13F Filings History of Code Waechter LLC

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$153M
Signature - Title
Ashleigh Swayze - Counsel
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Code Waechter LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Code Waechter LLC reported 112 stock holdings with total value $153M as of Q3 2025. Top holdings included SCHG, SGOV, CGDV, VB, and VIOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 112 $153M +$10.8M -$6.29M +$4.51M SCHG, SGOV, CGDV, VB, VIOV 13F-HR 22 Oct 2025, 15:17
Q2 2025 111 $141M +$50.2M -$36.6M +$13.6M SCHG, CGDV, SGOV, VB, VIOV 13F-HR 05 Aug 2025, 13:45
Q1 2025 126 $122M +$22.9M -$12.4M +$10.5M SCHG, CALF, CGDV, COWZ, SCHR 13F-HR 30 Apr 2025, 14:53
Q4 2024 101 $115M +$33.1M -$3.75M +$29.4M SCHG, CALF, COWZ, SCHR, CGDV 13F-HR 13 Jan 2025, 16:15
Q3 2024 100 $105M $0 $0 SCHG, CALF, SCHR, COWZ, IJS 13F-HR 10 Oct 2024, 10:57