Number of Shares
18,090
Previous 15,704 15.19%
Holding current value
$2.19 Billion
Previous $1.79 Billion 22.3%
% of portfolio
0.48%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
N/A
2,386 Added 15.19%
18,090 $2.19 Billion
Q2 2025

Jul 07, 2025

BUY
N/A
451 Added 2.96%
15,704 $1.79 Billion
Q1 2025

Apr 14, 2025

BUY
N/A
12,900 Added 548.24%
15,253 $1.33 Billion
Q4 2024

Jan 15, 2025

BUY
N/A
2,353 New
2,353 $232 Million
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.