Current Market Value 334,796,218
Current Holdings 107
Most Recent File Date 2025-08-15
Total Filings on Record 18
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Alaethes Wealth 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)
2025-08-15 2025-06-30 13F-HR 107 334,796
2025-05-19 2025-03-31 13F-HR 106 273,005
2025-02-14 2024-12-31 13F-HR 107 279,864
2024-11-14 2024-09-30 13F-HR 112 271,078
2024-08-13 2024-06-30 13F-HR 108 241,921
2024-05-15 2024-03-31 13F-HR 110 228,823
2024-02-12 2023-12-31 13F-HR 113 211,270
2023-11-13 2023-09-30 13F-HR 109 182,539
2023-08-14 2023-06-30 13F-HR 108 182,204
2023-05-16 2023-03-31 13F-HR 108 170,562
2023-02-13 2022-12-31 13F-HR 103 145,502
2022-11-14 2022-09-30 13F-HR 99 136,028
2022-08-16 2022-06-30 13F-HR 101 134,871
2022-05-16 2022-03-31 13F-HR 302 157,349
2022-02-15 2021-12-31 13F-HR 292 158,781
2021-11-16 2021-09-30 13F-HR 282 137,506
2021-08-13 2021-06-30 13F-HR 269 129,565
2021-05-04 2021-03-31 13F-HR 87 107,933