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Manager record

Bellevue Asset Management, Llc

Bellevue, WA · CIK 1801619 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$216.74MReported 13F valueQ2 2026 · as filed
578Holdings listed
+8.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $205.5M$205.5MQ2 2025472 holdingsQ3 2025: $217.3M$217.3MQ3 2025487 holdingsQ4 2025: $309.3M$309.3MQ4 2025489 holdingsQ1 2026: $199.8M$199.8MQ1 2026369 holdingsQ2 2026: $216.7M$216.7MQ2 2026578 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$216.74M · 578 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$199.84M · 369 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$309.25M · 489 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$217.31M · 487 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$205.47M · 472 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology