Current Market Value 320,137,385
Current Holdings 972
Most Recent File Date 2026-04-10
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Quaker Wealth Management, LLC . 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)
2026-04-10 2026-03-31 13F-HR 972 320,137
2026-01-28 2025-12-31 13F-HR 967 315,644
2025-11-05 2025-09-30 13F-HR 841 307,435
2025-08-04 2025-06-30 13F-HR 868 298,589
2025-05-29 2025-03-31 13F-HR 916 282,966
2024-11-12 2024-09-30 13F-HR 64 272,952
2024-05-01 2024-03-31 13F-HR 58 247,090
2024-02-12 2023-12-31 13F-HR 55 222,098
2023-10-19 2023-09-30 13F-HR 50 205,179
2023-08-03 2023-06-30 13F-HR 52 221,423
2023-04-25 2023-03-31 13F-HR 49 214,195
2023-02-02 2022-12-31 13F-HR 41 197
2022-10-26 2022-09-30 13F-HR 44 191,147
2022-08-08 2022-06-30 13F-HR 45 198,139
2022-05-10 2022-03-31 13F-HR 50 230,472
2022-02-14 2021-12-31 13F-HR 52 235,236
2021-11-12 2021-09-30 13F-HR 30 87,180
2021-05-14 2021-03-31 13F-HR 55 215,650
2021-01-26 2020-12-31 13F-HR 48 190,574
2020-10-30 2020-09-30 13F-HR 49 186,090
2020-07-27 2020-06-30 13F-HR 50 167,508
2020-04-14 2020-03-31 13F-HR 40 140,727
2020-02-07 2019-12-31 13F-HR 51 168,166