| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 8.3% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 6.7% |
| GOLDMAN SACHS ETF TR | 3 | Q2 2024 | 5.1% |
| JANUS DETROIT STR TR | 3 | Q2 2024 | 4.6% |
| ISHARES TR | 3 | Q2 2024 | 3.6% |
| ISHARES TR | 3 | Q2 2024 | 3.5% |
| ISHARES TR | 3 | Q2 2024 | 3.5% |
| MANAGED PORTFOLIO SERIES | 3 | Q2 2024 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 2.9% |
| GOLDMAN SACHS ETF TR | 3 | Q2 2024 | 2.9% |
View ARVEST INVESTMENTS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-04-19 |
| X-17A-5 | 2024-02-27 |
| 13F-HR | 2024-01-24 |
| X-17A-5 | 2023-02-27 |
| X-17A-5 | 2022-02-28 |
| X-17A-5/A | 2021-03-02 |
| X-17A-5 | 2021-03-01 |
| X-17A-5 | 2020-02-28 |
View ARVEST INVESTMENTS, 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.