Current Market Value 400,719,533
Current Holdings 426
Most Recent File Date 2023-01-31
Total Filings on Record 21
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Burleson & Company, 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)
2023-01-31 2022-12-31 13F-HR 426 400,720
2022-10-17 2022-09-30 13F-HR 434 465,156
2022-07-13 2022-06-30 13F-HR 488 460,967
2022-04-25 2022-03-31 13F-HR 453 623,227
2022-01-25 2021-12-31 13F-HR 397 686,814
2021-11-02 2021-09-30 13F-HR 389 673,279
2021-07-22 2021-06-30 13F-HR 382 685,017
2021-05-12 2021-03-31 13F-HR 386 614,655
2021-02-08 2020-12-31 13F-HR 131 576,362
2020-11-10 2020-09-30 13F-HR 132 528,286
2020-08-13 2020-06-30 13F-HR 122 458,301
2020-05-15 2020-03-31 13F-HR 114 384,022
2020-02-12 2019-12-31 13F-HR 120 356,602
2019-11-12 2019-09-30 13F-HR 103 286,749
2019-08-05 2019-06-30 13F-HR 103 237,410
2019-05-09 2019-03-31 13F-HR 105 235,595
2019-02-27 2018-12-31 13F-HR 97 193,567
2018-12-06 2018-09-30 13F-HR 103 178,663
2018-07-31 2018-06-30 13F-HR 108 171,627
2018-04-23 2018-03-31 13F-HR 102 153,212
2018-03-19 2017-12-31 13F-HR 103 155,371