LPWM LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$305M
Signature - Title
David Benning - Chief Compliance Officer
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by LPWM LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LPWM LLC reported 77 stock holdings with total value $305M as of Q3 2024. Top holdings included VONG, IVE, IWS, AGG, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 77 $305M +$8.03M -$1.54M +$6.49M VONG, IVE, IWS, AGG, IEFA 13F-HR 10/7/2024, 09:59 AM
Q2 2024 77 $289M +$8.95M -$942K +$8.01M VONG, IVE, IWS, AGG, IEFA 13F-HR 7/15/2024, 09:42 AM
Q1 2024 72 $272M +$5.49M -$1.26M +$4.23M VONG, IVE, IWS, AGG, IEFA 13F-HR 4/15/2024, 12:28 PM
Q4 2023 70 $253M +$15.4M -$4.96M +$10.4M VONG, IVE, IWS, AGG, IEFA 13F-HR 1/12/2024, 05:27 PM
Q3 2023 67 $222M +$7.43M -$1.71M +$5.72M VONG, IVE, IWS, AGG, JPST 13F-HR 10/10/2023, 11:35 AM
Q2 2023 67 $227M +$17.5M -$10.1M +$7.41M VONG, IVE, IWS, AGG, JPST 13F-HR 7/14/2023, 11:25 AM
Q1 2023 68 $208M +$21.3M -$4.39M +$16.9M VONG, IVE, IWS, AGG, IEFA 13F-HR 4/10/2023, 01:59 PM
Q4 2022 59 $186M +$6.92M -$5.91M +$1.01M IVE, VONG, IWS, AGG, IEFA 13F-HR 1/25/2023, 01:16 PM
Q3 2022 58 $168M +$5.74M -$3.22M +$2.53M VONG, IVE, IWS, AGG, IEFA 13F-HR 11/8/2022, 10:52 AM
Q2 2022 61 $179M +$14.2M -$10.8M +$3.42M VONG, IVE, IWS, AGG, IEFA 13F-HR 8/12/2022, 05:57 PM
Q1 2022 66 $201M +$27.7M -$4.84M +$22.9M VONG, IVE, IWS, IEFA, AGG 13F-HR 4/13/2022, 05:02 PM
Q4 2021 67 $188M +$10.2M -$287K +$9.89M VONG, IVE, IWS, IEFA, IWM 13F-HR 2/14/2022, 01:11 PM
Q3 2021 61 $168M +$4.55M -$626K +$3.92M VONG, IVE, IWS, IEFA, IWM 13F-HR 10/13/2021, 08:57 AM
Q2 2021 63 $167M +$42.8M -$5.27M +$37.5M VONG, IVE, IWS, IEFA, IWM 13F-HR 8/13/2021, 11:41 AM
Q1 2021 57 $149M +$5.79M -$1.08M +$4.71M VONG, IVE, IWS, IEFA, VTIP 13F-HR 5/17/2021, 05:25 PM
Q4 2020 53 $134M +$7.58M -$12.1M -$4.49M VONG, IVE, IWS, IEFA, VTIP 13F-HR 2/16/2021, 08:09 AM
Q3 2020 49 $123M +$5.42M -$299K +$5.12M VONG, IVE, IWS, IEFA, VWO 13F-HR 11/16/2020, 11:09 AM
Q2 2020 45 $110M +$4.93M -$3.4M +$1.53M VONG, IVE, IWS, IEFA, VWO 13F-HR 8/13/2020, 02:21 PM
Q1 2020 44 $91.8M +$12.2M -$4.62M +$7.54M IVE, VONG, IWS, IEFA, VWO 13F-HR 5/7/2020, 01:32 PM
Q4 2019 43 $108M $0 $0 IVE, VONG, IEFA, IWS, VWO 13F-HR 1/30/2020, 12:39 PM