Current Market Value 735,872,862
Current Holdings 173
Most Recent File Date 2025-07-17
Total Filings on Record 48
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Stockman Wealth Management, Inc. . 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)
2025-07-17 2025-06-30 13F-HR 173 735,873
2025-04-17 2025-03-31 13F-HR 166 675,363
2025-01-28 2024-12-31 13F-HR 165 638,702
2024-11-04 2024-09-30 13F-HR 182 643,444
2024-07-31 2024-06-30 13F-HR 176 570,579
2024-04-17 2024-03-31 13F-HR 179 566,435
2024-02-01 2023-12-31 13F-HR 176 501,274
2023-10-31 2023-09-30 13F-HR 186 454,177
2023-08-02 2023-06-30 13F-HR 195 465,637
2023-05-04 2023-03-31 13F-HR 201 447,435
2023-02-08 2022-12-31 13F-HR 198 435,408
2022-11-07 2022-09-30 13F-HR 175 369,698
2022-07-28 2022-06-30 13F-HR 177 392,090
2022-05-05 2022-03-31 13F-HR 196 481,981
2022-02-08 2021-12-31 13F-HR 205 489,983
2021-11-02 2021-09-30 13F-HR 198 449,136
2021-08-12 2021-06-30 13F-HR 197 418,606
2021-05-05 2021-03-31 13F-HR 190 359,077
2021-02-08 2020-12-31 13F-HR 192 326,074
2020-11-06 2020-09-30 13F-HR 171 274,301
2020-08-11 2020-06-30 13F-HR 166 266,926
2020-05-06 2020-03-31 13F-HR 158 225,466
2020-02-07 2019-12-31 13F-HR 170 281,625
2019-11-12 2019-09-30 13F-HR 161 260,887
2019-08-08 2019-06-30 13F-HR 153 244,938
2019-05-07 2019-03-31 13F-HR 149 228,845
2019-02-08 2018-12-31 13F-HR 149 209,312
2018-11-02 2018-09-30 13F-HR 152 231,948
2018-08-13 2018-06-30 13F-HR 152 218,543
2018-05-10 2018-03-31 13F-HR 151 218,516
2018-02-12 2017-12-31 13F-HR 151 222,625
2017-11-14 2017-09-30 13F-HR 145 209,065
2017-08-09 2017-06-30 13F-HR 119 100,257
2017-05-11 2017-03-31 13F-HR 133 175,966
2017-02-09 2016-12-31 13F-HR 131 164,407
2016-10-31 2016-09-30 13F-HR 127 161,444
2016-08-12 2016-06-30 13F-HR 67 127,857
2016-05-12 2016-03-31 13F-HR 71 126,017
2016-02-11 2015-12-31 13F-HR 80 123,577
2016-02-12 2015-09-30 13F-HR/A 1 N 7 7,715
2015-11-05 2015-09-30 13F-HR 72 108,209
2016-02-12 2015-06-30 13F-HR/A 1 N 7 7,457
2015-07-30 2015-06-30 13F-HR 69 110,096
2016-02-12 2015-03-31 13F-HR/A 1 N 7 7,023
2015-04-23 2015-03-31 13F-HR 72 110,041
2016-02-12 2014-12-31 13F-HR/A 2 N 7 6,202
2015-04-23 2014-12-31 13F-HR/A 1 N 1 365
2015-02-12 2014-12-31 13F-HR 73 110,422