13F Filings History of WealthStone, Inc.

Latest 13F report
Q1 2021 - 13 May 2021
Value $
$286,720,000
Signature - Title
Chris Payne - Chief Compliance Officer
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by WealthStone, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthStone, Inc. reported 276 stock holdings with total value $286,720,000 as of Q1 2021. Top holdings included MUB, IVV, AGG, IWB, and GIGB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2021 276 $286,720,000 +$33,759,540 -$37,032,619 -$3,273,079 MUB, IVV, AGG, IWB, GIGB 13F-HR 13 May 2021, 12:07
Q4 2020 254 $281,848,000 +$47,552,508 -$1,725,262 +$45,827,246 MUB, IVV, AGG, IWB, AAPL 13F-HR 04 Feb 2021, 15:56
Q3 2020 199 $219,065,000 +$61,736,423 -$14,785,794 +$46,950,629 MUB, IVV, AGG, IWB, AAPL 13F-HR 09 Nov 2020, 09:57
Q2 2020 176 $209,685,575 +$137,478,323 -$43,521,733 +$93,956,590 MUB, AXL, IVV, AGG, IWB 13F-HR 04 Aug 2020, 10:39
Q1 2020 30 $99,458,000 +$39,576,166 -$41,632,946 -$2,056,780 IJR, IVV, IWB, AGG, ACWX 13F-HR 29 Apr 2020, 15:32
Q4 2019 34 $169,110,000 +$1,769,238 -$19,827,242 -$18,058,004 iShares Core S&P 500 UCITS ETF, IVV, IDEV, IWB, AGG 13F-HR 08 Jan 2020, 16:12
Q3 2019 48 $188,227,000 +$178,303,055 -$6,985,896 +$171,317,159 IVV, iShares Core S&P 500 UCITS ETF, IDEV, IWB, AGG 13F-HR 15 Nov 2019, 10:28
Q2 2019 993 $222,988,148 $0 IVV, IDEV, IWB, AGG, VTEB 13F-HR 14 Aug 2019, 14:45
Q1 2019 57 $2,746,000 $0 CMCSA, NBTB, 1/100 BERKSHIRE HTWY CLA, VO, MJ 13F-HR 15 May 2019, 16:59