Q1 2026 · 13F-HR
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVholdings as filed
Filed 2026-05-11 · accession 0000752365-26-000003
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV · Q1 2026
AI · grounded in 13F
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported no active positions for the period ending March 31, 2026. The fund added no new holdings and reduced no existing positions. Total assets under management remained at $0.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.