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Disclosery

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

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 30,571 GOOGL 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 30,571 shares
    Change vs previous 13F +420 shares

    2.7% of the 13F portfolio, value $10,924,999.

    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 30,151 shares
    Change vs previous 13F -478 shares

    2.44% of the 13F portfolio, value $8,670,191.

    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 30,629 shares
    Change vs previous 13F +89 shares

    2.57% of the 13F portfolio, value $9,586,916.

    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 30,540 shares
    Change vs previous 13F +98 shares

    2.06% of the 13F portfolio, value $7,424,363.

    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 30,442 shares
    Change vs previous 13F -1,753 shares

    1.56% of the 13F portfolio, value $5,364,870.

    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 32,195 shares
    Change vs previous 13F +672 shares

    1.5% of the 13F portfolio, value $4,978,653.

    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 31,523 shares
    Change vs previous 13F -2,729 shares

    1.8% of the 13F portfolio, value $5,967,452.

    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 34,252 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $5,680,636.

    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).