Current Market Value 656,197,245
Current Holdings 226
Most Recent File Date 2025-07-23
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Eagle Strategies 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)
2025-07-23 2025-06-30 13F-HR 226 656,197
2025-04-23 2025-03-31 13F-HR 213 575,090
2025-02-14 2024-12-31 13F-HR 215 577,794
2024-10-25 2024-09-30 13F-HR 210 553,644
2024-08-08 2024-06-30 13F-HR 208 522,872
2024-04-23 2024-03-31 13F-HR 265 450,071
2024-01-26 2023-12-31 13F-HR 190 467,050
2023-11-08 2023-09-30 13F-HR 176 406,344
2023-08-03 2023-06-30 13F-HR 181 411,411
2023-04-24 2023-03-31 13F-HR 173 400,187
2023-02-06 2022-12-31 13F-HR 164 334,640
2022-11-14 2022-09-30 13F-HR 100 191,348
2022-08-10 2022-06-30 13F-HR 132 274,241
2022-05-02 2022-03-31 13F-HR 137 255,977
2022-02-11 2021-12-31 13F-HR 143 256,512