Willingdon Wealth Management

All 13F Portfolio Filings

Most recent 13F
Q1 2020
Location
Huntersville, NC
CIK
0001577773
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2020 307 397,261 13F-HR 4/21/2020 000157777320000002 Willingdon Wealth Management
Q4 2019 386 486,126 13F-HR 2/10/2020 000157777320000001 Willingdon Wealth Management
Q3 2019 554 455,155 13F-HR 11/1/2019 000157777319000005 Willingdon Wealth Management
Q2 2019 317 430,805 13F-HR 8/1/2019 000157777319000004 Willingdon Wealth Management
Q1 2019 370 407,394 13F-HR 5/9/2019 000157777319000003 Willingdon Wealth Management
Q4 2018 349 347,145 13F-HR 2/13/2019 000157777319000001 Willingdon Wealth Management
Q3 2018 413 366,327 13F-HR 11/1/2018 000157777318000004 Willingdon Wealth Management
Q2 2018 334 326,844 13F-HR 8/3/2018 000157777318000003 Willingdon Wealth Management
Q1 2018 345 316,397 13F-HR 5/8/2018 000157777318000002 Willingdon Wealth Management
Q4 2017 355 304,319 13F-HR 2/8/2018 000157777318000001 Willingdon Wealth Management
Q3 2017 301 274,720 13F-HR 11/8/2017 000157777317000005 Willingdon Wealth Management
Q2 2017 120 251,824 13F-HR 8/8/2017 000157777317000004 Willingdon Wealth Management
Q1 2017 117 247,239 13F-HR 5/1/2017 000157777317000003 Willingdon Wealth Management
Q4 2016 112 211,763 13F-HR 1/26/2017 000157777317000001 Willingdon Wealth Management
Q3 2016 117 198,020 13F-HR 11/1/2016 000157777316000017 Willingdon Wealth Management
Q2 2016 115 194,723 13F-HR 7/20/2016 000157777316000013 Willingdon Wealth Management
Q1 2016 103 163,234 13F-HR 5/9/2016 000157777316000012 Willingdon Wealth Management
Q4 2015 82 109,352 13F-HR 2/12/2016 000157777316000010 Willingdon Wealth Management
Q3 2015 74 84,116 13F-HR 11/9/2015 000157777315000009 Willingdon Wealth Management
Q2 2015 85 104,421 13F-HR 8/14/2015 000139834415005360 Willingdon Wealth Management
Q1 2015 83 120,437 13F-HR 5/12/2015 000157777315000004 Willingdon Wealth Management
Q4 2014 85 158,935 13F-HR 2/13/2015 000157777315000001 Willingdon Wealth Management
Q3 2014 86 151,909 13F-HR 11/12/2014 000157777314000016 Willingdon Wealth Management
Q2 2014 83 144,371 13F-HR 8/13/2014 000157777314000013 Willingdon Wealth Management
Q1 2014 78 142,400 13F-HR 5/14/2014 000157777314000010 Willingdon Wealth Management
Q4 2013 76 127,440 13F-HR 2/14/2014 000157777314000008 Willingdon Wealth Management