Ball & Co Wealth Management Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationfranklin, TN
- CIK0002057075
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
89 | $151.00 K | IWF, GQ9, VIG, AMLP | 13F-HR | Oct 24, 2025 | 000205707525000003 | ||
74 | $94.00 K | USMV, IWF, GQ9, AMLP | 13F-HR | Jul 25, 2025 | 000190715725000033 | ||
71 | $94.00 K | USMV, IWF, AMLP, GQ9 | 13F-HR | May 9, 2025 | 000184297425000011 | ||
150 | $126.00 K | IWF, IWF, USMV, USMV | 13F-HR | Feb 19, 2025 | 000205707525000001 |