$2.39 Billion is the total value of Avantax Planning Partners, Inc.'s 362 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $275,994,775 | -3.1% | 4,281,644 | +0.8% | 11.54% | +1.9% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $257,494,202 | -2.1% | 3,638,980 | +0.5% | 10.77% | +3.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $145,458,360 | -1.8% | 3,288,681 | +2.5% | 6.08% | +3.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $98,371,401 | +2.0% | 2,896,684 | +7.1% | 4.12% | +7.3% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $75,775,236 | -2.1% | 559,021 | +1.6% | 3.17% | +3.0% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $71,977,347 | +25.9% | 3,021,719 | +32.2% | 3.01% | +32.5% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $39,295,411 | -0.8% | 1,578,763 | +4.2% | 1.64% | +4.4% |
| MUB | Buy | ISHARES TRnational mun etf | $31,616,580 | +9.0% | 308,334 | +13.4% | 1.32% | +14.7% |
| AAPL | Buy | APPLE INC | $30,230,580 | -11.2% | 176,570 | +0.6% | 1.26% | -6.6% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $29,448,754 | -6.4% | 131,380 | +1.3% | 1.23% | -1.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $28,963,185 | +2.2% | 608,598 | +5.8% | 1.21% | +7.5% |
| IDOG | Buy | ALPS ETF TRintl sec dv dog | $27,394,550 | +2.1% | 1,005,474 | +5.0% | 1.15% | +7.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $22,462,288 | -2.9% | 245,893 | +2.7% | 0.94% | +2.2% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $21,526,512 | -4.8% | 297,451 | +1.5% | 0.90% | +0.2% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $21,409,943 | -0.9% | 205,194 | +4.3% | 0.90% | +4.3% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $16,994,659 | -1.1% | 339,418 | +2.4% | 0.71% | +4.1% |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $12,460,800 | – | 232,651 | +100.0% | 0.52% | – |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $11,839,886 | +12.9% | 1,081,268 | +17.2% | 0.50% | +18.7% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $10,181,645 | +1.5% | 142,740 | +6.9% | 0.43% | +6.8% |
| DON | Buy | WISDOMTREE TRus midcap divid | $8,886,706 | +1.4% | 216,961 | +4.1% | 0.37% | +6.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,044,098 | +6.5% | 18,817 | +10.4% | 0.34% | +12.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $8,030,562 | +2.3% | 41,231 | +8.0% | 0.34% | +7.7% |
| EFV | Buy | ISHARES TReafe value etf | $7,908,582 | +4.6% | 161,631 | +4.6% | 0.33% | +10.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $7,487,526 | -3.6% | 34,959 | +3.4% | 0.31% | +1.3% |
| XOM | Buy | EXXON MOBIL CORP | $7,274,459 | +14.1% | 61,868 | +4.1% | 0.30% | +20.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,795,505 | +0.9% | 46,859 | +1.2% | 0.28% | +6.0% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $6,571,468 | -4.7% | 89,688 | +0.1% | 0.28% | +0.4% |
| KO | Buy | COCA COLA CO | $6,265,513 | -6.2% | 111,924 | +0.9% | 0.26% | -1.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $6,083,992 | -1.7% | 239,527 | +1.9% | 0.26% | +3.7% |
| CVX | Buy | CHEVRON CORP NEW | $5,973,568 | +21.6% | 35,426 | +13.5% | 0.25% | +28.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,943,540 | +14.8% | 16,967 | +11.8% | 0.25% | +20.9% |
| FAST | Buy | FASTENAL CO | $5,837,574 | +138.4% | 106,837 | +157.4% | 0.24% | +151.5% |
| HD | Buy | HOME DEPOT INC | $5,477,060 | +20.9% | 18,126 | +24.2% | 0.23% | +27.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $5,360,005 | -1.5% | 35,305 | +2.4% | 0.22% | +3.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $5,320,938 | -4.7% | 34,163 | +1.3% | 0.22% | +0.5% |
| PFE | Buy | PFIZER INC | $4,885,625 | +1.8% | 147,290 | +12.6% | 0.20% | +6.8% |
| AMZN | Buy | AMAZON COM INC | $4,661,236 | -1.2% | 36,668 | +1.3% | 0.20% | +3.7% |
| DE | Buy | DEERE & CO | $4,598,666 | +10.7% | 12,186 | +18.9% | 0.19% | +16.4% |
| TXN | Buy | TEXAS INSTRS INC | $4,572,985 | -9.3% | 28,759 | +2.7% | 0.19% | -4.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,208,200 | -8.9% | 129,843 | +4.5% | 0.18% | -4.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,172,676 | +4.5% | 11,647 | +7.7% | 0.18% | +10.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,621,899 | -1.0% | 22,709 | +2.7% | 0.15% | +4.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,368,186 | +6.6% | 5,962 | +1.6% | 0.14% | +11.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $3,213,273 | -1.8% | 7,857 | +10.6% | 0.13% | +3.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,882,581 | +11.1% | 5,717 | +5.9% | 0.12% | +17.5% |
| BAC | Buy | BANK AMERICA CORP | $2,887,634 | +25.9% | 105,465 | +32.0% | 0.12% | +33.0% |
| V | Buy | VISA INC | $2,590,080 | -0.5% | 11,261 | +2.7% | 0.11% | +3.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $2,513,513 | -2.7% | 34,876 | +2.4% | 0.10% | +1.9% |
| VLO | Buy | VALERO ENERGY CORP | $2,115,519 | +22.8% | 14,929 | +1.6% | 0.09% | +29.4% |
| LLY | Buy | ELI LILLY & CO | $2,085,676 | +69.6% | 3,883 | +48.1% | 0.09% | +77.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,047,486 | +1.9% | 23,198 | +3.7% | 0.09% | +7.5% |
| CAT | Buy | CATERPILLAR INC | $1,861,344 | +12.5% | 6,818 | +1.4% | 0.08% | +18.2% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,827,101 | -3.2% | 20,140 | +0.0% | 0.08% | +1.3% |
| WK | New | WORKIVA INC | $1,798,380 | – | 17,746 | +100.0% | 0.08% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,774,161 | +302.0% | 11,382 | +362.3% | 0.07% | +311.1% |
| RWR | New | SPDR SER TRdj reit etf | $1,726,230 | – | 20,813 | +100.0% | 0.07% | – |
| TJX | Buy | TJX COS INC NEW | $1,597,429 | +8.9% | 17,973 | +3.9% | 0.07% | +15.5% |
| Buy | LINDE PLC | $1,544,135 | -0.4% | 4,147 | +1.9% | 0.06% | +4.8% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,507,570 | -1.5% | 6,046 | +3.3% | 0.06% | +3.3% |
| LNT | Buy | ALLIANT ENERGY CORP | $1,514,616 | +58.1% | 31,261 | +71.2% | 0.06% | +65.8% |
| ORCL | Buy | ORACLE CORP | $1,507,233 | -6.5% | 14,230 | +5.1% | 0.06% | -1.6% |
| UNP | Buy | UNION PAC CORP | $1,492,650 | +1.5% | 7,330 | +2.0% | 0.06% | +6.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,459,469 | -3.1% | 8,903 | +2.8% | 0.06% | +1.7% |
| F | Buy | FORD MTR CO DEL | $1,452,979 | +123.6% | 116,987 | +172.4% | 0.06% | +134.6% |
| TGT | Buy | TARGET CORP | $1,436,747 | -13.0% | 12,994 | +3.8% | 0.06% | -9.1% |
| NEM | Buy | NEWMONT CORP | $1,390,282 | -10.9% | 37,626 | +2.8% | 0.06% | -6.5% |
| CASY | Buy | CASEYS GEN STORES INC | $1,380,150 | +32.1% | 5,083 | +18.7% | 0.06% | +38.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,378,596 | -3.6% | 3,019 | +1.1% | 0.06% | +1.8% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,366,640 | +4.0% | 4,450 | +4.5% | 0.06% | +9.6% |
| EMR | Buy | EMERSON ELEC CO | $1,243,796 | +9.0% | 12,880 | +2.0% | 0.05% | +15.6% |
| AMAT | Buy | APPLIED MATLS INC | $1,216,286 | -2.9% | 8,785 | +1.4% | 0.05% | +2.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,180,785 | -8.0% | 11,484 | +1.9% | 0.05% | -3.9% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,068,834 | +5.1% | 33,590 | +440.5% | 0.04% | +12.5% |
| COP | Buy | CONOCOPHILLIPS | $992,189 | +62.5% | 8,282 | +40.6% | 0.04% | +75.0% |
| VOO | Buy | VANGUARD INDEX FDS | $952,739 | +19.6% | 2,426 | +24.0% | 0.04% | +25.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $901,074 | +5.5% | 2,276 | +4.8% | 0.04% | +11.8% |
| WFC | Buy | WELLS FARGO CO NEW | $891,282 | -3.3% | 21,813 | +1.0% | 0.04% | 0.0% |
| MCK | Buy | MCKESSON CORP | $865,313 | +2.0% | 1,990 | +0.2% | 0.04% | +5.9% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $864,528 | -5.7% | 8,566 | +0.2% | 0.04% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $828,869 | -5.1% | 8,953 | +0.0% | 0.04% | 0.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $842,494 | -8.3% | 5,123 | +8.2% | 0.04% | -5.4% |
| DVY | Buy | ISHARES TRselect divid etf | $805,362 | -3.2% | 7,482 | +1.9% | 0.03% | +3.0% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $780,555 | +27.4% | 22,944 | +29.2% | 0.03% | +37.5% | |
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $775,853 | -9.0% | 16,739 | +0.0% | 0.03% | -5.9% |
| LRCX | Buy | LAM RESEARCH CORP | $739,802 | -2.4% | 1,180 | +0.1% | 0.03% | +3.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $716,109 | -5.6% | 9,175 | +8.4% | 0.03% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $693,883 | +7.1% | 3,756 | +20.3% | 0.03% | +11.5% |
| LOW | Buy | LOWES COS INC | $693,248 | +4.7% | 3,335 | +13.6% | 0.03% | +11.5% |
| SO | Buy | SOUTHERN CO | $643,794 | -4.4% | 9,947 | +3.7% | 0.03% | 0.0% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $553,682 | +31.5% | 11,111 | +37.2% | 0.02% | +35.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $533,520 | +145.6% | 19,493 | +136.5% | 0.02% | +144.4% |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $521,229 | – | 17,729 | +100.0% | 0.02% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $532,206 | +3.9% | 12,849 | +9.8% | 0.02% | +10.0% |
| CSX | Buy | CSX CORP | $493,445 | +4.9% | 16,047 | +16.3% | 0.02% | +10.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $492,917 | -3.1% | 9,888 | +0.5% | 0.02% | +5.0% |
| PSX | Buy | PHILLIPS 66 | $501,277 | +80.6% | 4,172 | +43.3% | 0.02% | +90.9% |
| MDT | Buy | MEDTRONIC PLC | $495,392 | -8.3% | 6,322 | +3.1% | 0.02% | 0.0% |
| SYK | Buy | STRYKER CORPORATION | $489,700 | +1.9% | 1,792 | +13.8% | 0.02% | +5.3% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $443,528 | +2.3% | 19,007 | +2.9% | 0.02% | +11.8% |
| NSC | Buy | NORFOLK SOUTHN CORP | $458,847 | -13.1% | 2,330 | +0.0% | 0.02% | -9.5% |
| PAYX | Buy | PAYCHEX INC | $448,288 | +15.9% | 3,887 | +12.4% | 0.02% | +26.7% |
| AFL | Buy | AFLAC INC | $418,748 | +10.1% | 5,456 | +0.1% | 0.02% | +20.0% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $441,316 | +0.6% | 18,109 | +0.6% | 0.02% | +5.9% |
| NUE | Buy | NUCOR CORP | $431,084 | -2.0% | 2,757 | +2.8% | 0.02% | +5.9% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $418,810 | -0.6% | 6,767 | +1.5% | 0.02% | +5.9% |
| ISRG | New | INTUITIVE SURGICAL INC | $398,684 | – | 1,364 | +100.0% | 0.02% | – |
| RPM | Buy | RPM INTL INC | $389,005 | +8.5% | 4,103 | +2.7% | 0.02% | +14.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $378,749 | -3.9% | 1,485 | +0.1% | 0.02% | 0.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $353,448 | -8.9% | 4,699 | +2.0% | 0.02% | 0.0% |
| MS | Buy | MORGAN STANLEY | $337,379 | +0.0% | 4,131 | +4.6% | 0.01% | +7.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $346,481 | +14.4% | 1,568 | +11.4% | 0.01% | +16.7% |
| ALL | Buy | ALLSTATE CORP | $339,132 | +3.0% | 3,044 | +0.8% | 0.01% | +7.7% |
| GRMN | Buy | GARMIN LTD | $332,651 | +1.8% | 3,162 | +0.9% | 0.01% | +7.7% |
| GILD | Buy | GILEAD SCIENCES INC | $337,230 | +13.5% | 4,500 | +16.7% | 0.01% | +16.7% |
| CMI | Buy | CUMMINS INC | $343,141 | -5.5% | 1,502 | +1.4% | 0.01% | 0.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $323,685 | -14.1% | 2,170 | +0.3% | 0.01% | -6.7% |
| MMIT | New | INDEXIQ ACTIVE ETF TRiq mackay intrme | $340,844 | – | 14,504 | +100.0% | 0.01% | – |
| VOX | Buy | VANGUARD WORLD FDS | $318,726 | +1.4% | 3,030 | +2.5% | 0.01% | +8.3% |
| TKR | Buy | TIMKEN CO | $303,073 | -0.1% | 4,124 | +24.4% | 0.01% | +8.3% |
| FDX | Buy | FEDEX CORP | $286,275 | +7.0% | 1,081 | +0.2% | 0.01% | +9.1% |
| SNA | Buy | SNAP ON INC | $288,473 | -8.4% | 1,131 | +3.5% | 0.01% | -7.7% |
| SLV | Buy | ISHARES SILVER TRishares | $292,977 | +5.1% | 14,404 | +8.0% | 0.01% | +9.1% |
| GPC | Buy | GENUINE PARTS CO | $283,851 | +4.7% | 1,966 | +22.7% | 0.01% | +9.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $262,524 | +15.3% | 319 | +0.6% | 0.01% | +22.2% |
| COWZ | New | PACER FDS TRus cash cows 100 | $257,629 | – | 5,212 | +100.0% | 0.01% | – |
| SRE | Buy | SEMPRA | $257,017 | -8.1% | 3,778 | +96.7% | 0.01% | 0.0% |
| ORI | Buy | OLD REP INTL CORP | $260,995 | +12.4% | 9,688 | +5.0% | 0.01% | +22.2% |
| BP | Buy | BP PLCsponsored adr | $274,123 | +12.2% | 7,080 | +2.2% | 0.01% | +10.0% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $249,652 | -1.8% | 1,019 | +2.0% | 0.01% | 0.0% |
| OKE | New | ONEOK INC NEW | $239,575 | – | 3,777 | +100.0% | 0.01% | – |
| IP | New | INTERNATIONAL PAPER CO | $230,459 | – | 6,497 | +100.0% | 0.01% | – |
| TRP | New | TC ENERGY CORP | $241,214 | – | 7,010 | +100.0% | 0.01% | – |
| TEX | Buy | TEREX CORP NEW | $236,761 | +0.5% | 4,109 | +4.4% | 0.01% | +11.1% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $245,178 | +9.0% | 14,115 | +5.5% | 0.01% | +11.1% |
| CAH | Buy | CARDINAL HEALTH INC | $238,408 | -7.8% | 2,746 | +0.4% | 0.01% | 0.0% |
| WPC | Buy | WP CAREY INC | $237,736 | -15.0% | 4,396 | +6.2% | 0.01% | -9.1% |
| AVT | Buy | AVNET INC | $235,071 | +0.7% | 4,878 | +5.4% | 0.01% | +11.1% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $229,591 | – | 2,540 | +100.0% | 0.01% | – |
| TBF | New | PROSHARES TRshrt 20+yr tre | $209,374 | – | 8,325 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO | $221,339 | – | 964 | +100.0% | 0.01% | – |
| NVO | New | NOVO-NORDISK A Sadr | $207,161 | – | 2,278 | +100.0% | 0.01% | – |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $205,177 | -5.8% | 3,490 | +0.6% | 0.01% | 0.0% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $215,484 | – | 2,980 | +100.0% | 0.01% | – |
| ED | Buy | CONSOLIDATED EDISON INC | $203,647 | -5.1% | 2,381 | +0.3% | 0.01% | 0.0% |
| AMP | Buy | AMERIPRISE FINL INC | $217,589 | -0.6% | 660 | +0.2% | 0.01% | 0.0% |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $214,480 | – | 14,000 | +100.0% | 0.01% | – |
| MTG | Buy | MGIC INVT CORP WIS | $192,653 | +12.9% | 11,543 | +6.8% | 0.01% | +14.3% |
| HI | New | HILLENBRAND INC | $201,607 | – | 4,765 | +100.0% | 0.01% | – |
| AGNC | Buy | AGNC INVT CORP | $148,520 | -1.7% | 15,733 | +5.5% | 0.01% | 0.0% |
| RQI | New | COHEN & STEERS QUALITY INCOM | $119,416 | – | 11,800 | +100.0% | 0.01% | – |
| DNP | Buy | DNP SELECT INCOME FD INC | $117,486 | -4.5% | 12,341 | +5.2% | 0.01% | 0.0% |
| HITI | New | HIGH TIDE INC | $23,597 | – | 12,755 | +100.0% | 0.00% | – |
| ASXC | Buy | ASENSUS SURGICAL INC | $30,493 | +366.8% | 112,936 | +773.0% | 0.00% | – |
| New | T2 BIOSYSTEMS INC | $2,254 | – | 10,205 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 25.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 23.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 11.0% |
| SPDR SER TR | 28 | Q3 2023 | 5.5% |
| ISHARES TR | 28 | Q3 2023 | 4.0% |
| VANGUARD WORLD FDS | 28 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.1% |
| SPDR SER TR | 28 | Q3 2023 | 3.0% |
| ALPS ETF TR | 28 | Q3 2023 | 2.2% |
View Avantax Planning Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-28 |
View Avantax Planning Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.