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Whitaker-Myers Wealth Managers, Ltd.ETFConcentrated trader

CIK: 0001973849 | Mansfield, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR123$614.0M2026-10-09SEC ↗
Q2 2026
13F-HR113$598.8M2026-07-09SEC ↗
Q1 2026
13F-HR108$501.6M2026-04-09SEC ↗
Q4 2025
13F-HR115$479.3M2026-01-22SEC ↗
Q3 2025
13F-HR116$458.6M2025-10-16SEC ↗
Q2 2025
13F-HR109$397.0M2025-07-07SEC ↗
Q1 2025
13F-HR113$356.5M2025-04-14SEC ↗
Q4 2024
13F-HR120$343.0M2025-01-15SEC ↗
Q3 2024
13F-HR106$300.7M2024-10-18SEC ↗
Q2 2024
13F-HR99$270.8M2024-07-26SEC ↗
Q1 2024
13F-HR95$237.0M2024-04-12SEC ↗
Q4 2023
13F-HR87$200.8M2024-01-12SEC ↗
Q3 2023
13F-HR77$161.1M2023-10-05SEC ↗
Q2 2023
13F-HR73$149.3M2023-07-13SEC ↗
Q1 2023
13F-HR66$129.2M2023-04-21SEC ↗
Q4 2022
13F-HR68$104.3M2023-04-21SEC ↗