Current Market Value 413,704,819
Current Holdings 71
Most Recent File Date 2025-07-02
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Waller Financial Planning Group, Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-02 2025-06-30 13F-HR 71 413,705
2025-04-02 2025-03-31 13F-HR 72 355,969
2025-01-03 2024-12-31 13F-HR 69 396,790
2024-10-02 2024-09-30 13F-HR 68 403,313
2024-07-02 2024-06-30 13F-HR 70 372,190
2024-04-02 2024-03-31 13F-HR 63 375,312
2024-01-03 2023-12-31 13F-HR 61 380,395
2023-10-18 2023-09-30 13F-HR 55 343,800
2023-07-05 2023-06-30 13F-HR 56 362,616
2023-04-18 2023-03-31 13F-HR 56 352,810
2023-01-05 2022-12-31 13F-HR 53 344,659
2022-10-20 2022-09-30 13F-HR 57 326,921
2022-07-18 2022-06-30 13F-HR 51 341,750
2022-04-18 2022-03-31 13F-HR 51 377,417
2022-01-26 2021-12-31 13F-HR 53 399,266
2021-10-19 2021-09-30 13F-HR 55 376,355
2021-07-22 2021-06-30 13F-HR 53 373,195
2021-04-14 2021-03-31 13F-HR 48 348,084
2021-01-14 2020-12-31 13F-HR 45 320,659
2020-10-19 2020-09-30 13F-HR 46 272,712
2020-07-14 2020-06-30 13F-HR 47 256,644
2020-04-13 2020-03-31 13F-HR 44 191,657
2020-01-15 2019-12-31 13F-HR 45 199,502
2019-10-30 2019-09-30 13F-HR 42 188,815
2019-07-16 2019-06-30 13F-HR 43 179,751
2019-04-17 2019-03-31 13F-HR 42 172,902
2019-01-30 2018-12-31 13F-HR 42 144,701