WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: GD 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 GD, newest first. How the timeline and the estimate are built.
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 1,639 GD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,639 sharesChange vs previous 13F -87 shares
0.14% of the 13F portfolio, value $580,575.
13F-HR 0000752365-26-000004 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 ended2026-03-3113F 1,726 sharesChange vs previous 13F -82 shares
0.17% of the 13F portfolio, value $592,239.
13F-HR 0000752365-26-000003 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 ended2025-12-3113F 1,808 sharesChange vs previous 13F +105 shares
0.16% of the 13F portfolio, value $608,681.
13F-HR 0000752365-26-000001 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 ended2025-09-3013F 1,703 sharesChange vs previous 13F -59 shares
0.16% of the 13F portfolio, value $580,815.
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).
- period ended2025-06-3013F 1,762 sharesChange vs previous 13F -70 shares
0.15% of the 13F portfolio, value $514,045.
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 1,832 sharesChange vs previous 13F -60 shares
0.15% of the 13F portfolio, value $499,397.
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 1,892 sharesChange vs previous 13F -4,661 shares
0.15% of the 13F portfolio, value $498,531.
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 6,553 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $1,980,466.
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).