Entity type
Company
Filer Snapshot
Ellenbecker Investment Group
CIK 0001731497. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
36
Latest filing
23 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$742.89M
134 holdings for Q1 2026
Open portfolioLargest parsed holding
IVV
$186.71M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 23 Apr 2026 for CIK 0001731497.
- Business address
- N21 W23350 Ridgeview Pkwy, Waukesha, WI, 53188
- Parsed ownership coverage
-
13F reported value
$742.89M
Latest parsed Form 13F reported market value.
Largest 13F symbols
IVV, AGG, VEA, IWF
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- IVV AGG VEA IWF VB PYLD IWD VWO
+12 more
SPMD AOA AAPL AOR IJR SPY PHYL FAST MSFT VO AOM NVDA - State of incorporation
- WI
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about Ellenbecker Investment Group
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $742.89M across 134 reported holdings for Q1 2026.
- Largest parsed 13F holding: IVV at $186.71M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
61%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$452.3M
Compared with $742.89M total 13F value.
Top 5 net change
+$21.64M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: AGG ยท Largest trim: CAT
IVV
AGG
VEA
IWF
VB
Other holdings
Latest update
What changed recently for Ellenbecker Investment Group
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
23 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 23 Apr 2026.
Benchmark Context
Benchmark context for this company
Ellenbecker Investment Group has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001731497 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
36
First seen
14 Feb 2018
Latest filing
23 Apr 2026
Entity
Company
Observed form types
13F-HR
N-PX
Latest Filings
Showing the latest 12 of 36 SEC filings for Ellenbecker Investment Group.
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 23 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 30 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 14 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-18557
N-PX filing
- Filing date
- 18 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 22 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 15 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 13 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 17 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-18557
N-PX filing
- Filing date
- 08 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 11 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 09 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18557
13F-HR filing
- Filing date
- 01 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing