WealthStone, Inc.

13F Filings History

Latest 13F report
Q1 2021 - May 13, 2021
Value $
$287M
Signature - Title
Chris Payne - Chief Compliance Officer
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by WealthStone, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthStone, Inc. reported 276 stock holdings with total value $287M as of Q1 2021. Top holdings included MUB, IVV, AGG, IWB, and GIGB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2021 276 $287M +$33.8M -$37M -$3.27M MUB, IVV, AGG, IWB, GIGB 13F-HR 5/13/2021, 12:07 PM
Q4 2020 254 $282M +$47.6M -$3.46M +$44.1M MUB, IVV, AGG, IWB, AAPL 13F-HR 2/4/2021, 04:56 PM
Q3 2020 199 $219M +$61.7M -$58.6M +$3.12M MUB, IVV, AGG, IWB, AAPL 13F-HR 11/9/2020, 10:57 AM
Q2 2020 176 $210M +$137M -$44.1M +$93.4M MUB, AXL, IVV, AGG, IWB 13F-HR 8/4/2020, 10:39 AM
Q1 2020 30 $99.5M +$39.6M -$88.4M -$48.8M IJR, IVV, IWB, AGG, ACWX 13F-HR 4/29/2020, 03:32 PM
Q4 2019 35 $169M +$1.77M -$32.1M -$30.4M IVV, IDEV, IWB, AGG, VTEB 13F-HR 1/8/2020, 05:12 PM
Q3 2019 48 $188M +$178M -$213M -$35M IVV, IDEV, IWB, AGG, SHV 13F-HR 11/15/2019, 11:28 AM
Q2 2019 1,005 $223M +$220M -$332K +$220M IVV, IDEV, IWB, AGG, VTEB 13F-HR 8/14/2019, 02:45 PM
Q1 2019 86 $2.75M $0 $0 CMCSA, NBTB, VO, MJ, NKE 13F-HR 5/15/2019, 04:59 PM