Advertisement
Screener

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV Last Quarter Change: USA Rights, Reduced

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV quarter change: USA Rights, Reduced

In rights (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 752365): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

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