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Manager record

Stockman Wealth Management, Inc.

Billings, MT · CIK 1389400 · 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.

$960.42MReported 13F valueQ3 2026 · as filed
178Holdings listed
-0.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $735.9M$735.9MQ2 2025173 holdingsQ3 2025: $805.8M$805.8MQ3 2025175 holdingsQ4 2025: $858.6M$858.6MQ4 2025178 holdingsQ1 2026: $906.2M$906.2MQ1 2026178 holdingsQ2 2026: $967.7M$967.7MQ2 2026178 holdingsQ3 2026: $960.4M$960.4MQ3 2026178 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
Oct 27 2026 13F-HR · period Q3 2026

$960.42M · 178 holdings listed · View original SEC filing ↗
Aug 11 2026 13F-HR · period Q2 2026

$967.73M · 178 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$906.19M · 178 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR/A · period Q4 2025

$858.61M · 178 holdings listed · amendment (restatement) · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$858.61M · 178 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$805.82M · 175 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$735.87M · 173 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: Q3 2026 · latest filing Oct 27, 2026 · Change methodology