Prudent Man Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$295M
Signature - Title
Kevin Kulling - Deputy Chief Compliance Officer
Location
Naperville, IL
Summary
This page shows a list of all the recent 13F filings made by Prudent Man Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prudent Man Advisors, LLC reported 181 stock holdings with total value $295M as of Q3 2024. Top holdings included VTI, BND, HYG, ESGU, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 181 $295M +$16.6M -$13.9M +$2.76M VTI, BND, HYG, ESGU, VEA 13F-HR 11/7/2024, 11:32 AM
Q2 2024 171 $279M +$22.6M -$6.2M +$16.4M VTI, BND, HYG, ESGU, VEA 13F-HR 8/13/2024, 02:56 PM
Q1 2024 175 $263M +$8.04M -$25M -$17M VTI, BND, HYG, ESGU, VEA 13F-HR 5/14/2024, 01:22 PM
Q4 2023 185 $264M +$6.78M -$15.4M -$8.6M VTI, BND, HYG, ESGU, VEA 13F-HR 2/13/2024, 09:52 AM
Q3 2023 186 $249M +$11.6M -$18.2M -$6.58M VTI, BND, HYG, VEA, ESGU 13F-HR 11/9/2023, 01:02 PM
Q2 2023 205 $266M +$7.99M -$7.74M +$244K VTI, BND, HYG, ESGU, VEA 13F-HR 8/10/2023, 04:13 PM
Q1 2023 200 $256M +$9.65M -$10.4M -$725K VTI, BND, HYG, VEA, ESGU 13F-HR 5/5/2023, 11:15 AM
Q4 2022 200 $247M +$31.1M -$9.91M +$21.2M VTI, BND, HYG, VEA, ESGU 13F-HR 2/13/2023, 09:23 AM
Q3 2022 168 $211M +$15.4M -$5.17M +$10.3M VTI, BND, HYG, VEA, BSV 13F-HR 11/9/2022, 11:43 AM
Q2 2022 159 $214M +$14.9M -$14.8M +$119K VTI, BND, HYG, VEA, ESGU 13F-HR 8/5/2022, 12:17 PM
Q1 2022 185 $247M +$6.86M -$10.4M -$3.51M VTI, BND, HYG, VEA, ESGU 13F-HR 5/9/2022, 12:48 PM
Q4 2021 186 $263M +$4.77M -$23.7M -$18.9M VTI, BND, HYG, VEA, ESGU 13F-HR 2/10/2022, 01:42 PM
Q3 2021 207 $264M +$16M -$10.5M +$5.5M VTI, BND, HYG, VEA, ESGU 13F-HR 11/10/2021, 10:30 AM
Q2 2021 209 $259M +$19.1M -$10.5M +$8.64M VTI, BND, HYG, VEA, BSV 13F-HR 8/3/2021, 12:11 PM
Q1 2021 197 $238M +$11.9M -$10.1M +$1.82M VTI, BND, HYG, VEA, BSV 13F-HR 5/14/2021, 05:08 PM
Q4 2020 182 $224M +$25.7M -$3.46M +$22.2M VTI, BND, HYG, VEA, BSV 13F-HR 2/10/2021, 06:52 PM
Q3 2020 158 $181M +$76.5M -$12.1M +$64.4M VTI, BND, HYG, VEA, IWM Restatement 11/16/2020, 12:38 PM
Q2 2020 150 $113M $0 $0 BND, HYG, VEA, MSFT, IWM 13F-HR 8/12/2020, 12:49 PM