WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
All 13F Filings
- Location
- South Bend, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 404,569
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 169 | 404,569 | 13F-HR | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
| Q1 2026 | 5/11/2026 | 156 | 355,242 | 13F-HR | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
| Q4 2025 | 2/11/2026 | 155 | 373,143 | 13F-HR | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
| Q3 2025 | 11/13/2025 | 153 | 360,525 | 13F-HR | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
| Q2 2025 | 8/11/2025 | 152 | 344,149 | 13F-HR | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
| Q1 2014 | 5/8/2014 | 142 | 182,285 | 13F-HR | WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 292.8 K | 72.4% | 31 K | 0 | 31 K |
| ETFs | 111.8 K | 27.6% | 18.32 K | 0 | 18.32 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
404,569
Holdings
169
QoQ value change ($000)
49,327
(13.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.