13F Filings History of Kowal Investment Group, LLC

Latest 13F report
Q3 2024 - 16 Oct 2024
Value $
$543,574,601
Signature - Title
Aaron Kowal - Chief Compliance Officer
Location
Brookfield, WI
Summary
This page shows a list of all the recent 13F filings made by Kowal Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kowal Investment Group, LLC reported 200 stock holdings with total value $543,574,601 as of Q3 2024. Top holdings included FBND, BBUS, FDL, QTEC, and FBCG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 200 $543,574,601 +$78,220,905 -$60,621,565 +$17,599,340 FBND, BBUS, FDL, QTEC, FBCG 13F-HR 16 Oct 2024, 17:04
Q2 2024 181 $501,099,763 +$71,775,422 -$29,420,236 +$42,355,186 FBND, FTCS, QTEC, FDL, FBCG 13F-HR 13 Aug 2024, 16:42
Q1 2024 178 $462,741,245 +$29,213,503 -$14,492,085 +$14,721,418 FBND, FTCS, FDL, QTEC, MDY 13F-HR 18 Apr 2024, 12:10
Q4 2023 161 $428,506,845 +$37,236,910 -$12,837,946 +$24,398,964 FBND, FTCS, FDL, QTEC, MDY 13F-HR 22 Jan 2024, 08:53
Q3 2023 152 $370,513,493 +$16,947,273 -$8,144,557 +$8,802,716 FBND, FDL, FTCS, QTEC, MDY 13F-HR 25 Oct 2023, 09:00
Q2 2023 158 $373,892,727 +$27,210,268 -$16,909,403 +$10,300,865 FBND, FTCS, FDL, QTEC, MDY 13F-HR 18 Jul 2023, 14:20
Q1 2023 154 $352,840,149 +$63,450,587 -$56,168,771 +$7,281,816 FBND, FTCS, FDL, QTEC, MDY 13F-HR 21 Apr 2023, 14:34
Q4 2022 154 $334,992,245 +$114,450,594 -$99,480,029 +$14,970,565 FBND, FTCS, FDL, FVD, QTEC 13F-HR 25 Jan 2023, 13:47
Q3 2022 143 $295,263,000 +$31,036,574 -$19,031,386 +$12,005,188 FTCS, FVD, FIXD, IJR, FBND 13F-HR 09 Nov 2022, 12:12
Q2 2022 139 $305,309,000 +$22,182,018 -$7,005,858 +$15,176,160 FTCS, FVD, FIXD, IJR, FPXI 13F-HR 12 Aug 2022, 18:56
Q1 2022 126 $327,719,000 +$22,897,095 -$12,544,759 +$10,352,336 FTCS, FVD, FIXD, IJR, FPXI 13F-HR 15 Apr 2022, 14:20
Q4 2021 114 $336,796,000 +$22,827,781 -$21,659,173 +$1,168,608 FTCS, FVD, FIXD, IJR, FPXI 13F-HR 11 Feb 2022, 11:59
Q3 2021 900 $316,155,000 +$45,735,474 -$2,488,787 +$43,246,687 FTCS, FVD, FIXD, IJR, FPXI 13F-HR 12 Nov 2021, 14:01
Q2 2021 103 $277,683,000 +$31,273,758 -$12,091,017 +$19,182,741 FTCS, FVD, FIXD, IJR, FPXI 13F-HR 12 Aug 2021, 09:09
Q1 2021 96 $247,238,000 +$28,873,810 -$3,493,263 +$25,380,547 FTCS, FVD, FIXD, FPXI, IJR 13F-HR 12 May 2021, 07:22
Q4 2020 90 $215,151,000 $0 $0 $0 FTCS, FVD, FIXD, FPXI, IJR 13F-HR 18 Feb 2021, 18:18