Current Market Value 1,342,552,493
Current Holdings 285
Most Recent File Date 2025-08-07
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Beese Fulmer Investment Management, 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)
2025-08-07 2025-06-30 13F-HR 285 1,342,552
2025-04-08 2025-03-31 13F-HR 252 1,161,813
2025-01-28 2024-12-31 13F-HR 228 1,172,134
2024-10-22 2024-09-30 13F-HR 233 1,164,304
2024-07-03 2024-06-30 13F-HR 223 1,098,739
2024-04-08 2024-03-31 13F-HR 225 1,062,869
2024-01-09 2023-12-31 13F-HR 225 965,613
2023-10-10 2023-09-30 13F-HR 218 887,075
2023-07-11 2023-06-30 13F-HR 221 924,470
2023-04-11 2023-03-31 13F-HR 219 876,252
2023-01-17 2022-12-31 13F-HR 220 830,670
2022-10-06 2022-09-30 13F-HR 208 743,933
2022-07-11 2022-06-30 13F-HR 224 781,597
2022-04-12 2022-03-31 13F-HR 232 922,564
2022-01-10 2021-12-31 13F-HR 245 961,273
2021-10-08 2021-09-30 13F-HR 238 888,506
2021-07-08 2021-06-30 13F-HR 231 883,689
2021-04-23 2021-03-31 13F-HR 224 832,376
2021-01-20 2020-12-31 13F-HR 210 782,721
2020-10-08 2020-09-30 13F-HR 194 705,944
2020-07-17 2020-06-30 13F-HR 607 678,469
2020-04-09 2020-03-31 13F-HR 181 564,059
2020-02-05 2019-12-31 13F-HR 202 714,357
2019-11-01 2019-09-30 13F-HR 207 665,704
2019-07-05 2019-06-30 13F-HR 180 527,845
2019-04-05 2019-03-31 13F-HR 179 506,963
2019-01-25 2018-12-31 13F-HR 175 444,649
2018-10-09 2018-09-30 13F-HR 193 509,081
2018-07-20 2018-06-30 13F-HR 196 476,914
2018-04-16 2018-03-31 13F-HR 186 456,508
2018-01-26 2017-12-31 13F-HR 189 466,497
2017-10-17 2017-09-30 13F-HR 188 438,618
2017-07-14 2017-06-30 13F-HR 180 419,316
2017-04-18 2017-03-31 13F-HR 175 410,691
2017-02-02 2016-12-31 13F-HR 177 387,184
2016-10-20 2016-09-30 13F-HR 171 370,645
2016-08-01 2016-06-30 13F-HR 157 352,326
2016-04-11 2016-03-31 13F-HR 154 342,982
2016-01-21 2015-12-31 13F-HR 148 324,464
2015-10-22 2015-09-30 13F-HR 144 304,174
2015-07-14 2015-06-30 13F-HR 143 310,751
2015-04-20 2015-03-31 13F-HR 137 299,510
2015-01-20 2014-12-31 13F-HR 155 319,011
2014-10-21 2014-09-30 13F-HR 157 307,964
2014-07-08 2014-06-30 13F-HR 154 308,213
2014-04-30 2014-03-31 13F-HR 149 287,701
2014-01-21 2013-12-31 13F-HR 148 281,341
2013-10-29 2013-09-30 13F-HR 145 254,437
2013-07-26 2013-06-30 13F-HR 131 233,404
2013-07-26 2013-06-30 13F-HR/A 1 R 131 233,404