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Manager record

Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL · CIK 2019946 · 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.

$89.64MReported 13F valueQ3 2026 · as filed
365Holdings listed
+22.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $65.9M$65.9MQ2 2025397 holdingsQ3 2025: $58.2M$58.2MQ3 2025383 holdingsQ4 2025: $69.0M$69.0MQ4 2025475 holdingsQ1 2026: $65.5M$65.5MQ1 2026357 holdingsQ2 2026: $73.4M$73.4MQ2 2026363 holdingsQ3 2026: $89.6M$89.6MQ3 2026365 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 28 2026 13F-HR · period Q3 2026

$89.64M · 365 holdings listed · View original SEC filing ↗
Aug 06 2026 13F-HR · period Q2 2026

$73.38M · 363 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$65.45M · 357 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$68.99M · 475 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$58.24M · 383 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$65.86M · 397 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 28, 2026 · Change methodology