Laurel Wealth Planning LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$155M
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 $155M as of Q4 2024. Top holdings included EFIV, ESGU, VOO, IFRA, and MOAT.
Holdings Value