13F Filings History of Bedminster, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Bedminster, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Bedminster, LLC reported 51 equity holdings with a total reported market value of $117,052,158 for Q2 2026. Top reported holdings included IVV, SPY, DYNF, BINC, and CORO.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Gene Balerna - Chief Compliance Officer
Manager location
Bluffton, SC

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$117,052,158
Quarter delta
+$9,568,700
Accepted
04 Aug 2026, 09:44
Rows shown
1-3 of 3
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 51 $117,052,158 +$9,198,518 -$11,615,380 -$2,416,862 IVV, SPY, DYNF, BINC, CORO 13F-HR 04 Aug 2026, 09:44
Q1 2026 53 $107,483,458 +$10,632,540 -$9,745,265 +$887,275 IVV, SPY, DYNF, BINC, QUAL 13F-HR 24 Apr 2026, 17:36
Q4 2025 53 $108,853,244 $0 $0 $0 IVV, SPY, DYNF, VWO, QUAL 13F-HR 05 Feb 2026, 11:17
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