Current Market Value 540,004,212
Current Holdings 64
Most Recent File Date 2025-07-14
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wooster Corthell Wealth Management, 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)
2025-07-14 2025-06-30 13F-HR 64 540,004
2025-05-08 2025-03-31 13F-HR 65 488,761
2025-01-16 2024-12-31 13F-HR 53 459,427
2024-10-21 2024-09-30 13F-HR 52 468,943
2024-07-25 2024-06-30 13F-HR 51 441,952
2024-04-30 2024-03-31 13F-HR 50 436,964
2024-01-18 2023-12-31 13F-HR 49 415,272
2023-10-30 2023-09-30 13F-HR 48 378,391
2023-07-18 2023-06-30 13F-HR 46 392,015
2023-05-02 2023-03-31 13F-HR 45 374,211
2023-01-25 2022-12-31 13F-HR 45 353,142
2022-11-01 2022-09-30 13F-HR 47 333,057
2022-07-22 2022-06-30 13F-HR 47 351,391
2022-04-27 2022-03-31 13F-HR 41 403,967
2022-01-28 2021-12-31 13F-HR 43 422,118
2021-10-22 2021-09-30 13F-HR 45 399,130
2021-08-02 2021-06-30 13F-HR 44 397,809
2021-04-23 2021-03-31 13F-HR 42 368,013
2021-01-27 2020-12-31 13F-HR 45 350,910
2020-11-05 2020-09-30 13F-HR 45 310,730
2020-07-24 2020-06-30 13F-HR 46 290,776
2020-04-16 2020-03-31 13F-HR 45 248,269
2020-02-07 2019-12-31 13F-HR 39 240,958
2019-10-30 2019-09-30 13F-HR 38 223,392
2019-07-31 2019-06-30 13F-HR 38 222,674
2019-04-19 2019-03-31 13F-HR 38 216,113
2019-01-31 2018-12-31 13F-HR 34 178,719
2018-10-19 2018-09-30 13F-HR 34 203,116
2018-07-16 2018-06-30 13F-HR 33 189,999
2018-05-01 2018-03-31 13F-HR 35 187,499
2018-02-02 2017-12-31 13F-HR 36 190,679
2017-10-20 2017-09-30 13F-HR 34 181,533
2017-07-25 2017-06-30 13F-HR 33 175,316
2017-04-14 2017-03-31 13F-HR 28 165,682
2017-02-02 2016-12-31 13F-HR 24 153,253
2016-10-14 2016-09-30 13F-HR 26 151,330
2016-08-08 2016-06-30 13F-HR 23 142,340
2016-05-04 2016-03-31 13F-HR 17 135,544
2016-02-03 2015-12-31 13F-HR/A 1 R 20 138,935
2016-01-29 2015-12-31 13F-HR 22 139,113
2015-10-27 2015-09-30 13F-HR 18 133,392
2015-07-24 2015-06-30 13F-HR 21 141,816
2015-05-04 2015-03-31 13F-HR 20 143,295
2015-02-03 2014-12-31 13F-HR 0 0
2014-10-17 2014-09-30 13F-HR 21 127,077
2014-07-15 2014-06-30 13F-HR 21 147,059
2014-04-11 2014-03-31 13F-HR 21 137,914
2014-01-21 2013-12-31 13F-HR 21 133,296
2014-01-21 2013-12-31 13F-HR/A 1 R 21 133,296
2013-10-22 2013-09-30 13F-HR 23 135,486
2013-07-22 2013-06-30 13F-HR 24 114,818