Current Market Value 563,722,826
Current Holdings 222
Most Recent File Date 2025-08-05
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Kesler, Norman & Wride, 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)
2025-08-05 2025-06-30 13F-HR 222 563,723
2025-05-01 2025-03-31 13F-HR 209 525,487
2025-02-12 2024-12-31 13F-HR 214 463,286
2024-10-08 2024-09-30 13F-HR 223 509,438
2024-07-24 2024-06-30 13F-HR 169 471,308
2024-04-19 2024-03-31 13F-HR 153 471,231
2024-01-10 2023-12-31 13F-HR 156 436,560
2023-11-13 2023-09-30 13F-HR 161 397,964
2023-07-27 2023-06-30 13F-HR 156 412,484
2023-04-11 2023-03-31 13F-HR 153 396,809
2023-02-07 2022-12-31 13F-HR 156 388,356
2022-10-19 2022-09-30 13F-HR 157 358,750
2022-08-04 2022-06-30 13F-HR 148 360,653
2022-04-14 2022-03-31 13F-HR 142 449,436
2022-02-07 2021-12-31 13F-HR 146 472,322
2021-10-28 2021-09-30 13F-HR 148 424,449
2021-08-13 2021-06-30 13F-HR 155 434,454
2021-04-19 2021-03-31 13F-HR 151 402,923
2021-02-03 2020-12-31 13F-HR 146 359,124