IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

McGlone Suttner Wealth Management, Inc.ETFConcentrated long-term

CIK: 0001964819 | APPLETON, WI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR200$861.0M2026-10-13SEC ↗
Q2 2026
13F-HR196$852.4M2026-07-21SEC ↗
Q1 2026
13F-HR189$755.2M2026-04-21SEC ↗
Q4 2025
13F-HR190$743.4M2026-01-15SEC ↗
Q3 2025
13F-HR191$714.6M2025-10-20SEC ↗
Q2 2025
13F-HR191$662.3M2025-07-14SEC ↗
Q1 2025
13F-HR189$609.4M2025-04-29SEC ↗
Q4 2024
13F-HR176$599.0M2025-01-21SEC ↗
Q3 2024
13F-HR168$480.9M2024-10-10SEC ↗
Q2 2024
13F-HR163$486.7M2024-07-18SEC ↗
Q1 2024
13F-HR167$533.1M2024-04-18SEC ↗
Q4 2023
13F-HR854$505.9M2024-01-18SEC ↗
Q3 2023
13F-HR140$431.5M2023-10-19SEC ↗
Q2 2023
13F-HR151$438.0M2023-07-25SEC ↗
Q1 2023
13F-HR139$389.0M2023-04-20SEC ↗
Q4 2022
13F-HR132$315.2M2023-02-09SEC ↗