Walser Wealth Management Company, A Ltd Liability Co
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 249,749
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 217 | 249,749 | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co |
| Q2 2026 | 7/24/2026 | 215 | 240,711 | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co |
| Q1 2026 | 4/28/2026 | 187 | 222,614 | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co |
| Q4 2025 | 2/23/2026 | 145 | 189,645 | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.2 K | 57.0% | 8.524 K | 0 | 8.524 K |
| ETFs | 104.1 K | 41.7% | 0 | 215 | -215 |
| Debt | 3.423 K | 1.4% | 718 | 0 | 718 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
249,749
Holdings
217
QoQ value change ($000)
9,038
(3.8%)
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.