WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV opened 7 positions, added to 59, reduced 45, sold out of 1 and left 1 unchanged. The largest increase in value was LLY (+$5,870,215); the largest decrease was WMT (-$993,922).
- FEOE: Country of operation United States; Class FIRST EAGLE OVER; Shares 2026-03-31 9,290; Shares 2026-06-30 0.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WHITE PINE CAPITAL LLC | United States | $0.355B | 228 |
| Clean Yield Group | United States | $0.355B | 386 |
| OAK FAMILY ADVISORS, LLC | United States | $0.355B | 123 |
| EQ LLC | United States | $0.355B | 74 |
| Seaside Wealth Management, Inc. | United States | $0.356B | 65 |
| Headland Capital, LLC | United States | $0.355B | 61 |
| Private Wealth Advisors, LLC | United States | $0.356B | 95 |
| Sandbox Financial Partners, LLC | United States | $0.356B | 117 |
| Supplemental Annuity Collective Trust of NJ | United States | $0.355B | 297 |
| LIBRA WEALTH LLC | United States | $0.355B | 66 |