Code Waechter LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 13, 2025
Value $: $115M
Signature - Title: Ashleigh Swayze - Counsel
Location: Tampa, FL
Summary: This page shows a list of all the recent 13F filings made by Code Waechter LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Code Waechter LLC reported 101 stock holdings with total value $115M as of Q4 2024. Top holdings included SCHG, CALF, COWZ, SCHR, and CGDV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	101	$115M	+$33.1M	-$3.75M	+$29.4M	SCHG, CALF, COWZ, SCHR, CGDV	13F-HR	1/13/2025, 04:15 PM
Q3 2024	100	$105M	$0	$0		SCHG, CALF, SCHR, COWZ, IJS	13F-HR	10/10/2024, 10:57 AM