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Manager record

Whitaker-Myers Wealth Managers, LTD.

Mansfield, OH · CIK 1973849 · 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.

$614.00MReported 13F valueQ3 2026 · as filed
123Holdings listed
+2.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $397.0M$397.0MQ2 2025109 holdingsQ3 2025: $458.6M$458.6MQ3 2025116 holdingsQ4 2025: $479.3M$479.3MQ4 2025115 holdingsQ1 2026: $501.6M$501.6MQ1 2026108 holdingsQ2 2026: $598.8M$598.8MQ2 2026113 holdingsQ3 2026: $614.0M$614.0MQ3 2026123 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

$614.00M · 123 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$598.76M · 113 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$501.62M · 108 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$479.33M · 115 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$458.60M · 116 holdings listed · View original SEC filing ↗
Jul 07 2025 13F-HR · period Q2 2025

$396.97M · 109 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