Skip to content
Disclosery

McGlone Suttner Wealth Management, Inc.: NIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGlone Suttner Wealth Management, Inc. on NIC, newest first. How the timeline and the estimate are built.

McGlone Suttner Wealth Management, Inc. held 4,126 NIC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,126 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $672,556.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,120 shares
    Change vs previous 13F -339 shares

    0.08% of the 13F portfolio, value $681,332.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,459 shares
    Change vs previous 13F +353 shares

    0.09% of the 13F portfolio, value $662,675.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,106 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $498,111.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,100 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $551,403.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,093 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $505,388.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,085 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $445,121.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,078 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $427,829.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).