Eagle Bluffs Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$186M
Signature - Title
Edgerly Roberts - Chief Compliance Officer
Location
Columbia, MO
Summary
This page shows a list of all the recent 13F filings made by Eagle Bluffs Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Eagle Bluffs Wealth Management LLC reported 73 stock holdings with total value $186M as of Q3 2024. Top holdings included BBN, IDV, EMXC, NVDA, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 73 $186M +$3.89M -$606K +$3.28M BBN, IDV, EMXC, NVDA, JEPI 13F-HR 11/4/2024, 08:42 AM
Q2 2024 73 $172M +$16.8M -$2.33M +$14.5M BBN, IDV, EMXC, NVDA, JEPI 13F-HR 7/19/2024, 07:46 PM
Q1 2024 69 $161M +$9.59M -$3.34M +$6.24M BBN, IDV, EMXC, JEPI, NAD 13F-HR 4/22/2024, 09:52 AM
Q4 2023 66 $147M +$7.74M -$3.19M +$4.55M BBN, IDV, EMXC, JEPI, NAD 13F-HR 1/30/2024, 11:04 AM
Q3 2023 65 $130M +$31.1M -$24.3M +$6.79M BBN, IDV, EMXC, JEPI, NBB 13F-HR 10/30/2023, 09:33 AM
Q2 2023 67 $130M +$2.76M -$409K +$2.35M BBN, VEA, JEPI, EMXC, NBB 13F-HR 7/18/2023, 04:45 PM
Q1 2023 66 $122M +$23M -$2.83M +$20.2M BBN, VEA, JEPI, EMXC, NBB 13F-HR 5/4/2023, 04:44 PM
Q4 2022 61 $95.4M +$11.1M -$8.03M +$3.04M BBN, VEA, JEPI, EMXC, NBB 13F-HR 1/25/2023, 02:50 PM
Q3 2022 58 $86.6M +$6.16M -$2.94M +$3.22M BBN, VEA, NEA, VWO, JEPI 13F-HR 11/14/2022, 01:26 PM
Q2 2022 62 $92.9M +$13.5M -$9.7M +$3.81M BBN, VEA, NEA, VWO, JEPI 13F-HR 8/12/2022, 11:52 AM
Q1 2022 64 $104M +$25.3M -$9.3M +$16M BBN, VEA, JEPI, NEA, VWO 13F-HR 5/16/2022, 03:45 PM
Q4 2021 61 $95.8M $0 $0 BBN, JEPI, VEA, NEA, VWO 13F-HR 2/14/2022, 08:50 PM