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Walter & Keenan Wealth Management LLCCoreConcentrated long-term

CIK: 0000752365 | SOUTH BEND, IN

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR169$404.6M2026-08-12SEC ↗
Q1 2026
13F-HR156$355.2M2026-05-11SEC ↗
Q4 2025
13F-HR155$373.1M2026-02-11SEC ↗
Q3 2025
13F-HR153$360.5M2025-11-13SEC ↗
Q2 2025
13F-HR152$344.1M2025-08-11SEC ↗
Q1 2025
13F-HR149$332.0M2025-04-21SEC ↗
Q4 2024
13F-HR150$330.9M2025-01-29SEC ↗
Q3 2024
13F-HR150$329.2M2024-10-25SEC ↗
Q2 2024
13F-HR146$314.1M2024-07-15SEC ↗
Q1 2024
13F-HR141$305.2M2024-04-30SEC ↗
Q4 2023
13F-HR142$279.6M2024-01-25SEC ↗
Q3 2023
13F-HR139$256.6M2023-10-20SEC ↗
Q2 2023
13F-HR144$272.2M2023-07-28SEC ↗
Q1 2023
13F-HR141$263.4M2023-04-26SEC ↗
Q4 2022
13F-HR147$254.5M2023-01-30SEC ↗
Q3 2022
13F-HR139$26.3M2022-10-21SEC ↗
Q2 2022
13F-HR141$15.1M2022-07-20SEC ↗
Q1 2022
13F-HR145$17.8M2022-04-29SEC ↗
Q4 2021
13F-HR147$19.2M2022-01-24SEC ↗
Q3 2021
13F-HR151$13.8M2021-10-18SEC ↗
Q2 2021
13F-HR142$14.6M2021-07-13SEC ↗
Q1 2021
13F-HR142$14.8M2021-04-30SEC ↗
Q4 2020
13F-HR146$14.4M2021-01-28SEC ↗
Q3 2020
13F-HR140$13.1M2020-10-27SEC ↗
Q2 2020
13F-HR144$14.7M2020-07-16SEC ↗
Q1 2020
13F-HR109$4.4M2020-04-14SEC ↗
Q4 2019
13F-HR152$15.2M2020-01-29SEC ↗
Q3 2019
13F-HR156$11.4M2019-10-28SEC ↗
Q2 2019
13F-HR147$10.9M2019-08-01SEC ↗
Q1 2019
13F-HR155$10.7M2019-05-08SEC ↗
Q4 2018
13F-HR155$9.5M2019-02-01SEC ↗
Q3 2018
13F-HR167$10.5M2018-10-29SEC ↗
Q2 2018
13F-HR173$9.5M2018-08-09SEC ↗
Q1 2018
13F-HR176$10.4M2018-05-04SEC ↗
Q4 2017
13F-HR180$9.8M2018-01-23SEC ↗
Q3 2017
13F-HR166$8.7M2017-11-08SEC ↗
Q2 2017
13F-HR156$7.0M2017-08-02SEC ↗
Q1 2017
13F-HR143$6.9M2017-05-05SEC ↗
Q4 2016
13F-HR142$5.4M2017-02-02SEC ↗
Q3 2016
13F-HR139$5.7M2016-11-03SEC ↗
Q2 2016
13F-HR139$5.3M2016-08-15SEC ↗
Q1 2016
13F-HR136$5.0M2016-05-11SEC ↗
Q4 2015Amended
13F-HR/A138$5.4M2016-02-12SEC ↗
Q3 2015
13F-HR136$5.0M2015-11-13SEC ↗
Q2 2015
13F-HR140$5.9M2015-08-14SEC ↗
Q1 2015
13F-HR140$6.0M2015-05-12SEC ↗
Q4 2014
13F-HR140$6.4M2015-02-11SEC ↗
Q3 2014
13F-HR144$5.7M2014-11-05SEC ↗
Q2 2014
13F-HR149$7.4M2014-08-12SEC ↗
Q1 2014
13F-HR142$7.0M2014-05-08SEC ↗