Ball & Co Wealth Management Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    franklin, TN
  • CIK
    0002057075
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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