Current Market Value 318,024,331
Current Holdings 100
Most Recent File Date 2025-07-17
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Neumann Capital Management, 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 100 318,024
2025-04-16 2025-03-31 13F-HR 99 289,252
2025-01-21 2024-12-31 13F-HR 101 300,992
2024-11-06 2024-09-30 13F-HR 101 300,594
2024-08-09 2024-06-30 13F-HR 98 291,013
2024-05-08 2024-03-31 13F-HR 98 280,501
2024-02-07 2023-12-31 13F-HR 91 252,065
2023-11-03 2023-09-30 13F-HR 93 229,402
2023-08-10 2023-06-30 13F-HR 92 241,538
2023-05-02 2023-03-31 13F-HR 90 227,539
2023-02-06 2022-12-31 13F-HR 89 213,079
2022-11-14 2022-09-30 13F-HR 86 194,380
2022-07-20 2022-06-30 13F-HR 81 197,369
2022-05-09 2022-03-31 13F-HR 87 235,411
2022-02-03 2021-12-31 13F-HR 91 245,471
2021-11-01 2021-09-30 13F-HR 86 222,764
2021-07-21 2021-06-30 13F-HR 85 222,654
2021-05-13 2021-03-31 13F-HR 81 210,333
2021-02-04 2020-12-31 13F-HR 78 198,172
2020-11-02 2020-09-30 13F-HR 74 173,995
2020-07-23 2020-06-30 13F-HR 70 163,384
2020-05-13 2020-03-31 13F-HR 69 137,415
2020-01-24 2019-12-31 13F-HR 70 172,301
2019-10-28 2019-09-30 13F-HR 72 161,764
2019-07-25 2019-06-30 13F-HR 73 161,260
2019-05-09 2019-03-31 13F-HR 73 156,419
2019-01-29 2018-12-31 13F-HR 70 132,842
2018-11-01 2018-09-30 13F-HR 75 169,844
2018-08-10 2018-06-30 13F-HR 73 159,247
2018-05-09 2018-03-31 13F-HR 75 157,140
2018-02-05 2017-12-31 13F-HR 75 163,251
2017-11-14 2017-09-30 13F-HR 74 161,532
2017-08-07 2017-06-30 13F-HR 71 155,389
2017-05-10 2017-03-31 13F-HR 70 154,219
2017-02-03 2016-12-31 13F-HR 72 155,152
2016-11-02 2016-09-30 13F-HR 73 150,422
2016-08-10 2016-06-30 13F-HR 74 150,603
2016-05-02 2016-03-31 13F-HR 77 151,915
2016-02-02 2015-12-31 13F-HR 77 143,872
2015-11-10 2015-09-30 13F-HR 77 141,522
2015-08-06 2015-06-30 13F-HR 81 156,529
2015-04-30 2015-03-31 13F-HR 84 156,635
2015-02-02 2014-12-31 13F-HR 0 0