Current Market Value 217,440,896
Current Holdings 96
Most Recent File Date 2025-07-17
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wd Rutherford 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)
2025-07-17 2025-06-30 13F-HR 96 217,441
2025-04-17 2025-03-31 13F-HR 73 187,859
2025-01-30 2024-12-31 13F-HR 71 210,868
2024-10-25 2024-09-30 13F-HR 78 204,741
2024-07-25 2024-06-30 13F-HR 97 199,196
2024-04-16 2024-03-31 13F-HR 94 193,217
2024-02-02 2023-12-31 13F-HR 71 171,879
2023-10-24 2023-09-30 13F-HR 71 145,860
2023-07-18 2023-06-30 13F-HR 80 156,428
2023-04-11 2023-03-31 13F-HR 76 141,947
2023-01-30 2022-12-31 13F-HR 130 127,400
2022-11-03 2022-09-30 13F-HR 135 124,525
2022-07-25 2022-06-30 13F-HR 113 129,494
2022-05-10 2022-03-31 13F-HR 133 175,039
2022-01-28 2021-12-31 13F-HR 125 197,505
2021-11-01 2021-09-30 13F-HR 127 184,112
2021-07-19 2021-06-30 13F-HR 123 179,758
2021-05-07 2021-03-31 13F-HR 121 160,767
2021-02-08 2020-12-31 13F-HR 115 158,072