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Disclosery

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: GOOG 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 GOOG, newest first. How the timeline and the estimate are built.

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 57,541 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,541 shares
    Change vs previous 13F -108 shares

    5.03% of the 13F portfolio, value $20,330,962.

    13F-HR 0000752365-26-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 57,649 shares
    Change vs previous 13F -33 shares

    4.66% of the 13F portfolio, value $16,537,192.

    13F-HR 0000752365-26-000003 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 57,682 shares
    Change vs previous 13F -3,924 shares

    4.85% of the 13F portfolio, value $18,100,612.

    13F-HR 0000752365-26-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 61,606 shares
    Change vs previous 13F -8,786 shares

    4.16% of the 13F portfolio, value $15,004,141.

    13F-HR 0000752365-25-000009 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 70,392 shares
    Change vs previous 13F -176 shares

    3.63% of the 13F portfolio, value $12,486,837.

    13F-HR 0000752365-25-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 70,568 shares
    Change vs previous 13F -26 shares

    3.32% of the 13F portfolio, value $11,024,839.

    13F-HR 0000752365-25-000002 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 70,594 shares
    Change vs previous 13F +111 shares

    4.06% of the 13F portfolio, value $13,443,921.

    13F-HR 0000752365-25-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 70,483 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $11,784,053.

    13F-HR 0000752365-24-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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