• 13F History

ROCKY MOUNTAIN ADVISERS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$337M
Signature - Title
Joel Looney - President
Location
Salina, KS
Summary
This page shows a list of all the recent 13F filings made by ROCKY MOUNTAIN ADVISERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROCKY MOUNTAIN ADVISERS, LLC reported 281 stock holdings with total value $337M as of Q4 2024. Top holdings included SRHQ, SRHR, SCHD, JPM, and UTF.
Holdings Value

List of Other Managers Reporting for ROCKY MOUNTAIN ADVISERS, LLC:

Name Holdings Value Location File Number
Paralel Advisors LLC $2.34B Denver, CO 028-21764
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 281 $337M +$39.8M -$2.06M +$37.8M SRHQ, SRHR, SCHD, JPM, UTF 13F-HR 1/29/2025, 02:26 PM
Q3 2024 285 $329M +$5.56M -$6.57M -$1.01M SRHQ, SRHR, SCHD, JPM, UTF 13F-HR 11/1/2024, 11:40 AM
Q2 2024 290 $299M +$1.59M -$6.49M -$4.9M SRHQ, SRHR, SCHD, JPM, UTF 13F-HR 8/6/2024, 12:25 PM
Q1 2024 306 $315M +$15M -$5.32M +$9.7M SRHQ, SRHR, SCHD, JPM, UTF 13F-HR 4/26/2024, 03:55 PM
Q4 2023 298 $286M +$59.2M -$1.06M +$58.1M SRHQ, SRHR, SCHD, JPM, UTF 13F-HR 1/24/2024, 10:59 AM
Q3 2023 302 $205M +$17.3M -$3.96M +$13.3M SRHQ, SCHD, JPM, UTF, SCHB 13F-HR 10/31/2023, 03:47 PM
Q2 2023 268 $186M +$959 +$959 SRHQ, UTF, JPM, SCHB, BRKA 13F-HR 7/27/2023, 02:47 PM
Q1 2023 282 $188M +$3.86M -$1M +$2.86M SRHQ, UTF, JPM, SCHB, BRKA 13F-HR 4/19/2023, 02:29 PM
Q4 2022 287 $180M +$98.9M -$855K +$98M SRHQ, UTF, JPM, SCHB, BRKA 13F-HR 2/1/2023, 04:13 PM
Q3 2022 305 $76.8M +$3.61M -$2.08M +$1.53M UTF, JPM, SCHB, SCHD, BRKA 13F-HR 10/17/2022, 04:11 PM
Q2 2022 294 $81.1M +$6.23M -$697K +$5.53M UTF, JPM, SCHB, BRKA, SCHD 13F-HR 7/26/2022, 04:49 PM
Q1 2022 300 $90.1M +$7.18M -$391K +$6.79M UTF, SCHB, JPM, BRKA, BRKB 13F-HR 4/27/2022, 11:09 AM
Q4 2021 300 $87.9M +$1.91M -$735K +$1.17M UTF, SCHB, JPM, SCHD, BRKB 13F-HR 2/9/2022, 01:33 PM
Q3 2021 299 $82.1M +$4.1M -$1.5M +$2.6M UTF, JPM, SCHB, SCHD, BRKB 13F-HR 10/26/2021, 04:26 PM
Q2 2021 297 $80.3M +$6.25M -$178K +$6.07M UTF, JPM, SCHB, SCHD, BRKB 13F-HR 7/22/2021, 03:23 PM
Q1 2021 294 $70.3M +$6.25M -$1.11M +$5.14M UTF, JPM, SCHB, BRKB, SCHD 13F-HR 4/27/2021, 04:26 PM
Q4 2020 288 $60.5M +$2.24M -$440K +$1.8M UTF, JPM, SCHB, BRKB, WMT 13F-HR 1/22/2021, 02:19 PM
Q3 2020 297 $52M +$10.5M -$369K +$10.1M UTF, JPM, SCHB, BRKB, WMT 13F-HR 10/21/2020, 04:39 PM
Q2 2020 274 $40.2M +$1.19M -$706K +$489K UTF, JPM, SCHB, WMT, BRKB 13F-HR 7/27/2020, 12:22 PM
Q1 2020 258 $36M +$10.8M -$144K +$10.6M UTF, JPM, BRKB, WMT, SCHB 13F-HR 4/29/2020, 10:54 AM
Q4 2019 256 $31M +$286K -$325K -$39.2K BRKB, SCHB, SCHD, STEW, VIG 13F-HR 1/31/2020, 03:35 PM
Q3 2019 261 $29.7M +$282K -$355K -$72.6K BRKB, SCHB, STEW, SCHD, VIG 13F-HR 10/25/2019, 02:09 PM
Q2 2019 267 $29.3M +$3.49M -$551K +$2.94M BRKB, SCHB, STEW, SCHD, VIG 13F-HR 7/26/2019, 03:12 PM
Q1 2019 260 $28.2M +$3.56M -$923K +$2.63M SCHB, STEW, SCHD, VIG, SO 13F-HR 4/25/2019, 12:15 PM
Q4 2018 252 $25.9M +$380K -$701K -$320K BRKB, STEW, SCHB, SCHD, VIG 13F-HR 1/22/2019, 02:11 PM
Q3 2018 279 $29.2M +$1.23M -$96.7K +$1.13M BRKB, STEW, SCHB, SCHD, VIG 13F-HR 10/23/2018, 04:56 PM
Q2 2018 268 $26.7M +$1.82M -$107K +$1.71M BRKB, STEW, SCHB, VIG, SCHD 13F-HR 8/14/2018, 12:38 PM
Q1 2018 232 $25.2M +$560K -$45.8K +$514K BRKB, STEW, SCHB, VIG, SCHD 13F-HR 5/15/2018, 06:09 PM
Q4 2017 225 $25.3M +$877K -$239K +$638K BRKB, STEW, SCHB, VIG, SCHD 13F-HR 2/14/2018, 04:59 PM
Q3 2017 230 $23.6M +$2.3M -$184K +$2.11M BRKB, STEW, VIG, WTW, SCHP 13F-HR 11/14/2017, 04:13 PM
Q2 2017 203 $21M +$319K -$1.09M -$769K BRKB, STEW, VIG, SCHP, WTW 13F-HR 8/14/2017, 03:21 PM
Q1 2017 208 $21.4M +$790K -$25.6K +$765K BRKB, WTW, STEW, VIG, SCHP 13F-HR 5/15/2017, 02:11 PM
Q4 2016 208 $20.1M +$914K -$102K +$812K BRKB, WTW, STEW, VIG, SO 13F-HR 2/14/2017, 04:30 PM
Q3 2016 205 $19.1M +$170K -$22.7K +$147K BRKB, WTW, STEW, SO, VIG 13F-HR 11/14/2016, 03:15 PM
Q2 2016 208 $18.8M +$712K -$436K +$276K BRKB, WTW, STEW, SO, VIG 13F-HR 8/15/2016, 05:09 PM
Q1 2016 219 $18.1M +$2.25M -$26.4K +$2.23M WTW, BRKB, STEW, SO, VIG 13F-HR 5/16/2016, 04:39 PM
Q4 2015 219 $17M +$554K -$1.12M -$570K TW, BRKB, STEW, SO, VIG 13F-HR 2/16/2016, 03:10 PM
Q3 2015 223 $17M +$2.65M -$288K +$2.37M TW, BRKB, STEW, SO, VIG 13F-HR 11/16/2015, 03:03 PM
Q2 2015 228 $15.8M +$1.28M -$21.8K +$1.26M TW, BRKB, STEW, VIG, MMM 13F-HR 8/14/2015, 05:16 PM
Q1 2015 223 $15.1M +$1.16M -$487K +$671K TW, BRKB, STEW, VIG, WMT 13F-HR 5/15/2015, 04:48 PM
Q4 2014 225 $14.6M +$1.18M -$160K +$1.02M TW, BRKB, VIG, WMT, MMM 13F-HR 2/11/2015, 02:59 PM
Q3 2014 210 $12.9M +$462K -$213K +$249K TW, BRKB, IBM, WMT, BRKA 13F-HR 11/14/2014, 04:21 PM
Q2 2014 143 $12.7M +$354K -$24.7K +$329K TW, BRKB, BRKA, IBM, WMT 13F-HR 8/14/2014, 04:50 PM
Q1 2014 138 $12.5M +$2.86M -$229K +$2.63M TW, BRKB, BRKA, IBM, WMT 13F-HR 5/15/2014, 03:06 PM
Q4 2013 146 $10.2M BRKB, TW, BRKA, IBM, WMT 13F-HR 2/14/2014, 02:32 PM