2018-12-31 13F-HR 41 116,097
2018-11-02 2018-09-30 13F-HR 40 125,078
2018-07-27 2018-06-30 13F-HR 40 114,618
2018-04-25 2018-03-31 13F-HR 42 124,059
2018-02-08 2017-12-31 13F-HR 41 118,571