WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Souh Bend, IN
CIK
0000752365
Alternate names
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 141 263,390 13F-HR 4/26/2023 000075236523000002 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q4 2022 147 254,506 13F-HR 1/30/2023 000075236523000001 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q3 2022 139 235,809 13F-HR 10/21/2022 000075236522000005 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q2 2022 141 252,958 13F-HR 7/20/2022 000075236522000004 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q1 2022 145 294,669 13F-HR 4/29/2022 000075236522000003 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q4 2021 147 307,780 13F-HR 1/24/2022 000075236522000001 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2021 151 294,695 13F-HR 10/18/2021 000075236521000004 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2021 142 289,999 13F-HR 7/13/2021 000075236521000003 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2021 142 282,525 13F-HR 4/30/2021 000075236521000002 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2020 146 276,331 13F-HR 1/28/2021 000075236521000001 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2020 140 252,314 13F-HR 10/27/2020 000075236520000004 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2020 144 246,574 13F-HR 7/16/2020 000075236520000003 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2020 109 251,928 13F-HR 4/14/2020 000075236520000002 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2019 152 259,875 13F-HR 1/29/2020 000075236520000001 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2019 156 263,559 13F-HR 10/28/2019 000075236519000004 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2019 147 227,106 13F-HR 8/1/2019 000075236519000003 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2019 155 227,190 13F-HR 5/8/2019 000075236519000002 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2018 155 222,184 13F-HR 2/1/2019 000075236519000001 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2018 167 334,043 13F-HR 10/29/2018 000075236518000004 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2018 173 232,508 13F-HR 8/9/2018 000075236518000003 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2018 176 231,292 13F-HR 5/4/2018 000075236518000002 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2017 180 238,043 13F-HR 1/23/2018 000075236518000001 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2017 166 216,667 13F-HR 11/8/2017 000075236517000004 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2017 156 199,126 13F-HR 8/2/2017 000075236517000003 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2017 143 192,829 13F-HR 5/5/2017 000075236517000002 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2016 142 188,037 13F-HR 2/2/2017 000075236517000001 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2016 139 181,221 13F-HR 11/3/2016 000075236516000012 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2016 139 179,494 13F-HR 8/15/2016 000075236516000009 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2016 136 174,450 13F-HR 5/11/2016 000075236516000008 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2015 138 171,609 RESTATEMENT 2/16/2016 000075236516000007 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2015 138 171,609 13F-HR 2/12/2016 000075236516000006 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2015 136 161,814 13F-HR 11/13/2015 000075236515000005 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2015 140 172,299 13F-HR 8/14/2015 000075236515000004 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2015 140 176,652 13F-HR 5/12/2015 000075236515000003 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q4 2014 140 175,750 13F-HR 2/11/2015 000075236515000001 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q3 2014 144 170,572 13F-HR 11/5/2014 000075236514000007 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q2 2014 149 191,342 13F-HR 8/12/2014 000075236514000006 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Q1 2014 142 182,285 13F-HR 5/8/2014 000075236514000004 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV