McGlone Suttner Wealth Management, Inc.

Business address
3501 E Evergreen Drive Ste. A, Appleton, WI, 54913
Top securities (13F)
DFAC, IUSV, SCHX, AVUS, FBND, DFIV, CGCP, CGXU, FHLC, IEMG, DFAS, IGEB, AGG, MSFT, VIG, AAPL, FDVV, NVDA, VYM, and GOOGL
State of incorporation
WI
Fiscal year end
31 December
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McGlone Suttner Wealth Management, Inc. has filed 14 SEC EDGAR filings since 09 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Oct 2025 30 Sep 2025 028-22874
N-PX Open Document Open Filing 20 Aug 2025 20 Aug 2025 028-22874
13F-HR Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-22874
13F-HR Open Document Open Filing 29 Apr 2025 31 Mar 2025 028-22874
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-22874
13F-HR Open Document Open Filing 10 Oct 2024 30 Sep 2024 028-22874
N-PX Open Document Open Filing 03 Sep 2024 30 Jun 2024 028-22874
13F-HR Open Document Open Filing 18 Jul 2024 30 Jun 2024 028-22874
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-22874
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-22874
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-22874
13F-HR Open Document Open Filing 25 Jul 2023 30 Jun 2023 028-22874
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-22874
13F-HR Open Document Open Filing 09 Feb 2023 31 Dec 2022 028-22874