Laurel Wealth Planning LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$153M
Signature - Title
Laura Kuntz - Principal and CCO
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by Laurel Wealth Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laurel Wealth Planning LLC reported 54 stock holdings with total value $153M as of Q3 2024. Top holdings included EFIV, ESGU, VOO, IFRA, and MOAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 54 $153M +$7.63M -$7.12M +$508K EFIV, ESGU, VOO, IFRA, MOAT 13F-HR 10/28/2024, 03:43 PM
Q2 2024 51 $144M +$3.16M -$11.1M -$7.96M EFIV, ESGU, VOO, IFRA, MOAT 13F-HR 7/25/2024, 11:36 AM
Q1 2024 53 $151M +$3.33M -$3.98M -$659K EFIV, ESGU, VOO, IFRA, ESGD 13F-HR 4/22/2024, 02:39 PM
Q4 2023 52 $141M +$23M -$22.5M +$530K EFIV, ESGU, VOO, ESGD, IFRA 13F-HR 2/9/2024, 08:17 AM
Q3 2023 51 $128M +$10.4M -$16.9M -$6.53M NULV, ESGD, ESGU, VOO, IFRA 13F-HR 10/27/2023, 10:32 AM
Q2 2023 54 $140M +$15.7M -$31M -$15.4M NULV, IEF, ESGD, ESGU, MOAT 13F-HR 7/19/2023, 01:17 PM
Q1 2023 58 $151M +$10.4M -$19.9M -$9.42M NULV, ESGD, IEF, SCHD, VOO 13F-HR 4/18/2023, 11:11 AM
Q4 2022 215 $155M +$13.9M -$6.07M +$7.79M NULV, IEF, SCHD, ESGD, VOO 13F-HR 2/1/2023, 05:51 PM
Q3 2022 210 $136M +$14.9M -$12.1M +$2.84M NULV, IEF, SCHD, VOO, ESGD 13F-HR 11/2/2022, 11:31 AM
Q2 2022 235 $142M +$22.7M -$10.3M +$12.4M NULV, USFR, SCHD, ESGD, VOO 13F-HR 8/9/2022, 09:06 AM
Q1 2022 260 $148M +$46.1M -$23.7M +$22.4M NULV, USFR, ESGD, VOO, DSI 13F-HR 4/28/2022, 01:48 PM
Q4 2021 200 $132M +$21.1M -$19.7M +$1.4M DSI, TIP, VOO, IVW, NULV 13F-HR 2/1/2022, 10:06 AM
Q3 2021 209 $124M +$13.5M -$2.88M +$10.6M DSI, TIP, VOO, NUSC, IVW 13F-HR 11/12/2021, 10:21 AM
Q2 2021 126 $115M +$5.24M -$5.62M -$384K DSI, TIP, VOO, NUSC, IVW 13F-HR 8/9/2021, 01:58 PM
Q1 2021 118 $109M +$6.21M -$4.29M +$1.92M DSI, TIP, VOO, IVW, NUSC 13F-HR 5/6/2021, 03:31 PM
Q4 2020 116 $103M $0 $0 DSI, TIP, VOO, IVV, IVW 13F-HR 2/8/2021, 10:22 AM