13F Filings History of Code Waechter LLC

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$153,215,955
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 112 stock holdings with total value $153,215,955 as of Q3 2025. Top holdings included SCHG, SGOV, CGDV, VB, and VIOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 112 $153,215,955 +$10,805,030 -$6,292,600 +$4,512,430 SCHG, SGOV, CGDV, VB, VIOV 13F-HR 22 Oct 2025, 15:17
Q2 2025 111 $140,564,628 +$50,217,026 -$36,625,310 +$13,591,716 SCHG, CGDV, SGOV, VB, VIOV 13F-HR 05 Aug 2025, 13:45
Q1 2025 126 $121,610,000 +$22,895,534 -$12,352,683 +$10,542,851 SCHG, CALF, CGDV, COWZ, SCHR 13F-HR 30 Apr 2025, 14:53
Q4 2024 101 $114,591,759 +$33,113,518 -$3,746,293 +$29,367,225 SCHG, CALF, COWZ, SCHR, CGDV 13F-HR 13 Jan 2025, 16:15
Q3 2024 100 $104,949,000 $0 $0 $0 SCHG, CALF, SCHR, COWZ, IJS 13F-HR 10 Oct 2024, 10:57