WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: FDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV on FDX, newest first. How the timeline and the estimate are built.
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 0 FDX shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,027 shares
13F-HR 0000752365-25-000009 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,027 sharesChange vs previous 13F -583 shares
0.13% of the 13F portfolio, value $460,757.
13F-HR 0000752365-25-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,610 sharesChange vs previous 13F +21 shares
0.19% of the 13F portfolio, value $636,266.
13F-HR 0000752365-25-000002 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,589 sharesChange vs previous 13F +5 shares
0.22% of the 13F portfolio, value $728,363.
13F-HR 0000752365-25-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,584 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $707,189.
13F-HR 0000752365-24-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).