13F Filings History of Hartmann Taylor Wealth Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$148,122,357
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Hartmann Taylor Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hartmann Taylor Wealth Management, LLC reported 53 stock holdings with total value $148,122,357 as of Q4 2025. Top holdings included VTV, CGGR, CGDV, CGBL, and VEU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 53 $148,122,357 +$9,346,710 -$1,675,276 +$7,671,434 VTV, CGGR, CGDV, CGBL, VEU 13F-HR 15 Jan 2026, 16:18
Q3 2025 51 $139,272,377 +$13,695,799 -$1,833,617 +$11,862,182 VTV, CGGR, CGDV, CGBL, VEU 13F-HR 20 Oct 2025, 15:49
Q2 2025 52 $120,077,010 +$8,216,884 -$8,963,862 -$746,978 VTV, CGGR, CGDV, CGBL, VEU 13F-HR 15 Jul 2025, 14:36
Q1 2025 51 $111,573,218 $0 $0 $0 VTV, CGGR, CGDV, CGBL, CGMU 13F-HR 24 Apr 2025, 12:54