$370 Million is the total value of BURNS J W & CO INC/NY's 145 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $27,269,000 | -1.2% | 172,906 | -1.3% | 7.36% | +25.5% |
| AAPL | Sell | APPLE | $25,477,000 | -15.1% | 100,190 | -2.0% | 6.88% | +7.9% |
| V | Sell | VISA | $22,825,000 | -15.1% | 141,662 | -1.0% | 6.16% | +7.9% |
| PEP | Sell | PEPSICO | $11,950,000 | -12.2% | 99,498 | -0.1% | 3.22% | +11.6% |
| AMZN | Buy | AMAZON | $9,365,000 | +6.8% | 4,803 | +1.2% | 2.53% | +35.8% |
| QQQ | Sell | NASDAQ 100 ETF | $8,514,000 | -11.8% | 44,718 | -1.5% | 2.30% | +12.2% |
| PG | Sell | PROCTER & GAMBLE | $8,088,000 | -12.2% | 73,526 | -0.3% | 2.18% | +11.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,082,000 | -9.7% | 61,631 | +0.5% | 2.18% | +14.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY B | $7,874,000 | -20.6% | 43,066 | -1.6% | 2.12% | +1.0% |
| MCD | Buy | MCDONALD'S CORP | $7,609,000 | -9.6% | 46,015 | +8.0% | 2.05% | +14.9% |
| DIS | Buy | DISNEY WALT CO | $7,380,000 | -31.9% | 76,400 | +1.9% | 1.99% | -13.5% |
| NFLX | Sell | NETFLIX | $7,079,000 | +13.7% | 18,853 | -2.1% | 1.91% | +44.4% |
| GOOG | Sell | ALPHABET CL C | $6,988,000 | -13.5% | 6,010 | -0.6% | 1.89% | +9.9% |
| JPM | Sell | JP MORGAN CHASE & CO | $6,611,000 | -35.4% | 73,433 | -0.0% | 1.78% | -17.9% |
| SBUX | Buy | STARBUCKS CORP | $6,596,000 | -12.7% | 100,341 | +16.8% | 1.78% | +11.0% |
| DHR | Sell | DANAHER CORP | $6,045,000 | -11.0% | 43,677 | -1.3% | 1.63% | +13.1% |
| BDX | Sell | BECTON DICKINSON | $5,967,000 | -16.1% | 25,968 | -0.7% | 1.61% | +6.6% |
| SYK | Buy | STRYKER | $5,458,000 | -20.3% | 32,781 | +0.5% | 1.47% | +1.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB | $5,392,000 | -15.5% | 96,739 | -2.7% | 1.46% | +7.4% |
| IJH | Sell | S&P MID-CAP 400 ETF | $4,954,000 | -31.6% | 34,438 | -2.1% | 1.34% | -13.0% |
| CVX | Sell | CHEVRON | $4,821,000 | -42.0% | 66,528 | -3.6% | 1.30% | -26.3% |
| NSC | Sell | NORFOLK SOUTHERN | $4,668,000 | -24.9% | 31,976 | -0.2% | 1.26% | -4.6% |
| VZ | Buy | VERIZON COMM | $4,615,000 | -11.7% | 85,889 | +0.9% | 1.25% | +12.3% |
| PAYX | Sell | PAYCHEX | $4,529,000 | -28.6% | 71,981 | -3.5% | 1.22% | -9.3% |
| PYPL | Buy | PAYPAL HOLDINGS | $4,464,000 | -11.1% | 46,627 | +0.4% | 1.20% | +13.0% |
| AMGN | Sell | AMGEN | $4,435,000 | -16.8% | 21,876 | -1.0% | 1.20% | +5.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $3,864,000 | -13.6% | 13,626 | -1.0% | 1.04% | +9.9% |
| WM | Sell | WASTE MGMT | $3,849,000 | -19.6% | 41,582 | -1.0% | 1.04% | +2.2% |
| XLF | Sell | S&P FINANCIAL ETF | $3,834,000 | -36.6% | 184,172 | -6.2% | 1.04% | -19.4% |
| HD | Sell | HOME DEPOT | $3,567,000 | -15.6% | 19,103 | -1.3% | 0.96% | +7.4% |
| VIG | Sell | VANGUARD DIV APPR'N ETF | $3,490,000 | -18.8% | 33,755 | -2.1% | 0.94% | +3.2% |
| ABT | Buy | ABBOTT LABS | $3,446,000 | -9.0% | 43,676 | +0.2% | 0.93% | +15.7% |
| PFF | Buy | ISHARES US PFD ETFpfd | $3,431,000 | -10.3% | 107,761 | +6.0% | 0.93% | +14.0% |
| CME | Buy | CME GRP | $3,420,000 | -8.7% | 19,782 | +6.0% | 0.92% | +16.0% |
| KO | Sell | COCA COLA CO | $3,249,000 | -21.3% | 73,431 | -1.5% | 0.88% | +0.1% |
| COST | Buy | COSTCO WHOLESALE CO | $3,068,000 | -0.6% | 10,761 | +2.5% | 0.83% | +26.2% |
| RTN | Sell | RAYTHEON CO | $2,948,000 | -42.0% | 22,479 | -2.7% | 0.80% | -26.2% |
| XLI | Sell | S&P INDUSTRIAL ETF | $2,925,000 | -28.1% | 49,568 | -0.7% | 0.79% | -8.6% |
| SPY | Sell | S&P 500 ETF | $2,921,000 | -38.9% | 11,332 | -23.7% | 0.79% | -22.4% |
| UTX | Sell | UNITED TECH CORP | $2,847,000 | -38.1% | 30,183 | -1.7% | 0.77% | -21.4% |
| IBB | Sell | NASDAQ BIOTECH ETF | $2,830,000 | -11.6% | 26,265 | -1.1% | 0.76% | +12.4% |
| PFE | Sell | PFIZER | $2,747,000 | -19.5% | 84,149 | -3.4% | 0.74% | +2.2% |
| FB | Buy | $2,702,000 | -17.9% | 16,197 | +1.0% | 0.73% | +4.3% | |
| MS | Sell | MORGAN STANLEY | $2,646,000 | -40.6% | 77,810 | -10.7% | 0.71% | -24.5% |
| GOOGL | Sell | ALPHABET CL A | $2,625,000 | -13.3% | 2,259 | -0.0% | 0.71% | +10.3% |
| LOW | Sell | LOWES CO | $2,426,000 | -29.1% | 28,189 | -1.4% | 0.66% | -9.9% |
| T | Buy | AT & T CORP | $2,403,000 | -24.3% | 82,450 | +1.5% | 0.65% | -3.7% |
| XLK | Sell | S&P TECHNOLOGY ETF | $2,320,000 | -16.7% | 28,864 | -5.0% | 0.63% | +5.7% |
| CLX | Buy | CLOROX CO | $2,285,000 | +13.0% | 13,188 | +0.2% | 0.62% | +43.8% |
| ZTS | Sell | ZOETIS, INC | $2,285,000 | -12.4% | 19,414 | -1.5% | 0.62% | +11.4% |
| CHD | Sell | CHURCH & DWIGHT CO | $2,117,000 | -11.9% | 32,980 | -3.5% | 0.57% | +12.0% |
| KMB | Sell | KIMBERLY CLARK CO | $2,094,000 | -9.1% | 16,373 | -2.2% | 0.56% | +15.5% |
| BA | Buy | BOEING CO | $2,073,000 | -43.6% | 13,902 | +23.3% | 0.56% | -28.2% |
| SJM | Sell | J M SMUCKER CO | $2,074,000 | -10.1% | 18,685 | -15.7% | 0.56% | +14.3% |
| BAC | Buy | BANK OF AMERICA CORP | $2,045,000 | -37.0% | 96,347 | +4.6% | 0.55% | -19.9% |
| ABBV | Sell | ABBVIE | $2,009,000 | -14.5% | 26,367 | -0.6% | 0.54% | +8.6% |
| XOM | Sell | EXXON MOBIL CORP | $1,946,000 | -46.8% | 51,261 | -2.3% | 0.52% | -32.4% |
| YUM | Sell | YUM! BRANDS | $1,919,000 | -32.5% | 27,995 | -0.8% | 0.52% | -14.2% |
| INTC | Sell | INTEL CORP | $1,754,000 | -10.3% | 32,413 | -0.8% | 0.47% | +14.0% |
| WCN | WASTE CONNECTIONS | $1,688,000 | -14.6% | 21,775 | 0.0% | 0.46% | +8.6% | |
| VTI | Sell | VANGUARD TOTAL MKT ETF | $1,669,000 | -28.1% | 12,946 | -8.7% | 0.45% | -8.7% |
| PM | Sell | PHILIP MORRIS INTL | $1,584,000 | -22.0% | 21,715 | -9.0% | 0.43% | -0.7% |
| BABA | Sell | ALIBABA | $1,579,000 | -12.9% | 8,118 | -5.0% | 0.43% | +10.6% |
| MO | Sell | ALTRIA | $1,575,000 | -29.7% | 40,737 | -9.2% | 0.42% | -10.7% |
| ECL | Buy | ECOLAB | $1,517,000 | +37.5% | 9,735 | +70.4% | 0.41% | +74.8% |
| SO | Sell | SOUTHERN COMPANY | $1,516,000 | -16.5% | 27,996 | -1.8% | 0.41% | +6.0% |
| ICE | Sell | INTERCONTINENTAL EXCHNGE | $1,430,000 | -15.3% | 17,703 | -3.0% | 0.39% | +7.5% |
| STZ | Sell | CONSTELLATION BRANDS | $1,341,000 | -37.9% | 9,354 | -17.8% | 0.36% | -21.0% |
| UNH | Sell | UNITEDHEALTH GRP | $1,224,000 | -15.4% | 4,910 | -0.3% | 0.33% | +7.5% |
| NVS | Sell | NOVARTIS | $1,207,000 | -16.9% | 14,636 | -4.6% | 0.33% | +5.8% |
| CSCO | Buy | CISCO SYSTEMS | $1,204,000 | -2.9% | 30,636 | +18.5% | 0.32% | +23.6% |
| URI | UNITED RENTALS | $1,147,000 | -38.3% | 11,149 | 0.0% | 0.31% | -21.5% | |
| HSY | Sell | THE HERSHEY CO | $1,146,000 | -12.4% | 8,647 | -2.8% | 0.31% | +11.2% |
| RSP | Sell | INVESCO S&P EQUAL WT | $1,070,000 | -36.5% | 12,736 | -12.5% | 0.29% | -19.3% |
| FDX | Sell | FEDEX CORP | $1,062,000 | -24.6% | 8,762 | -6.0% | 0.29% | -4.0% |
| UNP | Sell | UNION PACIFIC CORP | $986,000 | -22.7% | 6,993 | -0.9% | 0.27% | -1.8% |
| IWF | RUSSELL 1000 GROWTH ETF | $921,000 | -14.3% | 6,113 | 0.0% | 0.25% | +9.2% | |
| ITA | Sell | DJ US AERO & DEF ETF | $922,000 | -41.4% | 6,407 | -9.6% | 0.25% | -25.4% |
| ADSK | AUTODESK | $921,000 | -14.9% | 5,897 | 0.0% | 0.25% | +8.3% | |
| FPE | Sell | FIRST TRUST PFD SEC & INCpfd | $911,000 | -19.3% | 55,575 | -1.2% | 0.25% | +2.5% |
| TMP | Buy | TOMPKINS FINANCIAL CORP | $884,000 | -21.4% | 12,312 | +0.1% | 0.24% | 0.0% |
| NEE | Buy | NEXTERA ENERGY | $865,000 | +6.3% | 3,597 | +7.0% | 0.23% | +34.7% |
| GILD | Buy | GILEAD SCIENCES | $860,000 | +16.5% | 11,500 | +1.3% | 0.23% | +47.8% |
| VYM | Sell | VANGUARD HIGH DIV YIELD | $824,000 | -26.8% | 11,645 | -3.1% | 0.22% | -7.1% |
| MRK | Buy | MERCK & CO | $817,000 | -12.2% | 10,624 | +3.9% | 0.22% | +12.2% |
| SPHQ | Sell | S&P 500 HIGH-QUALITY ETF | $773,000 | -19.9% | 25,825 | -2.1% | 0.21% | +2.0% |
| MDT | Buy | MEDTRONIC | $775,000 | -19.1% | 8,592 | +1.8% | 0.21% | +3.0% |
| HSIC | SCHEIN HENRY | $747,000 | -24.2% | 14,780 | 0.0% | 0.20% | -3.3% | |
| ISRG | Sell | INTUITIVE SURGICAL | $714,000 | -16.5% | 1,441 | -0.4% | 0.19% | +6.0% |
| ZBH | Buy | ZIMMER HOLDINGS | $706,000 | -32.3% | 6,980 | +0.1% | 0.19% | -13.6% |
| LMT | Buy | LOCKHEED MARTIN | $701,000 | -11.5% | 2,070 | +1.7% | 0.19% | +12.5% |
| CBU | Buy | COMMUNITY BANK SYSTEM | $672,000 | -17.1% | 11,437 | +0.0% | 0.18% | +5.2% |
| EBAY | Sell | EBAY | $625,000 | -27.9% | 20,800 | -13.3% | 0.17% | -8.2% |
| MET | Sell | METLIFE | $588,000 | -47.3% | 19,230 | -12.1% | 0.16% | -32.9% |
| IAU | Buy | ISHARES GOLD ETF | $574,000 | +46.8% | 38,105 | +41.4% | 0.16% | +86.7% |
| ED | Buy | CONSOLIDATED EDISON | $569,000 | +46.6% | 7,292 | +69.9% | 0.15% | +87.8% |
| IVW | Sell | S&P 500 GROWTH | $546,000 | -15.6% | 3,307 | -1.0% | 0.15% | +7.3% |
| ADP | Buy | AUTO DATA PROCESSING | $545,000 | -19.0% | 3,990 | +1.0% | 0.15% | +2.8% |
| ATVI | Buy | ACTIVISION BLIZZARD | $530,000 | +7.3% | 8,916 | +7.2% | 0.14% | +36.2% |
| NVDA | Sell | NVIDIA CORP | $504,000 | -3.6% | 1,912 | -14.0% | 0.14% | +22.5% |
| AMAT | APPLIED MATERIALS | $499,000 | -25.0% | 10,900 | 0.0% | 0.14% | -4.3% | |
| NGG | Buy | NATIONAL GRID GRP | $492,000 | -5.7% | 8,450 | +1.4% | 0.13% | +19.8% |
| TJX | Sell | TJX COMPANIES | $490,000 | -25.3% | 10,250 | -4.7% | 0.13% | -5.0% |
| SDY | Buy | S&P DIVIDEND ETF | $477,000 | -25.4% | 5,968 | +0.4% | 0.13% | -5.1% |
| ATO | Buy | ATMOS ENERGY CORP | $470,000 | +101.7% | 4,735 | +127.6% | 0.13% | +159.2% |
| BX | Sell | BLACKSTONE GROUP INC COM | $459,000 | -18.9% | 10,075 | -0.5% | 0.12% | +3.3% |
| MMM | Buy | 3M COMPANY | $420,000 | -21.9% | 3,074 | +0.8% | 0.11% | -0.9% |
| BLK | Sell | BLACKROCK | $415,000 | -17.8% | 944 | -6.1% | 0.11% | +4.7% |
| KEY | Sell | KEY CORP | $391,000 | -54.9% | 37,735 | -12.0% | 0.11% | -42.4% |
| TR | TOOTSIE ROLL | $389,000 | +5.1% | 10,830 | 0.0% | 0.10% | +32.9% | |
| GLW | Sell | CORNING | $383,000 | -29.5% | 18,649 | -0.1% | 0.10% | -10.4% |
| DG | Sell | DOLLAR GENERAL CORP | $381,000 | -15.1% | 2,521 | -12.5% | 0.10% | +8.4% |
| TRV | Buy | TRAVELERS | $373,000 | -25.5% | 3,751 | +2.5% | 0.10% | -4.7% |
| YUMC | Sell | YUM CHINA | $342,000 | -12.3% | 8,033 | -1.2% | 0.09% | +10.8% |
| CL | Buy | COLGATE-PALMOLIVE | $325,000 | -2.7% | 4,900 | +0.9% | 0.09% | +23.9% |
| LUMN | Sell | CENTURYLINK | $324,000 | -30.5% | 34,247 | -2.8% | 0.09% | -12.1% |
| IFF | Sell | INTL FLAVOR & FRAGRANCE | $323,000 | -22.0% | 3,160 | -1.4% | 0.09% | -1.1% |
| APH | Sell | AMPHENOL CORP CL A | $310,000 | -34.2% | 4,250 | -2.3% | 0.08% | -16.0% |
| CAG | CONAGRA FOODS | $312,000 | -14.3% | 10,626 | 0.0% | 0.08% | +9.1% | |
| XLE | Sell | S&P ENERGY ETF | $301,000 | -54.0% | 10,366 | -4.9% | 0.08% | -41.7% |
| IWV | ISHARES RUSSELL 3000 | $297,000 | -21.2% | 2,000 | 0.0% | 0.08% | 0.0% | |
| DIA | Sell | DIAMONDS TRUST I ETF | $291,000 | -34.0% | 1,329 | -14.1% | 0.08% | -16.0% |
| RACE | FERRARI NV | $285,000 | -8.1% | 1,870 | 0.0% | 0.08% | +16.7% | |
| DFS | DISCOVER FINANCIAL SERV | $274,000 | -58.0% | 7,691 | 0.0% | 0.07% | -46.4% | |
| NDSN | NORDSON CORP | $270,000 | -17.2% | 2,000 | 0.0% | 0.07% | +5.8% | |
| XLY | Sell | S&P CONSUMER DISCRETIONARY | $266,000 | -24.4% | 2,710 | -3.6% | 0.07% | -4.0% |
| FTV | Sell | FORTIVE CORP | $258,000 | -33.8% | 4,684 | -8.2% | 0.07% | -15.7% |
| IYW | DJ US TECHNOLOGY ETF | $261,000 | -12.1% | 1,275 | 0.0% | 0.07% | +11.1% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $260,000 | -19.0% | 3,215 | -8.5% | 0.07% | +2.9% |
| IVV | Buy | S&P 500 INDEX ETF | $257,000 | -14.3% | 994 | +7.0% | 0.07% | +7.8% |
| OXY | Sell | OCCIDENTAL PETRO CO | $242,000 | -72.0% | 20,927 | -0.3% | 0.06% | -64.7% |
| XLV | Sell | S&P HEALTH CARE ETF | $235,000 | -14.9% | 2,653 | -1.9% | 0.06% | +6.8% |
| IBM | Buy | IBM | $221,000 | -13.0% | 1,996 | +5.3% | 0.06% | +11.1% |
| CAT | Buy | CATERPILLAR | $220,000 | -12.4% | 1,900 | +11.8% | 0.06% | +11.3% |
| TD | Buy | TORONTO DOMINION BANK | $216,000 | -24.5% | 5,105 | +0.3% | 0.06% | -4.9% |
| QCOM | Buy | QUALCOMM | $215,000 | -19.8% | 3,185 | +4.9% | 0.06% | +1.8% |
| LW | LAMB WESTON HOLDINGS | $202,000 | -33.8% | 3,542 | 0.0% | 0.06% | -15.4% | |
| MED | MEDIFAST | $203,000 | -43.0% | 3,250 | 0.0% | 0.06% | -27.6% | |
| JBLU | JETBLUE AIRWAYS CO | $161,000 | -52.2% | 18,000 | 0.0% | 0.04% | -40.3% | |
| SPWR | SUNPOWER CORP | $127,000 | -35.2% | 25,100 | 0.0% | 0.03% | -19.0% | |
| JPC | Sell | NUVEEN PFD INCOMEpfd | $76,000 | -42.9% | 10,300 | -18.9% | 0.02% | -25.0% |
| ADMA | Buy | ADMA BIOLOGIES | $62,000 | -3.1% | 21,500 | +34.4% | 0.02% | +21.4% |
| NBL | NOBLE ENERGY | $63,000 | -75.7% | 10,408 | 0.0% | 0.02% | -69.1% | |
| CBEEF | CABO DRILLING CORP | $0 | – | 40,000 | 0.0% | 0.00% | – | |
| NRTLQ | NORTEL NETWORKS CO | $0 | – | 10,010 | 0.0% | 0.00% | – | |
| MTBC | Exit | MTBC INC | $0 | – | -14,158 | -100.0% | -0.01% | – |
| NOC | Exit | NORTHROP GRUMMAN CO | $0 | – | -599 | -100.0% | -0.04% | – |
| STT | Exit | STATE ST BOSTON | $0 | – | -2,677 | -100.0% | -0.04% | – |
| USMV | Exit | ISHARES EDGE MSCI MIN VOL | $0 | – | -3,200 | -100.0% | -0.04% | – |
| XLP | Exit | S&P CONSUMER STAPLES | $0 | – | -3,595 | -100.0% | -0.05% | – |
| HON | Exit | HONEYWELL | $0 | – | -1,297 | -100.0% | -0.05% | – |
| MA | Exit | MASTERCARD | $0 | – | -779 | -100.0% | -0.05% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,375 | -100.0% | -0.05% | – |
| WFC | Exit | WELLS FARGO & CO | $0 | – | -4,494 | -100.0% | -0.05% | – |
| C | Exit | CITIGROUP NEW | $0 | – | -3,058 | -100.0% | -0.05% | – |
| IJK | Exit | S&P MID-CAP 400 GWTH ETF | $0 | – | -1,020 | -100.0% | -0.05% | – |
| MPC | Exit | MARATHON PETROLEUM CO | $0 | – | -4,970 | -100.0% | -0.06% | – |
| JETS | Exit | US GLOBAL JETS ETF | $0 | – | -29,465 | -100.0% | -0.20% | – |
| KRE | Exit | S&P REGIONAL BANKING ETF | $0 | – | -16,733 | -100.0% | -0.21% | – |
| DLX | Exit | DELUXE CORP | $0 | – | -22,693 | -100.0% | -0.24% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -37,297 | -100.0% | -0.42% | – |
| VB | Exit | VANGUARD SMALL-CAP ETF | $0 | – | -13,929 | -100.0% | -0.49% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -53,951 | -100.0% | -0.55% | – |
| IJR | Exit | S&P SMALL-CAP 600 ETF | $0 | – | -81,130 | -100.0% | -1.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 11.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 8.0% |
| VISA INC | 42 | Q3 2023 | 6.2% |
| PEPSICO INC. | 42 | Q3 2023 | 3.4% |
| WALT DISNEY CO | 42 | Q3 2023 | 3.3% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.8% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 3.5% |
| BRISTOL-MYERS SQUIBB CO COM | 42 | Q3 2023 | 3.7% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.2% |
| MCDONALDS CORP COM | 42 | Q3 2023 | 2.3% |
View BURNS J W & CO INC/NY's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-20 |
View BURNS J W & CO INC/NY'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.