Current Market Value 2,183,548,814
Current Holdings 355
Most Recent File Date 2025-07-29
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Fundamentun, 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)
2025-07-29 2025-06-30 13F-HR 355 2,183,549
2025-04-30 2025-03-31 13F-HR 316 1,876,765
2025-01-27 2024-12-31 13F-HR 272 1,663,486
2024-10-17 2024-09-30 13F-HR 252 1,432,353
2024-07-24 2024-06-30 13F-HR 223 1,207,476
2024-04-16 2024-03-31 13F-HR 205 1,024,661
2024-01-24 2023-12-31 13F-HR 182 844,985
2023-10-24 2023-09-30 13F-HR 159 669,048
2023-07-18 2023-06-30 13F-HR 167 651,569
2023-05-01 2023-03-31 13F-HR 173 594,446
2023-01-19 2022-12-31 13F-HR 155 559,883
2022-10-24 2022-09-30 13F-HR 151 494,743
2022-09-06 2022-06-30 13F-HR 148 528,182
2022-04-26 2022-03-31 13F-HR 165 602,181
2022-01-14 2021-12-31 13F-HR 179 634,525
2021-10-19 2021-09-30 13F-HR 232 575,168
2021-07-19 2021-06-30 13F-HR 124 363,174
2021-04-27 2021-03-31 13F-HR 121 316,245
2021-01-29 2020-12-31 13F-HR 112 317,925
2020-10-29 2020-09-30 13F-HR 111 275,417
2020-07-28 2020-06-30 13F-HR 104 236,535
2020-05-04 2020-03-31 13F-HR 97 187,841
2020-01-29 2019-12-31 13F-HR 109 215,631
2019-11-12 2019-09-30 13F-HR 83 176,416
2019-08-06 2019-06-30 13F-HR 72 158,401
2019-05-07 2019-03-31 13F-HR 68 126,773