Current Market Value 381,551,028
Current Holdings 158
Most Recent File Date 2025-08-14
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Kelly Lawrence W & Associates Inc/ca . 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)
2025-08-14 2025-06-30 13F-HR 158 381,551
2025-05-14 2025-03-31 13F-HR 163 411,681
2025-02-13 2024-12-31 13F-HR 169 428,692
2024-11-14 2024-09-30 13F-HR 172 443,523
2024-08-13 2024-06-30 13F-HR 178 438,555
2024-05-15 2024-03-31 13F-HR 178 439,485
2024-02-14 2023-12-31 13F-HR 172 416,729
2023-11-14 2023-09-30 13F-HR 164 372,524
2023-08-14 2023-06-30 13F-HR 161 386,673
2023-05-15 2023-03-31 13F-HR 166 368,956
2023-02-14 2022-12-31 13F-HR 165 350,819
2022-11-15 2022-09-30 13F-HR 180 357,878
2022-08-15 2022-06-30 13F-HR 180 364,990
2022-05-16 2022-03-31 13F-HR 160 468,411
2022-02-11 2021-12-31 13F-HR 168 505,639
2021-11-15 2021-09-30 13F-HR 157 473,173
2021-08-16 2021-06-30 13F-HR 157 464,976
2021-05-17 2021-03-31 13F-HR 150 422,426
2021-02-12 2020-12-31 13F-HR 98 252,752
2020-11-13 2020-09-30 13F-HR 127 335,766
2020-08-14 2020-06-30 13F-HR 124 483,099
2020-05-14 2020-03-31 13F-HR 123 410,741
2020-02-14 2019-12-31 13F-HR 132 638,096
2019-11-14 2019-09-30 13F-HR 134 599,740
2019-08-14 2019-06-30 13F-HR 134 586,109
2019-05-15 2019-03-31 13F-HR 128 553,770
2019-02-14 2018-12-31 13F-HR 130 462,725
2018-11-13 2018-09-30 13F-HR 135 607,706
2018-08-14 2018-06-30 13F-HR 134 543,761
2018-05-15 2018-03-31 13F-HR 136 528,183
2018-02-14 2017-12-31 13F-HR 158 543,698
2017-11-15 2017-09-30 13F-HR 137 524,827
2017-08-01 2017-06-30 13F-HR 131 505,481
2017-05-12 2017-03-31 13F-HR 230 484,250
2017-02-14 2016-12-31 13F-HR 160 450,855
2016-11-14 2016-09-30 13F-HR 171 466,920
2016-08-15 2016-06-30 13F-HR 188 432,676
2016-05-16 2016-03-31 13F-HR 161 399,112
2016-02-16 2015-12-31 13F-HR 165 442,176
2015-11-12 2015-09-30 13F-HR 148 430,853
2015-08-13 2015-06-30 13F-HR 146 502,094
2015-05-14 2015-03-31 13F-HR 130 463,435
2015-02-12 2014-12-31 13F-HR 136 479,873
2014-11-14 2014-09-30 13F-HR 83 470,050
2014-08-15 2014-06-30 13F-HR 138 469,137
2014-05-15 2014-03-31 13F-HR 137 435,778
2014-02-14 2013-12-31 13F-HR 134 448,885
2013-11-27 2013-09-30 13F-HR 78 422,944
2013-08-14 2013-06-30 13F-HR 124 393,865