Hartmann Taylor Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationdallas, TX
- CIK0002058267
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
53 | $148.12M | VTV, CGGR, CGDV, CGBL | 13F-HR | Jan 15, 2026 | 000205826726000001 | ||
51 | $139.27M | VTV, CGGR, CGDV, CGBL | 13F-HR | Oct 20, 2025 | 000205826725000007 | ||
52 | $120.08M | VTV, CGGR, CGDV, CGBL | 13F-HR | Jul 15, 2025 | 000203553325000004 | ||
51 | $111.57M | VTV, CGGR, CGDV, CGBL | 13F-HR | Apr 24, 2025 | 000205826725000003 |