13F Filings History of Filbrandt Wealth Management, LLC

Latest 13F report
Q3 2021 - 06 Oct 2021
Value $
$174,201,000
Signature - Title
Patricia J Filbrandt - President, COO
Location
Middleton, WI
Summary
This page shows a list of all the recent 13F filings made by Filbrandt Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Filbrandt Wealth Management, LLC reported 234 stock holdings with total value $174,201,000 as of Q3 2021. Top holdings included SCHX, SCHA, SCHM, MGV, and IWS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 234 $174,201,000 +$1,672,804 -$1,241,263 +$431,541 SCHX, SCHA, SCHM, MGV, IWS 13F-HR 06 Oct 2021, 13:18
Q2 2021 176 $176,445,000 +$1,764,771 -$902,064 +$862,707 SCHX, SCHA, SCHM, MGV, IWS 13F-HR 07 Jul 2021, 10:43
Q1 2021 176 $165,533,000 +$2,535,474 -$7,084,097 -$4,548,623 SCHX, SCHA, SCHM, MGV, IWS 13F-HR 21 Apr 2021, 16:22
Q4 2020 160 $156,492,000 +$9,628,302 -$3,549,603 +$6,078,699 SCHX, SCHA, SCHM, MGV, IWS 13F-HR 20 Jan 2021, 11:21
Q3 2020 154 $127,766,000 +$6,194,029 -$10,855,715 -$4,661,686 SCHX, SCHA, SCHM, MGV, IWS 13F-HR 29 Oct 2020, 11:16
Q2 2020 361 $125,506,000 +$18,256,354 -$2,511,736 +$15,744,618 SCHX, SCHA, SCHM, MGV, IWS 13F-HR 11 Aug 2020, 11:32
Q1 2020 253 $90,767,000 +$8,606,353 -$1,649,065 +$6,957,288 SCHX, SCHA, SCHM, MGV, SPY 13F-HR 30 Apr 2020, 16:35
Q4 2019 181 $113,074,000 $0 $0 $0 SCHX, SCHA, SCHM, MGV, IWS 13F-HR 10 Mar 2020, 17:15