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Manager record

Bannerman Wealth Management Group, Llc

Lewisville, TX · CIK 2058816 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$174.70MReported 13F valueQ3 2026 · as filed
36Holdings listed
+1.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $130.3M$130.3MQ2 202536 holdingsQ3 2025: $135.7M$135.7MQ3 202531 holdingsQ4 2025: $141.1M$141.1MQ4 202533 holdingsQ1 2026: $148.4M$148.4MQ1 202632 holdingsQ2 2026: $171.4M$171.4MQ2 202638 holdingsQ3 2026: $174.7M$174.7MQ3 202636 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$174.70M · 36 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$171.39M · 38 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$148.40M · 32 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$141.05M · 33 holdings listed · View original SEC filing ↗
Oct 15 2025 13F-HR · period Q3 2025

$135.70M · 31 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$130.32M · 36 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology