Current Market Value 266,539,366
Current Holdings 165
Most Recent File Date 2025-08-06
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Excalibur Management Corp . 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)
2025-08-06 2025-06-30 13F-HR 165 266,539
2025-05-08 2025-03-31 13F-HR 167 254,366
2025-02-12 2024-12-31 13F-HR 166 251,748
2024-11-14 2024-09-30 13F-HR 167 262,286
2024-08-09 2024-06-30 13F-HR 163 245,162
2024-05-13 2024-03-31 13F-HR 161 236,290
2024-02-12 2023-12-31 13F-HR 160 212,918
2023-11-13 2023-09-30 13F-HR 156 192,298
2023-08-08 2023-06-30 13F-HR 155 196,311
2023-05-08 2023-03-31 13F-HR 160 192,879
2023-02-10 2022-12-31 13F-HR 157 191,312
2022-11-04 2022-09-30 13F-HR 148 178,649
2022-07-25 2022-06-30 13F-HR 155 192,191
2022-05-03 2022-03-31 13F-HR 155 230,769
2022-02-10 2021-12-31 13F-HR 158 247,775
2021-10-28 2021-09-30 13F-HR 164 228,241
2021-07-26 2021-06-30 13F-HR 153 220,806
2021-05-03 2021-03-31 13F-HR 154 202,783
2021-01-26 2020-12-31 13F-HR 145 186,159
2020-11-02 2020-09-30 13F-HR 141 165,016
2020-08-14 2020-06-30 13F-HR 121 150,171
2020-05-15 2020-03-31 13F-HR 130 129,585
2020-02-04 2019-12-31 13F-HR 110 152,986
2019-10-21 2019-09-30 13F-HR 65 111,403
2019-07-26 2019-06-30 13F-HR 61 108,500
2019-04-24 2019-03-31 13F-HR 61 106,046
2019-01-28 2018-12-31 13F-HR 59 98,984
2018-10-25 2018-09-30 13F-HR 67 117,082
2018-07-26 2018-06-30 13F-HR 77 125,624
2018-04-23 2018-03-31 13F-HR 77 123,000
2018-01-22 2017-12-31 13F-HR 77 119,082
2017-10-25 2017-09-30 13F-HR 78 117,706
2017-07-24 2017-06-30 13F-HR 70 111,597
2017-04-25 2017-03-31 13F-HR 71 112,331
2017-01-25 2016-12-31 13F-HR 71 109,814
2016-10-25 2016-09-30 13F-HR 70 105,387
2016-07-25 2016-06-30 13F-HR 72 116,303
2016-04-25 2016-03-31 13F-HR 71 111,631
2016-01-26 2015-12-31 13F-HR 71 107,526
2015-10-23 2015-09-30 13F-HR 61 99,981
2015-07-24 2015-06-30 13F-HR 69 106,873
2015-04-29 2015-03-31 13F-HR 64 103,393
2015-01-26 2014-12-31 13F-HR 0 0
2014-10-23 2014-09-30 13F-HR 64 97,261
2014-07-23 2014-06-30 13F-HR 62 95,803
2014-04-24 2014-03-31 13F-HR 59 91,279
2014-01-31 2013-12-31 13F-HR 60 91,675
2013-11-04 2013-09-30 13F-HR 60 85,180
2013-08-09 2013-06-30 13F-HR 57 80,576