Current Market Value 4,373,518
Current Holdings 294
Most Recent File Date 2025-08-13
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Bollard Group 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)
2025-08-13 2025-06-30 13F-HR 294 4,374
2025-05-15 2025-03-31 13F-HR 285 3,808
2025-02-14 2024-12-31 13F-HR 288 3,608
2024-11-13 2024-09-30 13F-HR 304 3,759
2024-08-14 2024-06-30 13F-HR 303 3,544
2024-05-13 2024-03-31 13F-HR 304 3,306
2024-02-13 2023-12-31 13F-HR 309 2,876
2023-11-14 2023-09-30 13F-HR 370 2,717
2023-08-14 2023-06-30 13F-HR 683 2,940
2023-05-12 2023-03-31 13F-HR 292 2,768
2023-02-10 2022-12-31 13F-HR 288 2,618
2022-11-09 2022-09-30 13F-HR 295 2,379,967
2022-08-12 2022-06-30 13F-HR 298 2,467,670
2022-05-12 2022-03-31 13F-HR 436 3,125,957
2022-02-11 2021-12-31 13F-HR 441 3,123,910
2021-11-12 2021-09-30 13F-HR 430 3,052,983
2021-08-12 2021-06-30 13F-HR 427 3,153,681
2021-05-11 2021-03-31 13F-HR 438 2,854,420
2021-02-04 2020-12-31 13F-HR 442 2,685,507
2020-11-12 2020-09-30 13F-HR 446 2,775,078
2020-08-13 2020-06-30 13F-HR 463 2,545,422
2020-05-14 2020-03-31 13F-HR 238 2,250,086
2020-02-10 2019-12-31 13F-HR 236 3,080,463
2019-11-13 2019-09-30 13F-HR 239 2,847,561
2019-08-13 2019-06-30 13F-HR 254 2,902,300
2019-05-10 2019-03-31 13F-HR 266 2,649,176
2019-02-05 2018-12-31 13F-HR 268 2,267,465
2018-11-08 2018-09-30 13F-HR 274 2,487,399
2018-08-09 2018-06-30 13F-HR 268 2,176,854
2018-05-14 2018-03-31 13F-HR 267 2,011,531
2018-01-29 2017-12-31 13F-HR 258 2,080,174
2017-10-27 2017-09-30 13F-HR 269 1,896,755
2017-07-19 2017-06-30 13F-HR 273 1,851,559
2017-04-19 2017-03-31 13F-HR 274 1,743,934
2017-01-25 2016-12-31 13F-HR 271 1,533,120
2016-10-26 2016-09-30 13F-HR 261 1,563,273
2016-07-20 2016-06-30 13F-HR 258 1,463,877
2016-05-09 2016-03-31 13F-HR 261 1,241,759
2016-02-04 2015-12-31 13F-HR 263 1,214,729
2015-10-30 2015-09-30 13F-HR 275 1,219,286
2015-08-12 2015-06-30 13F-HR 265 1,323,923
2015-05-12 2015-03-31 13F-HR 269 1,343,004
2015-02-12 2014-12-31 13F-HR 269 1,133,019
2014-11-14 2014-09-30 13F-HR 287 1,058,927
2014-08-13 2014-06-30 13F-HR 268 1,034,963
2014-05-14 2014-03-31 13F-HR 265 988,824
2014-02-13 2013-12-31 13F-HR 259 907,006
2013-11-12 2013-09-30 13F-HR/A 1 R 266 850,234
2013-11-05 2013-09-30 13F-HR 265 850,063
2013-08-12 2013-06-30 13F-HR 150 519,785