Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q2 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

$405M in tracked AUM across 169 positions as of Q2 2026.

W&
CIK 0000752365 · last filed Jun 30, 2026
Total AUM
$405M
as of Q2 2026
Holdings
169
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…