Current Market Value 744,061,215
Current Holdings 192
Most Recent File Date 2025-07-16
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RWM Asset 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 192 744,061
2025-04-14 2025-03-31 13F-HR 162 630,276
2025-01-24 2024-12-31 13F-HR 167 612,176
2024-10-15 2024-09-30 13F-HR 162 570,234
2024-07-25 2024-06-30 13F-HR 154 556,467
2024-04-09 2024-03-31 13F-HR 157 557,971
2024-01-19 2023-12-31 13F-HR 159 532,360
2023-10-10 2023-09-30 13F-HR 161 495,477
2023-07-26 2023-06-30 13F-HR 168 522,497
2023-04-26 2023-03-31 13F-HR 185 483,367
2023-01-27 2022-12-31 13F-HR 675 462,035
2022-10-25 2022-09-30 13F-HR 586 445,254
2022-07-15 2022-06-30 13F-HR 613 453,880
2022-04-21 2022-03-31 13F-HR 539 513,866
2022-01-20 2021-12-31 13F-HR 551 518,902
2021-10-28 2021-09-30 13F-HR 522 498,206
2021-07-27 2021-06-30 13F-HR 183 522,648
2021-04-22 2021-03-31 13F-HR 547 479,305
2021-02-05 2020-12-31 13F-HR 510 479,578