Current Market Value 504,021,293
Current Holdings 39
Most Recent File Date 2025-07-08
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Twele Capital Management, Inc. . 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)
2025-07-08 2025-06-30 13F-HR 39 504,021
2025-04-10 2025-03-31 13F-HR 39 471,582
2025-01-14 2024-12-31 13F-HR 40 471,734
2024-10-08 2024-09-30 13F-HR 40 476,404
2024-07-11 2024-06-30 13F-HR 39 441,143
2024-04-15 2024-03-31 13F-HR 37 442,046
2024-01-16 2023-12-31 13F-HR 42 622,558
2023-10-12 2023-09-30 13F-HR 41 582,880
2023-07-24 2023-06-30 13F-HR 39 620,407
2023-04-25 2023-03-31 13F-HR 40 611,904
2023-01-31 2022-12-31 13F-HR 40 609,341,929
2022-10-26 2022-09-30 13F-HR 37 578,976
2022-07-19 2022-06-30 13F-HR 41 635,145
2022-04-14 2022-03-31 13F-HR 41 738,458
2022-01-26 2021-12-31 13F-HR 41 791,786
2021-10-21 2021-09-30 13F-HR 41 759,593
2021-07-20 2021-06-30 13F-HR 41 644,700
2021-04-20 2021-03-31 13F-HR 43 624,711
2021-01-22 2020-12-31 13F-HR 42 557,754
2020-10-14 2020-09-30 13F-HR 42 515,322
2020-07-20 2020-06-30 13F-HR 42 500,350
2020-04-16 2020-03-31 13F-HR 43 456,951
2020-01-23 2019-12-31 13F-HR 46 534,291
2019-10-17 2019-09-30 13F-HR 46 506,533
2019-07-18 2019-06-30 13F-HR 46 498,590
2019-04-16 2019-03-31 13F-HR 46 455,895
2019-01-17 2018-12-31 13F-HR 46 431,011
2018-10-22 2018-09-30 13F-HR 44 438,933
2018-07-20 2018-06-30 13F-HR 45 430,371
2018-04-18 2018-03-31 13F-HR 43 432,220
2018-01-22 2017-12-31 13F-HR 44 437,749
2017-10-16 2017-09-30 13F-HR 44 417,439
2017-07-24 2017-06-30 13F-HR 43 401,431
2017-04-10 2017-03-31 13F-HR 42 387,094
2017-01-09 2016-12-31 13F-HR 43 374,593
2016-10-19 2016-09-30 13F-HR 44 370,821
2016-07-12 2016-06-30 13F-HR 43 359,386
2016-04-20 2016-03-31 13F-HR 45 347,587
2016-01-14 2015-12-31 13F-HR 50 330,422
2015-10-19 2015-09-30 13F-HR 57 335,389
2015-07-10 2015-06-30 13F-HR 63 351,569
2015-04-15 2015-03-31 13F-HR 62 352,754
2015-01-15 2014-12-31 13F-HR 61 345,885
2014-10-14 2014-09-30 13F-HR 61 335,508
2014-07-07 2014-06-30 13F-HR 60 335,730
2014-04-09 2014-03-31 13F-HR 63 330,199
2014-01-09 2013-12-31 13F-HR 62 318,128
2013-10-17 2013-09-30 13F-HR 61 305,866
2013-07-15 2013-06-30 13F-HR 57 290,552