$431 Million is the total value of McGlone Suttner Wealth Management, Inc.'s 140 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 13.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $119,735,505 | +0.5% | 4,570,054 | +4.1% | 27.75% | +2.0% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $39,837,495 | +0.2% | 533,851 | +5.1% | 9.23% | +1.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $32,530,290 | +0.7% | 642,878 | +4.2% | 7.54% | +2.2% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $31,937,769 | +10.6% | 733,181 | +15.3% | 7.40% | +12.3% |
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $22,435,362 | +1339.9% | 1,043,483 | +1390.8% | 5.20% | +1360.7% | |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $16,729,652 | +2.6% | 512,860 | +3.4% | 3.88% | +4.2% | |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $14,119,953 | +1.6% | 233,081 | +5.9% | 3.27% | +3.2% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $11,748,248 | -0.1% | 540,372 | +8.1% | 2.72% | +1.5% | |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $9,263,661 | +1.5% | 176,484 | +6.0% | 2.15% | +3.0% |
| IGSB | Sell | ISHARES TR | $9,127,322 | -40.2% | 183,167 | -39.8% | 2.12% | -39.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $9,110,600 | +0.5% | 191,440 | +4.1% | 2.11% | +2.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $7,834,938 | +222.7% | 83,294 | +236.0% | 1.82% | +227.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,549,373 | -4.4% | 35,715 | -0.1% | 1.29% | -3.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $4,735,466 | -14.7% | 45,833 | -12.4% | 1.10% | -13.3% |
| MSFT | Buy | MICROSOFT CORP | $4,542,290 | -4.5% | 14,384 | +3.0% | 1.05% | -3.0% |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $3,858,396 | -1.7% | 99,983 | +1.2% | 0.89% | -0.2% |
| AAPL | Sell | APPLE INC | $3,690,088 | -21.5% | 21,553 | -11.1% | 0.86% | -20.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,186,430 | -12.8% | 12,779 | -8.6% | 0.74% | -11.4% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $2,227,463 | -48.1% | 46,308 | -45.8% | 0.52% | -47.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,087,221 | +4.4% | 15,950 | -4.5% | 0.48% | +5.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,047,529 | -23.2% | 21,709 | -18.8% | 0.48% | -21.9% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $1,952,515 | +25.1% | 78,953 | +24.6% | 0.45% | +27.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,698,029 | -0.5% | 11,641 | +3.5% | 0.39% | +1.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,687,629 | -6.4% | 14,673 | -0.2% | 0.39% | -5.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,662,187 | -24.4% | 25,832 | -20.7% | 0.38% | -23.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,627,686 | -1.7% | 7,663 | +1.9% | 0.38% | -0.3% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,599,791 | -10.9% | 10,030 | -7.6% | 0.37% | -9.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $1,592,119 | -18.1% | 16,905 | -14.9% | 0.37% | -16.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,407,838 | -9.5% | 3,277 | -6.1% | 0.33% | -8.2% |
| XOM | Buy | EXXON MOBIL CORP | $1,373,321 | +13.0% | 11,679 | +3.1% | 0.32% | +14.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,354,976 | -20.6% | 19,805 | -18.2% | 0.31% | -19.5% |
| CVX | Buy | CHEVRON CORP NEW | $1,351,770 | +10.0% | 8,019 | +2.6% | 0.31% | +11.4% |
| TSLA | Buy | TESLA INC | $1,312,144 | -1.0% | 5,244 | +3.6% | 0.30% | +0.3% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,294,600 | -13.8% | 10,712 | -1.5% | 0.30% | -12.5% |
| ABBV | Buy | ABBVIE INC | $1,290,129 | +12.5% | 8,656 | +1.6% | 0.30% | +14.1% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $1,204,057 | +23.0% | 49,409 | +23.1% | 0.28% | +25.1% |
| WEC | Buy | WEC ENERGY GROUP INC | $1,199,651 | -2.6% | 14,893 | +6.7% | 0.28% | -1.1% |
| NVDA | Buy | NVIDIA CORPORATION | $1,197,588 | +6.3% | 2,752 | +3.4% | 0.28% | +8.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,182,620 | +1.3% | 7,592 | +7.6% | 0.27% | +2.6% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,183,617 | -11.6% | 5,032 | -8.0% | 0.27% | -10.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,168,448 | -2.0% | 16,514 | +0.6% | 0.27% | -0.4% |
| AMAT | Buy | APPLIED MATLS INC | $1,147,999 | +13.7% | 8,290 | +18.7% | 0.27% | +15.7% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $1,139,205 | +21.8% | 48,821 | +22.5% | 0.26% | +23.4% |
| WMT | Buy | WALMART INC | $1,118,699 | +4.4% | 6,995 | +2.6% | 0.26% | +5.7% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $1,114,403 | +0.4% | 43,942 | +0.2% | 0.26% | +2.0% |
| MRK | Sell | MERCK & CO INC | $1,108,293 | -30.3% | 10,768 | -21.9% | 0.26% | -29.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,058,192 | +4.4% | 7,297 | +4.8% | 0.24% | +6.1% |
| FLTB | Sell | FIDELITY MERRIMACK STR TRltd trm bd etf | $1,053,176 | -15.7% | 22,036 | -15.3% | 0.24% | -14.4% |
| MCD | Buy | MCDONALDS CORP | $1,052,261 | -7.9% | 3,994 | +4.4% | 0.24% | -6.5% |
| AMZN | Buy | AMAZON COM INC | $1,030,410 | +9.3% | 8,106 | +12.1% | 0.24% | +11.2% |
| COP | Buy | CONOCOPHILLIPS | $925,215 | +27.8% | 7,723 | +10.6% | 0.21% | +29.7% |
| ABT | Buy | ABBOTT LABS | $924,979 | -5.7% | 9,549 | +6.1% | 0.21% | -4.5% |
| CSCO | Buy | CISCO SYS INC | $912,931 | +7.5% | 16,981 | +3.5% | 0.21% | +9.3% |
| HD | Buy | HOME DEPOT INC | $908,991 | +7.3% | 3,010 | +10.3% | 0.21% | +9.3% |
| FB | Sell | META PLATFORMS INCcl a | $874,511 | -0.6% | 2,913 | -5.0% | 0.20% | +1.0% |
| KO | Buy | COCA COLA CO | $868,500 | -3.3% | 15,516 | +4.0% | 0.20% | -2.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $861,738 | -17.8% | 2,460 | -20.0% | 0.20% | -16.3% |
| PEP | Sell | PEPSICO INC | $840,357 | -34.9% | 4,958 | -28.9% | 0.20% | -33.9% |
| FGRO | Buy | FIDELITY COVINGTON TRUSTfidelity growth | $819,561 | +2.8% | 49,972 | +5.5% | 0.19% | +4.4% |
| CAT | Buy | CATERPILLAR INC | $779,374 | +16.6% | 2,854 | +5.1% | 0.18% | +18.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $722,298 | -14.0% | 12,257 | -4.5% | 0.17% | -13.0% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $722,062 | +18.6% | 31,205 | +20.3% | 0.17% | +20.1% |
| MET | Buy | METLIFE INC | $686,421 | +15.0% | 10,911 | +3.4% | 0.16% | +16.9% |
| IVE | ISHARES TRs&p 500 val etf | $687,993 | -4.6% | 4,472 | 0.0% | 0.16% | -3.6% | |
| FBCG | FIDELITY COVINGTON TRUSTblue chip grwth | $659,629 | -2.7% | 22,778 | 0.0% | 0.15% | -1.3% | |
| IXUS | Sell | ISHARES TRcore msci total | $654,785 | -6.3% | 10,916 | -2.2% | 0.15% | -5.0% |
| CRM | Buy | SALESFORCE INC | $643,913 | -3.8% | 3,175 | +0.2% | 0.15% | -2.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $612,513 | +5.7% | 1,212 | +0.7% | 0.14% | +7.6% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $601,790 | -1.5% | 13,171 | +0.0% | 0.14% | 0.0% |
| BAC | Buy | BANK AMERICA CORP | $523,734 | -2.6% | 19,128 | +2.1% | 0.12% | -1.6% |
| CSX | Buy | CSX CORP | $516,174 | -5.1% | 16,785 | +5.3% | 0.12% | -3.2% |
| IBDT | Buy | ISHARES TRibds dec28 etf | $513,193 | +21.0% | 21,357 | +23.4% | 0.12% | +22.7% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $500,649 | +9.8% | 2,198 | +5.9% | 0.12% | +11.5% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $495,947 | -26.7% | 48,105 | -16.8% | 0.12% | -25.8% |
| AVGO | Buy | BROADCOM INC | $481,849 | -0.6% | 576 | +3.8% | 0.11% | +0.9% |
| BLK | Buy | BLACKROCK INC | $457,110 | -0.2% | 704 | +6.5% | 0.11% | +1.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $452,092 | -11.2% | 5,238 | -1.9% | 0.10% | -9.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $447,103 | +0.6% | 1,941 | +9.3% | 0.10% | +3.0% |
| PFE | Buy | PFIZER INC | $444,065 | -5.4% | 13,388 | +4.7% | 0.10% | -3.7% |
| WPC | Buy | WP CAREY INC | $445,203 | -18.2% | 8,229 | +2.2% | 0.10% | -16.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $433,854 | -5.2% | 3,062 | +0.2% | 0.10% | -2.9% |
| PRU | Buy | PRUDENTIAL FINL INC | $431,814 | +14.0% | 4,551 | +6.0% | 0.10% | +16.3% |
| ICSH | Buy | ISHARES TRblackrock ultra | $419,039 | +1.0% | 8,316 | +0.8% | 0.10% | +2.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $406,454 | -17.6% | 12,541 | -5.4% | 0.09% | -16.8% |
| INTC | Buy | INTEL CORP | $397,129 | +17.5% | 11,171 | +10.5% | 0.09% | +19.5% |
| OSK | Sell | OSHKOSH CORP | $391,333 | -15.0% | 4,102 | -22.9% | 0.09% | -13.3% |
| SO | Buy | SOUTHERN CO | $393,568 | -3.2% | 6,083 | +5.0% | 0.09% | -2.2% |
| DOW | Buy | DOW INC | $386,181 | +3.9% | 7,486 | +7.3% | 0.09% | +5.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $381,143 | +0.1% | 4,117 | +5.5% | 0.09% | +1.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $379,646 | -3.4% | 888 | +0.1% | 0.09% | -2.2% |
| BFC | BANK FIRST CORP | $376,106 | -7.3% | 4,875 | 0.0% | 0.09% | -6.5% | |
| NEE | Buy | NEXTERA ENERGY INC | $372,837 | -22.0% | 6,507 | +1.0% | 0.09% | -21.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $359,539 | -2.2% | 8,221 | +3.3% | 0.08% | -1.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $360,077 | +33.5% | 8,121 | +25.1% | 0.08% | +33.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $347,460 | +11.3% | 2,477 | +6.1% | 0.08% | +14.1% |
| LLY | Buy | ELI LILLY & CO | $348,121 | +36.3% | 647 | +18.9% | 0.08% | +39.7% |
| SNPS | Buy | SYNOPSYS INC | $341,014 | +11.6% | 743 | +5.8% | 0.08% | +12.9% |
| IJS | ISHARES TRsp smcp600vl etf | $330,614 | -6.2% | 3,706 | 0.0% | 0.08% | -3.8% | |
| AXP | Buy | AMERICAN EXPRESS CO | $332,408 | -11.3% | 2,225 | +3.4% | 0.08% | -10.5% |
| IBDU | ISHARES TRibonds dec 29 | $321,493 | -2.4% | 14,680 | 0.0% | 0.08% | 0.0% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $321,506 | -9.2% | 4,249 | +0.3% | 0.08% | -7.4% |
| IBDW | ISHARES TRibonds dec 2031 | $313,902 | -4.4% | 16,193 | 0.0% | 0.07% | -2.7% | |
| PLD | Buy | PROLOGIS INC. | $306,407 | -1.8% | 2,730 | +7.5% | 0.07% | 0.0% |
| USB | Buy | US BANCORP DEL | $304,768 | +4.0% | 9,218 | +4.0% | 0.07% | +6.0% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $305,574 | -4.7% | 5,890 | 0.0% | 0.07% | -2.7% | |
| IBDV | ISHARES TRibonds dec 2030 | $297,406 | -3.9% | 14,593 | 0.0% | 0.07% | -2.8% | |
| T | Buy | AT&T INC | $292,128 | -0.6% | 19,451 | +5.6% | 0.07% | +1.5% |
| GILD | Buy | GILEAD SCIENCES INC | $295,250 | +2.2% | 3,941 | +5.1% | 0.07% | +3.0% |
| HPI | Sell | HANCOCK JOHN PFD INCOME FDsh ben int | $280,638 | -16.8% | 19,261 | -13.0% | 0.06% | -15.6% |
| NCBS | Buy | NICOLET BANKSHARES INC | $281,606 | +3.0% | 4,034 | +0.2% | 0.06% | +4.8% |
| TXN | Buy | TEXAS INSTRS INC | $276,841 | -10.1% | 1,742 | +1.8% | 0.06% | -8.6% |
| FCOR | Buy | FIDELITY MERRIMACK STR TRcorp bond etf | $266,184 | +5.6% | 6,090 | +10.5% | 0.06% | +6.9% |
| Sell | ISHARES TRibonds dec 2032 | $268,846 | -12.7% | 11,450 | -8.5% | 0.06% | -11.4% | |
| COST | Buy | COSTCO WHSL CORP NEW | $268,166 | +9.7% | 475 | +4.6% | 0.06% | +10.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $262,472 | -4.4% | 2,004 | +1.0% | 0.06% | -3.2% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $256,089 | +4.5% | 1,093 | +4.6% | 0.06% | +5.4% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $249,512 | +0.8% | 2,493 | +0.4% | 0.06% | +1.8% |
| QCOM | New | QUALCOMM INC | $248,842 | – | 2,241 | +100.0% | 0.06% | – |
| MO | Buy | ALTRIA GROUP INC | $249,174 | -2.8% | 5,925 | +4.7% | 0.06% | -1.7% |
| F | Buy | FORD MTR CO DEL | $252,100 | -7.5% | 20,299 | +12.6% | 0.06% | -6.5% |
| HON | Buy | HONEYWELL INTL INC | $247,228 | -9.6% | 1,338 | +1.6% | 0.06% | -8.1% |
| MDT | Buy | MEDTRONIC PLC | $244,647 | -3.1% | 3,122 | +8.9% | 0.06% | -1.7% |
| DHR | Buy | DANAHER CORPORATION | $243,868 | +7.7% | 982 | +4.1% | 0.06% | +9.6% |
| GD | Buy | GENERAL DYNAMICS CORP | $241,603 | +7.9% | 1,093 | +5.1% | 0.06% | +9.8% |
| WFC | Buy | WELLS FARGO CO NEW | $240,438 | -4.0% | 5,884 | +0.2% | 0.06% | -1.8% |
| KMI | Buy | KINDER MORGAN INC DEL | $233,917 | +1.6% | 14,108 | +5.5% | 0.05% | +1.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $231,991 | -6.1% | 564 | +5.8% | 0.05% | -3.6% |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $230,866 | -5.5% | 13,767 | 0.0% | 0.05% | -3.6% | |
| ORCL | Buy | ORACLE CORP | $228,971 | -1.5% | 2,160 | +10.7% | 0.05% | 0.0% |
| HSY | Buy | HERSHEY CO | $216,142 | -18.9% | 1,080 | +1.3% | 0.05% | -18.0% |
| AMGN | New | AMGEN INC | $215,867 | – | 804 | +100.0% | 0.05% | – |
| VTV | VANGUARD INDEX FDSvalue etf | $212,656 | -2.9% | 1,542 | 0.0% | 0.05% | -2.0% | |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $201,046 | – | 2,834 | +100.0% | 0.05% | – |
| Sell | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $202,056 | -2.2% | 7,916 | -0.2% | 0.05% | 0.0% | |
| FIS | New | FIDELITY NATL INFORMATION SV | $200,931 | – | 3,636 | +100.0% | 0.05% | – |
| PCF | Sell | HIGH INCOME SECS FD | $148,215 | -21.3% | 23,944 | -17.6% | 0.03% | -20.9% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $130,417 | -10.7% | 13,473 | +0.9% | 0.03% | -9.1% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $110,710 | -0.5% | 10,645 | +3.1% | 0.03% | +4.0% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $72,531 | +14.7% | 13,382 | +0.5% | 0.02% | +21.4% | |
| DNMR | New | DANIMER SCIENTIFIC INC | $22,536 | – | 10,887 | +100.0% | 0.01% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -459 | -100.0% | -0.05% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -489 | -100.0% | -0.05% | – |
| V | Exit | VISA INC | $0 | – | -871 | -100.0% | -0.05% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,427 | -100.0% | -0.05% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -1,979 | -100.0% | -0.05% | – |
| MANH | Exit | MANHATTAN ASSOCIATES INC | $0 | – | -1,084 | -100.0% | -0.05% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -2,786 | -100.0% | -0.05% | – |
| Exit | CAPITAL GRP FIXED INCM ETF T | $0 | – | -8,500 | -100.0% | -0.05% | – | |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -1,998 | -100.0% | -0.05% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -4,748 | -100.0% | -0.05% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,843 | -100.0% | -0.06% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -4,299 | -100.0% | -0.07% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -3,325 | -100.0% | -0.07% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -2,532 | -100.0% | -0.08% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -5,338 | -100.0% | -0.08% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -277,885 | -100.0% | -4.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 27.8% |
| ISHARES TR | 4 | Q3 2023 | 9.2% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.5% |
| FIDELITY MERRIMACK STR TR | 4 | Q3 2023 | 7.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.1% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
| FIDELITY COVINGTON TRUST | 4 | Q3 2023 | 3.3% |
| CAPITAL GROUP INTL FOCUS EQT | 4 | Q3 2023 | 2.7% |
| ISHARES INC | 4 | Q3 2023 | 2.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.1% |
View McGlone Suttner Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-09 |
View McGlone Suttner Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.