Current Market Value 260,526,254
Current Holdings 128
Most Recent File Date 2026-04-30
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Owen LaRue, 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.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-30 2026-03-31 13F-HR 128 260,526
2026-02-05 2025-12-31 13F-HR 120 262,920
2025-10-31 2025-09-30 13F-HR 117 254,186
2025-07-16 2025-06-30 13F-HR 104 235,182
2025-05-12 2025-03-31 13F-HR 92 200,754
2025-02-14 2024-12-31 13F-HR 90 191,380
2024-11-13 2024-09-30 13F-HR 95 188,306
2024-07-24 2024-06-30 13F-HR 83 161,605
2024-05-13 2024-03-31 13F-HR 89 159,822
2024-02-05 2023-12-31 13F-HR 74 105,120
2023-11-16 2023-09-30 13F-HR 72 90,912
2023-08-10 2023-06-30 13F-HR 73 95,114
2023-05-16 2023-03-31 13F-HR 72 92,489
2023-02-14 2022-12-31 13F-HR 72 92,489