WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
Holdings in SRCE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $722,009 | 11,554 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $711,264 | 11,554 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $717,156 | 11,554 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $458,862 | 7,672 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $447,891 | 7,672 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $459,399 | 7,672 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $411,372 | 7,672 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $402,166 | 7,672 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $421,576 | 7,672 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $353,640 | 8,402 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $352,295 | 8,402 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $362,546 | 8,402 | Shares | Sole | 2023-04-26 |
| 2022-12-31 | $274,528 | 5,171 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $239,417 | 5,171 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $243,843 | 5,371 | Shares | Sole | 2022-07-20 |
| 2022-03-31 | $248,408 | 5,371 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $266,401 | 5,371 | Shares | Sole | 2022-01-24 |
| 2021-09-30 | $495,453 | 10,488 | Shares | Sole | 2021-10-18 |
| 2021-06-30 | $458,931 | 9,878 | Shares | Sole | 2021-07-13 |
| 2021-03-31 | $469,995 | 9,878 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $398,083 | 9,878 | Shares | Sole | 2021-01-28 |
| 2020-09-30 | $304,637 | 9,878 | Shares | Sole | 2020-10-27 |
| 2020-06-30 | $351,459 | 9,878 | Shares | Sole | 2020-07-16 |