• 13F History

Ball & Co Wealth Management Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 20, 2025
Value $
$126M
Signature - Title
Cindi Hill - Filing Agent
Location
Franklin, TN
Summary
This page shows a list of all the recent 13F filings made by Ball & Co Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ball & Co Wealth Management Inc. reported 65 stock holdings with total value $126M as of Q4 2024. Top holdings included IWF, USMV, AMLP, CGDV, and XLI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 65 $126M $0 $0 IWF, USMV, AMLP, CGDV, XLI 13F-HR 2/19/2025, 06:10 PM