Current Market Value 1,162,192,224
Current Holdings 418
Most Recent File Date 2025-07-18
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Naples Global Advisors, 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)
2025-07-18 2025-06-30 13F-HR 418 1,162,192
2025-04-10 2025-03-31 13F-HR 398 1,052,490
2025-01-29 2024-12-31 13F-HR 403 1,069,103
2024-10-24 2024-09-30 13F-HR 400 1,075,542
2024-07-18 2024-06-30 13F-HR 393 996,550
2024-04-29 2024-03-31 13F-HR 408 976,912
2024-01-11 2023-12-31 13F-HR 408 909,333
2023-10-16 2023-09-30 13F-HR 398 825,172
2023-07-17 2023-06-30 13F-HR 395 852,466
2023-04-17 2023-03-31 13F-HR 387 802,111
2023-04-17 2022-12-31 13F-HR/A 1 R 386 786,898
2023-01-20 2022-12-31 13F-HR 386 786,898
2022-10-20 2022-09-30 13F-HR 369 726,594
2022-08-11 2022-06-30 13F-HR 374 770,592
2022-04-28 2022-03-31 13F-HR 394 866,071
2022-02-04 2021-12-31 13F-HR 392 862,905
2021-10-29 2021-09-30 13F-HR/A 1 R 382 761,390
2021-10-25 2021-09-30 13F-HR 388 765,083
2021-08-06 2021-06-30 13F-HR 379 719,162
2021-05-10 2021-03-31 13F-HR 370 657,988
2021-02-08 2020-12-31 13F-HR 354 591,384
2020-10-26 2020-09-30 13F-HR 343 512,996
2020-08-04 2020-06-30 13F-HR 337 464,115
2020-04-27 2020-03-31 13F-HR 317 381,568
2020-02-05 2019-12-31 13F-HR 318 476,257
2019-10-28 2019-09-30 13F-HR 311 428,158
2019-07-10 2019-06-30 13F-HR 307 411,029
2019-04-29 2019-03-31 13F-HR 297 391,161
2019-02-01 2018-12-31 13F-HR 288 351,349
2018-11-13 2018-09-30 13F-HR/A 1 R 292 376,883
2018-11-13 2018-09-30 13F-HR 294 354,988
2018-07-23 2018-06-30 13F-HR 294 354,988
2018-04-17 2018-03-31 13F-HR 280 337,070
2018-01-19 2017-12-31 13F-HR 286 338,692
2017-10-16 2017-09-30 13F-HR 269 299,556
2017-07-25 2017-06-30 13F-HR 263 281,938
2017-04-21 2017-03-31 13F-HR 267 278,647
2017-01-30 2016-12-31 13F-HR 252 256,842
2016-10-11 2016-09-30 13F-HR 252 255,723
2016-07-13 2016-06-30 13F-HR 246 244,330
2016-04-13 2016-03-31 13F-HR 248 238,636
2016-01-25 2015-12-31 13F-HR 214 206,407
2015-10-14 2015-09-30 13F-HR 222 194,620
2015-07-27 2015-06-30 13F-HR 234 208,364
2015-04-15 2015-03-31 13F-HR 234 210,396
2015-01-22 2014-12-31 13F-HR 218 189,038
2014-10-16 2014-09-30 13F-HR 217 169,691
2014-07-14 2014-06-30 13F-HR 227 168,653
2014-04-07 2014-03-31 13F-HR 249 163,515
2014-01-16 2013-12-31 13F-HR 255 149,947