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Manager record

Mitchell & Pahl Private Wealth, Llc

Oklahoma City, OK · CIK 1836506 · 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.

$277.20MReported 13F valueQ3 2026 · as filed
147Holdings listed
+1.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $226.4M$226.4MQ2 2025144 holdingsQ3 2025: $238.5M$238.5MQ3 2025144 holdingsQ4 2025: $240.9M$240.9MQ4 2025143 holdingsQ1 2026: $246.3M$246.3MQ1 2026145 holdingsQ2 2026: $272.2M$272.2MQ2 2026149 holdingsQ3 2026: $277.2M$277.2MQ3 2026147 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 14 2026 13F-HR · period Q3 2026

$277.20M · 147 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$272.21M · 149 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$246.30M · 145 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$240.93M · 143 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$238.45M · 144 holdings listed · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$226.39M · 144 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 14, 2026 · Change methodology