Current Market Value 396,337,243
Current Holdings 94
Most Recent File Date 2026-04-08
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lpwm 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)
2026-04-08 2026-03-31 13F-HR 94 396,337
2026-01-06 2025-12-31 13F-HR 87 396,433
2025-10-17 2025-09-30 13F-HR 84 374,844
2025-07-08 2025-06-30 13F-HR 83 342,832
2025-04-14 2025-03-31 13F-HR 84 310,457
2025-01-14 2024-12-31 13F-HR 78 311,325
2024-10-07 2024-09-30 13F-HR 77 305,440
2024-07-15 2024-06-30 13F-HR 77 289,592
2024-04-15 2024-03-31 13F-HR 72 272,340
2024-01-12 2023-12-31 13F-HR 70 252,959
2023-10-10 2023-09-30 13F-HR 67 222,394
2023-07-14 2023-06-30 13F-HR 67 226,656
2023-07-14 2023-06-30 13F-HR 67 226,656
2023-04-10 2023-03-31 13F-HR 68 208,004
2023-01-25 2022-12-31 13F-HR 59 185,877
2022-11-08 2022-09-30 13F-HR 58 167,791
2022-08-15 2022-06-30 13F-HR 61 179,352
2022-04-13 2022-03-31 13F-HR 66 200,842
2022-02-14 2021-12-31 13F-HR 67 188,491
2021-10-13 2021-09-30 13F-HR 61 168,385
2021-08-13 2021-06-30 13F-HR 63 166,556
2021-05-17 2021-03-31 13F-HR 57 148,721
2021-02-16 2020-12-31 13F-HR 53 133,973
2020-11-16 2020-09-30 13F-HR 50 123,219
2020-08-13 2020-06-30 13F-HR 46 109,616
2020-05-07 2020-03-31 13F-HR 44 91,805
2020-01-30 2019-12-31 13F-HR 43 108,164