WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
All 13F Filings
- Location
- South Bend, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 355,242
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 261.8 K | 73.7% | 0 | 57.41 K | -57.41 K |
| ETFs | 93.44 K | 26.3% | 39.78 K | 0 | 39.78 K |
| Other | 0 | 0.0% | 0 | 270 | -270 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
355,242
Holdings
156
QoQ value change ($000)
-17,901
(-4.8%)
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.