Advertisement
Screener

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV Current Holdings: Foreign Other Stocks

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV current holdings: Foreign Other Stocks

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported $0.00 billion in shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), 0 positions, in its Form 13F for the quarter ended 2026-06-30.

Form 13F-HR as filed (SEC CIK 752365): quarter ended 2026-06-30, filed 2026-08-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

No position of this class in the Form 13F-HR for the quarter ended 2026-06-30.

Similar Firms

Firm NameCountry13F ValueHoldings
WHITE PINE CAPITAL LLCUnited States$0.355B228
Clean Yield GroupUnited States$0.355B386
OAK FAMILY ADVISORS, LLCUnited States$0.355B123
EQ LLCUnited States$0.355B74
Seaside Wealth Management, Inc.United States$0.356B65
Headland Capital, LLCUnited States$0.355B61
Private Wealth Advisors, LLCUnited States$0.356B95
Sandbox Financial Partners, LLCUnited States$0.356B117
Supplemental Annuity Collective Trust of NJUnited States$0.355B297
LIBRA WEALTH LLCUnited States$0.355B66