• 13F History

Filbrandt Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2021 - Oct 6, 2021
Value $
$174M
Signature - Title
Patricia J Filbrandt - President, COO
Location
Middleton, WI
Summary
This page shows a list of all the recent 13F filings made by Filbrandt Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Filbrandt Wealth Management, LLC reported 228 stock holdings with total value $174M as of Q3 2021. Top holdings included SCHX, SCHA, SCHM, MGV, and IWS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2021 228 $174M +$1.68M -$1.24M +$444K SCHX, SCHA, SCHM, MGV, IWS 13F-HR 10/6/2021, 01:18 PM
Q2 2021 172 $176M +$1.76M -$902K +$861K SCHX, SCHA, SCHM, MGV, IWS 13F-HR 7/7/2021, 10:43 AM
Q1 2021 172 $166M +$2.54M -$7.08M -$4.54M SCHX, SCHA, SCHM, MGV, IWS 13F-HR 4/21/2021, 04:22 PM
Q4 2020 155 $156M +$9.63M -$2.21M +$7.42M SCHX, SCHA, SCHM, MGV, IWS 13F-HR 1/20/2021, 10:21 AM
Q3 2020 153 $128M +$6.19M -$5.37M +$829K SCHX, SCHA, SCHM, MGV, IWS 13F-HR 10/29/2020, 11:16 AM
Q2 2020 337 $125M +$18.2M -$1.95M +$16.2M SCHX, SCHA, SCHM, MGV, IWS 13F-HR 8/11/2020, 11:32 AM
Q1 2020 213 $90.8M +$8.61M -$903K +$7.71M SCHX, SCHA, SCHM, MGV, SPY 13F-HR 4/30/2020, 04:35 PM
Q4 2019 172 $113M SCHX, SCHA, SCHM, MGV, IWS 13F-HR 3/10/2020, 05:15 PM