WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV SEC EDGAR Filings (CIK 0000752365)

SEC EDGAR filings, ownership reports, and insider transactions for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV.

Business address
202 S. Michigan Street, Suite 910, South Bend, IN, 46601
Top securities (13F)
AAPL, LLY, MSFT, GOOG, JPM, BRKB, VTI, GOOGL, VIG, WMT, SCHB, VT, CSCO, JNJ, V, NVDA, VOO, BRKA, ABBV, and VYM
State of incorporation
IN
Fiscal year end
31 December
Former names
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV (to 24 Jan 2022)
⭐ Add to watchlist ⭐
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has filed 51 SEC EDGAR filings since 08 May 2014

Latest Filings

Recent SEC filings for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2026 31 Dec 2025 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2025 30 Sep 2025 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2025 30 Jun 2025 028-16127
N-PX Open N-PX document View SEC filing for N-PX 21 Jul 2025 30 Jun 2025 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2025 31 Mar 2025 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2025 31 Dec 2024 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 30 Sep 2024 028-16127
N-PX Open N-PX document View SEC filing for N-PX 01 Aug 2024 30 Jun 2024 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2024 30 Jun 2024 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2024 31 Mar 2024 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2024 31 Dec 2023 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2023 30 Sep 2023 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2023 30 Jun 2023 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2023 31 Mar 2023 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2023 31 Dec 2022 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2022 30 Sep 2022 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2022 30 Jun 2022 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2022 31 Mar 2022 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2022 31 Dec 2021 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2021 30 Sep 2021 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2021 30 Jun 2021 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2021 31 Mar 2021 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2021 31 Dec 2020 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2020 30 Sep 2020 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2020 30 Jun 2020 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2020 31 Mar 2020 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2020 31 Dec 2019 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2019 30 Sep 2019 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2019 30 Jun 2019 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2019 31 Mar 2019 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2019 31 Dec 2018 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2018 30 Sep 2018 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2018 30 Jun 2018 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2018 31 Mar 2018 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2018 31 Dec 2017 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2017 30 Sep 2017 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2017 30 Jun 2017 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2017 31 Mar 2017 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2017 31 Dec 2016 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2016 30 Sep 2016 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2016 30 Jun 2016 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2016 31 Mar 2016 028-16127
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 16 Feb 2016 31 Dec 2015 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2016 31 Dec 2015 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2015 30 Sep 2015 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2015 30 Jun 2015 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2015 31 Mar 2015 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2015 31 Dec 2014 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2014 30 Sep 2014 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2014 30 Jun 2014 028-16127
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2014 31 Mar 2014 028-16127

About this filer

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV files with the SEC under CIK 0000752365. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages