Maltin Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$205M
Signature - Title
Peter L. Maltin - Chief Compliance Officer
Location
Ridgewood, NJ
Summary
This page shows a list of all the recent 13F filings made by Maltin Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Maltin Wealth Management, Inc. reported 125 stock holdings with total value $205M as of Q3 2024. Top holdings included YJUN, JAAA, IAU, PIE, and VSS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 125 $205M +$14.3M -$4.68M +$9.61M YJUN, JAAA, IAU, PIE, VSS 13F-HR 10/9/2024, 05:11 PM
Q2 2024 119 $186M +$26.4M -$18.1M +$8.25M YJUN, JAAA, PIE, VSS, IAU 13F-HR 7/12/2024, 03:05 PM
Q1 2024 120 $178M +$19.5M -$6.95M +$12.5M YJUN, JAAA, GJUL, PIE, VSS 13F-HR 4/15/2024, 09:18 PM
Q4 2023 117 $157M +$16.9M -$13.2M +$3.71M YJUN, GJUL, VSS, PIE, JAAA 13F-HR 1/18/2024, 09:36 AM
Q3 2023 110 $143M +$18.1M -$9.64M +$8.46M YJUN, FFEB, PIE, VSS, KJUL 13F-HR 10/10/2023, 09:30 PM
Q2 2023 106 $141M +$14.2M -$16M -$1.76M YJUN, FFEB, PFEB, YEXT, PIE Restatement 8/3/2023, 11:04 AM
Q1 2023 104 $139M +$14M -$18.2M -$4.18M YJUN, PFEB, VSS, PIE, IAU 13F-HR 4/19/2023, 08:26 PM
Q4 2022 103 $137M +$14.7M -$14M +$702K YJUN, DSEP, BOCT, HDV, PIE 13F-HR 2/16/2023, 09:50 PM
Q3 2022 105 $127M +$16.7M -$21M -$4.38M YJUN, DSEP, BOCT, HDV, VSS 13F-HR 11/14/2022, 02:51 PM
Q2 2022 111 $138M +$38.3M -$34.8M +$3.58M YJUN, BOCT, HDV, IAU, VSS 13F-HR 8/4/2022, 05:31 PM
Q1 2022 112 $151M +$19.2M -$29.1M -$9.9M BOCT, IEFA, HDV, BJAN, VSS 13F-HR 5/5/2022, 07:22 PM
Q4 2021 114 $166M +$16.3M -$19.3M -$2.99M BOCT, BJAN, IEFA, YEXT, HDV 13F-HR 2/2/2022, 04:12 PM
Q3 2021 107 $163M +$14.2M -$13.5M +$741K TSJA, BOCT, BJAN, IEFA, YEXT 13F-HR 11/8/2021, 09:18 PM
Q2 2021 107 $165M +$16.7M -$13.6M +$3.13M BOCT, BJAN, YEXT, IEFA, TSOC 13F-HR 7/23/2021, 01:02 PM
Q1 2021 105 $154M +$18.6M -$12.6M +$5.95M BOCT, BJAN, YEXT, IEFA, TSOC 13F-HR 4/29/2021, 11:08 AM
Q4 2020 93 $143M +$7.98M -$16.1M -$8.1M UJAN, BOCT, YEXT, BJAN, IEFA 13F-HR 1/19/2021, 09:23 PM
Q3 2020 86 $141M +$17.3M -$13.8M +$3.47M UJAN, BOCT, YEXT, BJAN, BJUN 13F-HR 10/19/2020, 10:29 AM
Q2 2020 81 $132M +$13.8M -$16.9M -$3.1M BOCT, UJAN, YEXT, BJAN, IEFA 13F-HR 8/5/2020, 10:42 AM
Q1 2020 79 $118M +$35.5M -$52.5M -$17M UJAN, BOCT, BJAN, YEXT, IEFA 13F-HR 5/13/2020, 03:04 PM
Q4 2019 115 $155M $0 $0 UJAN, ICSH, BOCT, YEXT, BJAN 13F-HR 2/25/2020, 01:24 PM