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Eads & Heald Wealth ManagementCoreConcentrated long-term

CIK: 0001035912 | ATLANTA, GA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR149$198.3M2026-10-29SEC ↗
Q2 2026
13F-HR148$204.0M2026-07-31SEC ↗
Q1 2026
13F-HR140$200.7M2026-04-29SEC ↗
Q4 2025
13F-HR141$206.7M2026-01-29SEC ↗
Q3 2025
13F-HR139$50.6M2025-10-22SEC ↗
Q2 2025
13F-HR134$37.6M2025-07-22SEC ↗
Q1 2025
13F-HR138$34.4M2025-04-25SEC ↗
Q4 2024
13F-HR135$32.8M2025-01-17SEC ↗
Q3 2024
13F-HR144$33.6M2024-10-28SEC ↗
Q2 2024
13F-HR144$31.7M2024-07-23SEC ↗
Q1 2024
13F-HR144$31.6M2024-04-23SEC ↗
Q4 2023
13F-HR145$28.3M2024-01-30SEC ↗
Q3 2023
13F-HR142$22.6M2023-10-27SEC ↗
Q2 2023
13F-HR145$22.8M2023-07-25SEC ↗
Q1 2023
13F-HR144$21.6M2023-04-21SEC ↗
Q4 2022
13F-HR145$20.2M2023-01-27SEC ↗
Q3 2022
13F-HR143$18.6M2022-10-27SEC ↗
Q2 2022
13F-HR148$16.8M2022-07-26SEC ↗
Q1 2022
13F-HR147$16.0M2022-04-27SEC ↗
Q4 2021
13F-HR146$16.9M2022-01-31SEC ↗
Q3 2021
13F-HR142$14.4M2021-10-27SEC ↗
Q2 2021
13F-HR137$13.9M2021-07-30SEC ↗
Q1 2021
13F-HR137$12.1M2021-04-29SEC ↗
Q4 2020
13F-HR132$11.0M2021-02-02SEC ↗
Q3 2020
13F-HR125$10.1M2020-11-02SEC ↗
Q2 2020
13F-HR120$8.9M2020-07-29SEC ↗
Q1 2020
13F-HR118$7.2M2020-05-01SEC ↗
Q4 2019
13F-HR129$11.6M2020-01-31SEC ↗
Q3 2019
13F-HR129$9.5M2019-10-31SEC ↗
Q2 2019
13F-HR126$9.0M2019-07-30SEC ↗
Q1 2019
13F-HR126$8.9M2019-04-26SEC ↗
Q4 2018
13F-HR124$7.9M2019-01-31SEC ↗
Q3 2018
13F-HR127$9.2M2018-10-31SEC ↗
Q2 2018
13F-HR126$7.7M2018-07-27SEC ↗
Q1 2018
13F-HR122$7.4M2018-04-26SEC ↗
Q4 2017
13F-HR127$7.7M2018-01-31SEC ↗
Q3 2017
13F-HR130$6.8M2017-10-27SEC ↗
Q2 2017
13F-HR130$6.2M2017-07-31SEC ↗
Q1 2017
13F-HR130$6.3M2017-05-01SEC ↗
Q4 2016
13F-HR132$5.6M2017-02-13SEC ↗
Q3 2016
13F-HR130$5.5M2016-10-26SEC ↗
Q2 2016
13F-HR132$5.2M2016-07-29SEC ↗
Q1 2016
13F-HR130$5.0M2016-04-29SEC ↗
Q4 2015
13F-HR130$5.2M2016-01-29SEC ↗
Q3 2015
13F-HR136$5.0M2015-10-30SEC ↗
Q2 2015
13F-HR134$5.7M2015-07-29SEC ↗
Q1 2015
13F-HR135$5.8M2015-04-30SEC ↗
Q4 2014
13F-HR131$6.0M2015-01-29SEC ↗
Q3 2014
13F-HR125$5.5M2014-10-29SEC ↗
Q2 2014
13F-HR121$5.6M2014-08-01SEC ↗
Q1 2014
13F-HR113$5.2M2014-05-01SEC ↗
Q4 2013
13F-HR111$5.2M2014-02-03SEC ↗
Q3 2013
13F-HR112$5.3M2013-10-31SEC ↗
Q2 2013
13F-HR111$5.4M2013-07-31SEC ↗