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Manager record

Walter & Keenan Wealth Management Llc /In/ /Adv

South Bend, IN · CIK 752365 · 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.

$404.57MReported 13F valueQ2 2026 · as filed
169Holdings listed
+13.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $344.1M$344.1MQ2 2025152 holdingsQ3 2025: $360.5M$360.5MQ3 2025153 holdingsQ4 2025: $373.1M$373.1MQ4 2025155 holdingsQ1 2026: $355.2M$355.2MQ1 2026156 holdingsQ2 2026: $404.6M$404.6MQ2 2026169 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
Aug 12 2026 13F-HR · period Q2 2026

$404.57M · 169 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$355.24M · 156 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$373.14M · 155 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$360.53M · 153 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$344.15M · 152 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: Q2 2026 · latest filing Aug 12, 2026 · Change methodology