• 13F History

Wealth & Pension Services Group, Inc.

13F Filings History

Latest 13F report
Q3 2019 - Nov 19, 2019
Value $
$138M
Signature - Title
William Kring - CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Wealth & Pension Services Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth & Pension Services Group, Inc. reported 121 stock holdings with total value $138M as of Q3 2019. Top holdings included SPLG, IWB, SPDW, JPST, and IWD.
Holdings Value

List of Other Managers Reporting for Wealth & Pension Services Group, Inc.:

Name Holdings Value Location File Number
Aurora Investment Counsel $183M Atlanta, GA 028-11093
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2019 121 $138M +$5.15M -$4.82M +$328K SPLG, IWB, SPDW, JPST, IWD 13F-HR 11/19/2019, 12:59 PM
Q2 2019 121 $137M +$9.14M -$2.16M +$6.97M IWB, SPLG, SPDW, JPST, IWD 13F-HR 8/14/2019, 10:09 PM
Q1 2019 115 $128M +$17.7M -$6.78M +$10.9M IWB, SPLG, SPDW, IWD, VEA 13F-HR 5/8/2019, 03:54 PM
Q4 2018 100 $111M +$48.4M -$18.4M +$30M IWB, SPLG, SPDW, IWD, VEA 13F-HR 2/14/2019, 12:39 PM
Q3 2018 76 $99.6M +$37.7M -$2.83M +$34.9M SPLG, IWD, VEA, VIG, IWF 13F-HR 11/14/2018, 11:50 AM
Q2 2018 43 $78.8M SPLG, IWD, VEA, IWB, VIG 13F-HR 9/5/2018, 11:34 AM