Current Market Value 382,971,510
Current Holdings 208
Most Recent File Date 2025-07-29
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Dumont & Blake Investment Advisors 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)
2025-07-29 2025-06-30 13F-HR 208 382,972
2025-04-08 2025-03-31 13F-HR 206 356,748
2025-01-23 2024-12-31 13F-HR 202 372,537
2024-10-23 2024-09-30 13F-HR 201 375,144
2024-07-24 2024-06-30 13F-HR 198 706,351
2024-04-17 2024-03-31 13F-HR 199 347,441
2024-01-23 2023-12-31 13F-HR 201 323
2023-10-30 2023-09-30 13F-HR 190 296
2023-08-03 2023-06-30 13F-HR 191 308
2023-04-14 2023-03-31 13F-HR 195 295
2023-01-26 2022-12-31 13F-HR 190 282
2022-10-24 2022-09-30 13F-HR 191 267,192
2022-08-03 2022-06-30 13F-HR 202 306,140
2022-04-27 2022-03-31 13F-HR 214 366,160
2022-01-31 2021-12-31 13F-HR 210 383,696
2021-11-02 2021-09-30 13F-HR 209 349,829
2021-07-22 2021-06-30 13F-HR 208 351,653
2021-05-03 2021-03-31 13F-HR 203 325,860
2021-01-29 2020-12-31 13F-HR 198 292,625
2020-10-30 2020-09-30 13F-HR 187 263,222
2020-07-31 2020-06-30 13F-HR 177 239,316
2020-05-05 2020-03-31 13F-HR 171 194,996
2020-02-05 2019-12-31 13F-HR 185 254,286
2019-11-12 2019-09-30 13F-HR 184 237,571
2019-08-01 2019-06-30 13F-HR 185 240,104
2019-04-04 2019-03-31 13F-HR 183 236,212
2019-02-07 2018-12-31 13F-HR 181 213,449
2018-10-19 2018-09-30 13F-HR 186 256,439
2018-07-25 2018-06-30 13F-HR 189 238,469
2018-04-26 2018-03-31 13F-HR 193 234,560
2018-02-15 2017-12-31 13F-HR 201 246,363
2017-10-31 2017-09-30 13F-HR 197 233,570
2017-07-28 2017-06-30 13F-HR 198 225,620
2017-05-04 2017-03-31 13F-HR 191 221,676
2017-01-11 2016-12-31 13F-HR 193 213,214
2016-11-02 2016-09-30 13F-HR 188 203,712
2016-08-02 2016-06-30 13F-HR/A 1 R 189 199,401
2016-08-01 2016-06-30 13F-HR 179 193,352
2016-04-21 2016-03-31 13F-HR 179 193,352
2016-01-27 2015-12-31 13F-HR 182 196,099
2015-10-28 2015-09-30 13F-HR 170 185,122
2015-07-20 2015-06-30 13F-HR 170 204,605
2015-04-28 2015-03-31 13F-HR 168 206,059
2015-02-03 2014-12-31 13F-HR 0 0
2014-10-28 2014-09-30 13F-HR 161 193,880
2014-07-22 2014-06-30 13F-HR 158 199,168
2014-04-29 2014-03-31 13F-HR 154 192,219
2014-02-03 2013-12-31 13F-HR 153 193,982
2013-11-05 2013-09-30 13F-HR 151 210,354
2013-08-23 2013-06-30 13F-HR/A 1 R 134 166,512
2013-08-07 2013-06-30 13F-HR 124 165,248