Bannerman Wealth Management Group, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationlewisville, TX
- CIK0002058816
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
31 | $135.70 M | DFAC, DFCF, DFAI, DFAS | 13F-HR | Oct 15, 2025 | 000175496025000667 | ||
36 | $130.32 M | DFAC, DFCF, DFAS, DFAI | 13F-HR | Jul 15, 2025 | 000175496025000390 | ||
34 | $122.46 M | DFAC, DFCF, DFAS, DFAI | 13F-HR | Apr 15, 2025 | 000175496025000194 | ||
33 | $120.97 M | DFAC, DFCF, DFAS, DFAI | 13F-HR | Mar 7, 2025 | 000175496025000159 |