Current Market Value 289,955,088
Current Holdings 78
Most Recent File Date 2025-07-28
Total Filings on Record 36
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baker Boyer National Bank . 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)
2025-07-28 2025-06-30 13F-HR 78 289,955
2025-04-29 2025-03-31 13F-HR 73 271,087
2025-01-23 2024-12-31 13F-HR 79 289,463
2024-10-18 2024-09-30 13F-HR 78 297,981
2024-08-07 2024-06-30 13F-HR 74 286,202
2024-04-12 2024-03-31 13F-HR 80 290,368
2024-01-12 2023-12-31 13F-HR 79 272,122
2023-10-12 2023-09-30 13F-HR 80 245,970
2023-07-11 2023-06-30 13F-HR 83 270,447
2023-04-17 2023-03-31 13F-HR 80 259,549
2023-01-23 2022-12-31 13F-HR 79 238,200
2022-10-14 2022-09-30 13F-HR 79 225,281
2022-07-08 2022-06-30 13F-HR 81 197,155
2022-04-15 2022-03-31 13F-HR 81 207,785
2022-01-24 2021-12-31 13F-HR 85 217,586
2022-07-07 2021-06-30 13F-HR 81 197,155
2018-04-19 2018-03-31 13F-HR 67 33,005
2018-01-19 2017-12-31 13F-HR 57 33,215
2017-10-16 2017-09-30 13F-HR 55 30,327
2017-07-10 2017-06-30 13F-HR 44 25,095
2017-04-11 2017-03-31 13F-HR 40 24,443
2017-01-09 2016-12-31 13F-HR 40 23,009
2016-10-12 2016-09-30 13F-HR 42 24,263
2016-07-13 2016-06-30 13F-HR 37 21,858
2016-04-12 2016-03-31 13F-HR 33 21,408
2016-01-11 2015-12-31 13F-HR 34 21,269
2015-10-14 2015-09-30 13F-HR 34 20,516
2015-07-09 2015-06-30 13F-HR 50 48,022
2015-04-08 2015-03-31 13F-HR 51 48,991
2015-01-21 2014-12-31 13F-HR 16 17,994
2014-10-20 2014-09-30 13F-HR 50 51,060
2014-07-21 2014-06-30 13F-HR 51 54,684
2014-04-15 2014-03-31 13F-HR 51 51,178
2014-01-17 2013-12-31 13F-HR 49 51,684
2013-10-25 2013-09-30 13F-HR 39 45,374
2013-07-11 2013-06-30 13F-HR 41 46,371,706