Current Market Value 28,784,000
Current Holdings 30
Most Recent File Date 2020-05-05
Total Filings on Record 30
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Beach Investment Management, 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)
2020-05-05 2020-03-31 13F-HR 30 28,784
2020-02-06 2019-12-31 13F-HR 37 51,239
2019-11-12 2019-09-30 13F-HR 36 44,611
2019-07-17 2019-06-30 13F-HR 38 61,242
2019-04-29 2019-03-31 13F-HR 37 55,611
2019-02-01 2018-12-31 13F-HR 31 44,893
2018-11-02 2018-09-30 13F-HR 37 64,148
2018-07-30 2018-06-30 13F-HR 39 60,571
2018-05-10 2018-03-31 13F-HR 44 61,812
2018-01-29 2017-12-31 13F-HR 43 65,367
2018-01-29 2017-12-31 13F-HR/A 2 R 43 65,367
2017-10-27 2017-09-30 13F-HR 40 57,473
2017-08-11 2017-06-30 13F-HR/A 4 R 42 66,357
2017-08-10 2017-06-30 13F-HR 159 975,059
2017-05-05 2017-03-31 13F-HR 44 63,658
2017-02-10 2016-12-31 13F-HR 45 58,479
2016-11-14 2016-09-30 13F-HR 37 52,981
2016-08-26 2016-06-30 13F-HR 35 49,661
2016-05-12 2016-03-31 13F-HR 40 54,927
2016-02-17 2015-12-31 13F-HR 45 56,853
2015-10-20 2015-09-30 13F-HR 42 47,999
2015-08-05 2015-06-30 13F-HR 54 66,908
2015-05-11 2015-03-31 13F-HR 49 67,899
2015-02-09 2014-12-31 13F-HR 47 71,142
2014-10-17 2014-09-30 13F-HR 48 68,375
2014-07-30 2014-06-30 13F-HR 55 72,968
2014-05-07 2014-03-31 13F-HR 49 75,664
2014-01-23 2013-12-31 13F-HR 48 72,089
2013-11-06 2013-09-30 13F-HR 45 64,988
2013-08-08 2013-06-30 13F-HR 40 57,262