WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in TEL — TE Connectivity plc
CIK 752365
SOUTH BEND, IN
Position in TEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$376,002
-$19,881 QoQ
Shares Held
1,865
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#805
of 1,266 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEL Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $910,872 across 3 Electronic Components names. TEL ranks #2 (41.3% of the industry book) .
All Filings in TEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,002 | 1,865 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $395,883 | 1,894 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $430,448 | 1,892 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $427,205 | 1,946 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $312,714 | 1,854 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $258,474 | 1,829 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $243,334 | 1,702 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||