Latko Wealth Management, Ltd.

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$165M
Signature - Title
Ashleigh Swayze - Counsel
Location
Frankfort, IL
Summary
This page shows a list of all the recent 13F filings made by Latko Wealth Management, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Latko Wealth Management, Ltd. reported 30 stock holdings with total value $165M as of Q3 2024. Top holdings included IVV, DIA, QQQM, SCHD, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 30 $165M $0 $0 IVV, DIA, QQQM, SCHD, SPY 13F-HR 10/29/2024, 03:47 PM