$69.9 Million is the total value of &PARTNERS's 148 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 26.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $3,748,000 | +17.2% | 19,731 | -2.7% | 5.37% | +0.1% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $2,426,000 | +1.4% | 15,011 | +0.3% | 3.47% | -13.5% |
| V | Buy | VISA INC | $2,053,000 | +24.7% | 13,146 | +4.9% | 2.94% | +6.4% |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $2,016,000 | +21.9% | 119,233 | +3.3% | 2.89% | +4.0% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $1,916,000 | +44.0% | 21,480 | -2.8% | 2.74% | +22.8% |
| ET | Buy | ENERGY TRANSFER LP | $1,748,000 | +20.2% | 113,751 | +19.6% | 2.50% | +2.6% |
| NEWT | Sell | NEWTEK BUSINESS SVCS CORP | $1,574,000 | +13.4% | 80,146 | -0.4% | 2.25% | -3.2% |
| LADR | Sell | LADDER CAP CORPcl a | $1,559,000 | +8.0% | 91,606 | -2.3% | 2.23% | -7.8% |
| BX | Sell | BLACKSTONE GROUP L P | $1,300,000 | +16.0% | 37,187 | -1.4% | 1.86% | -1.1% |
| TPVG | Sell | TRIPLEPOINT VENTURE GROWTH B | $1,183,000 | +26.3% | 85,957 | -0.8% | 1.69% | +7.8% |
| SXCP | Sell | SUNCOKE ENERGY PARTNERS L P | $1,030,000 | +43.9% | 82,720 | -13.2% | 1.48% | +22.8% |
| IBB | Sell | ISHARES TRnasdaq biotech | $1,029,000 | +6.4% | 9,200 | -8.2% | 1.47% | -9.2% |
| TGE | Buy | TALLGRASS ENERGY LP | $984,000 | +8.8% | 39,143 | +5.4% | 1.41% | -7.1% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $957,000 | +30.2% | 17,488 | +9.7% | 1.37% | +11.1% |
| AMZN | AMAZON COM INC | $944,000 | +18.6% | 530 | 0.0% | 1.35% | +1.2% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $900,000 | +21.3% | 21,500 | 0.0% | 1.29% | +3.5% | |
| FHN | Sell | FIRST HORIZON NATL CORP | $896,000 | +6.0% | 64,065 | -0.3% | 1.28% | -9.5% |
| CSCO | Sell | CISCO SYS INC | $873,000 | +18.8% | 16,166 | -4.7% | 1.25% | +1.4% |
| CCLP | Buy | CSI COMPRESSCO LP | $827,000 | +85.4% | 291,144 | +74.0% | 1.18% | +58.3% |
| ITW | ILLINOIS TOOL WKS INC | $825,000 | +13.3% | 5,747 | 0.0% | 1.18% | -3.3% | |
| ENB | ENBRIDGE INC | $791,000 | +16.7% | 21,821 | 0.0% | 1.13% | -0.4% | |
| JNJ | Buy | JOHNSON & JOHNSON | $778,000 | +11.6% | 5,568 | +3.1% | 1.11% | -4.7% |
| BHR | Sell | BRAEMAR HOTELS & RESORTS INC | $775,000 | +35.7% | 63,473 | -2.9% | 1.11% | +15.8% |
| PFLT | Buy | PENNANTPARK FLOATING RATE CA | $774,000 | +11.7% | 60,427 | +0.8% | 1.11% | -4.7% |
| BPY | Buy | BROOKFIELD PPTY PARTNERS L Punit ltd partn | $750,000 | +57.9% | 36,444 | +28.1% | 1.07% | +34.8% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $744,000 | +14.3% | 3,215 | -1.4% | 1.06% | -2.5% |
| CSTM | Sell | CONSTELLIUM NVcl a | $713,000 | +11.1% | 89,300 | -21.9% | 1.02% | -5.2% |
| EURN | Sell | EURONAV NV ANTWERPEN | $706,000 | +8.3% | 86,611 | -8.0% | 1.01% | -7.6% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $702,000 | +13.6% | 3,558 | +2.2% | 1.00% | -3.1% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $661,000 | -1.6% | 3,292 | 0.0% | 0.95% | -16.1% | |
| NGL | Buy | NGL ENERGY PARTNERS LP | $660,000 | +65.8% | 47,010 | +39.3% | 0.94% | +41.5% |
| SYF | Sell | SYNCHRONY FINL | $659,000 | +35.9% | 20,660 | -35.1% | 0.94% | +15.8% |
| JPM | JPMORGAN CHASE & CO | $654,000 | +3.8% | 6,458 | 0.0% | 0.94% | -11.4% | |
| SYK | STRYKER CORP | $612,000 | +25.9% | 3,100 | 0.0% | 0.88% | +7.5% | |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $599,000 | +29.9% | 6,615 | +0.9% | 0.86% | +11.0% |
| EAF | New | GRAFTECH INTL LTD | $554,000 | – | 43,350 | +100.0% | 0.79% | – |
| TRGP | Sell | TARGA RES CORP | $551,000 | +10.6% | 13,262 | -10.9% | 0.79% | -5.5% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $532,000 | +16.2% | 3,803 | +0.0% | 0.76% | -0.8% |
| URI | UNITED RENTALS INC | $530,000 | +11.3% | 4,640 | 0.0% | 0.76% | -5.0% | |
| PYPL | New | PAYPAL HLDGS INC | $526,000 | – | 5,065 | +100.0% | 0.75% | – |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $525,000 | +20.1% | 33,633 | +7.7% | 0.75% | +2.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $516,000 | +20.0% | 4,959 | +6.1% | 0.74% | +2.5% |
| FB | Buy | FACEBOOK INCcl a | $516,000 | +33.7% | 3,095 | +5.1% | 0.74% | +14.0% |
| FAST | FASTENAL CO | $514,000 | +23.0% | 8,000 | 0.0% | 0.74% | +5.0% | |
| TRTX | Buy | TPG RE FIN TR INC | $491,000 | +12.1% | 25,046 | +3.3% | 0.70% | -4.4% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $487,000 | +8.7% | 14,087 | +6.3% | 0.70% | -7.3% |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $485,000 | +26.0% | 13,795 | 0.0% | 0.69% | +7.4% | |
| NHI | Sell | NATIONAL HEALTH INVS INC | $466,000 | -6.4% | 5,935 | -11.5% | 0.67% | -20.1% |
| KREF | Sell | KKR REAL ESTATE FIN TR INC | $459,000 | +4.8% | 22,924 | -0.8% | 0.66% | -10.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $459,000 | +56.1% | 2,423 | +36.7% | 0.66% | +33.3% |
| VER | Buy | VEREIT INC | $447,000 | +20.2% | 53,431 | +2.7% | 0.64% | +2.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $436,000 | +41.1% | 1,542 | +24.7% | 0.62% | +20.5% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $423,000 | +30.6% | 13,250 | +6.0% | 0.61% | +11.4% |
| TFSL | TFS FINL CORP | $412,000 | +2.2% | 25,000 | 0.0% | 0.59% | -12.7% | |
| NBLX | New | NOBLE MIDSTREAM PARTNERS LP | $401,000 | – | 11,140 | +100.0% | 0.57% | – |
| EPD | ENTERPRISE PRODS PARTNERS L | $390,000 | +18.5% | 13,391 | 0.0% | 0.56% | +1.1% | |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $387,000 | -5.6% | 4,530 | -15.0% | 0.55% | -19.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $384,000 | +25.9% | 2,403 | +3.3% | 0.55% | +7.4% |
| FIS | FIDELITY NATL INFORMATION SV | $382,000 | +10.4% | 3,376 | 0.0% | 0.55% | -5.7% | |
| MO | Buy | ALTRIA GROUP INC | $375,000 | +20.2% | 6,535 | +3.5% | 0.54% | +2.7% |
| SKYY | FIRST TR EXCHANGE TRADED FD | $374,000 | +18.7% | 6,495 | 0.0% | 0.54% | +1.3% | |
| LOW | LOWES COS INC | $372,000 | +18.5% | 3,400 | 0.0% | 0.53% | +1.1% | |
| VRP | Sell | INVESCO EXCHNG TRADED FD TRvar rate pfd | $363,000 | +6.5% | 14,750 | -2.9% | 0.52% | -9.1% |
| XOM | Buy | EXXON MOBIL CORP | $356,000 | +20.3% | 4,410 | +1.4% | 0.51% | +2.6% |
| PMT | PENNYMAC MTG INVT TR | $355,000 | +11.3% | 17,133 | 0.0% | 0.51% | -5.0% | |
| MSFT | Buy | MICROSOFT CORP | $353,000 | +16.1% | 2,990 | +0.0% | 0.50% | -1.0% |
| IVV | ISHARES TRcore s&p500 etf | $352,000 | +13.2% | 1,236 | 0.0% | 0.50% | -3.4% | |
| WFC | Sell | WELLS FARGO CO NEW | $341,000 | -3.4% | 7,053 | -7.8% | 0.49% | -17.6% |
| CRM | Buy | SALESFORCE COM INC | $340,000 | +46.6% | 2,148 | +27.0% | 0.49% | +25.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $338,000 | +4.6% | 3,754 | +0.4% | 0.48% | -10.7% |
| IJR | New | ISHARES TRcore s&p scp etf | $338,000 | – | 4,376 | +100.0% | 0.48% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $332,000 | +36.1% | 3,758 | +3.0% | 0.48% | +16.1% |
| EPR | EPR PPTYS | $326,000 | +19.9% | 4,245 | 0.0% | 0.47% | +2.4% | |
| CZR | New | CAESARS ENTMT CORP | $325,000 | – | 37,355 | +100.0% | 0.46% | – |
| DIS | Buy | DISNEY WALT CO | $325,000 | +21.7% | 2,923 | +19.8% | 0.46% | +3.8% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $322,000 | +9.5% | 14,470 | -22.6% | 0.46% | -6.5% |
| LMRKN | Buy | LANDMARK INFRASTRUCTURE LP7% cnv pfd unt c | $318,000 | +28.7% | 12,855 | +7.1% | 0.46% | +9.9% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $314,000 | – | 1,146 | +100.0% | 0.45% | – |
| FOE | FERRO CORP | $312,000 | +20.9% | 16,480 | 0.0% | 0.45% | +3.2% | |
| MIC | MACQUARIE INFRASTRUCTURE COR | $304,000 | +12.6% | 7,375 | 0.0% | 0.44% | -4.0% | |
| BLACKSTONE MTG TR INCnote 4.375% 5/0 | $302,000 | +3.4% | 300,000 | 0.0% | 0.43% | -11.8% | ||
| ABR | Buy | ARBOR RLTY TR INC | $301,000 | +29.7% | 23,225 | +1.0% | 0.43% | +10.8% |
| T | Sell | AT&T INC | $299,000 | -22.5% | 9,520 | -29.6% | 0.43% | -34.0% |
| PK | Sell | PARK HOTELS RESORTS INC | $289,000 | +7.8% | 9,300 | -9.7% | 0.41% | -8.0% |
| GMRE | GLOBAL MED REIT INC | $289,000 | +10.3% | 29,450 | 0.0% | 0.41% | -5.9% | |
| IWM | ISHARES TRrussell 2000 etf | $287,000 | +14.3% | 1,874 | 0.0% | 0.41% | -2.4% | |
| VZ | New | VERIZON COMMUNICATIONS INC | $286,000 | – | 4,841 | +100.0% | 0.41% | – |
| SAFE | New | SAFEHOLD INC | $284,000 | – | 13,000 | +100.0% | 0.41% | – |
| CELG | New | CELGENE CORP | $283,000 | – | 2,995 | +100.0% | 0.40% | – |
| PEP | Sell | PEPSICO INC | $282,000 | -8.7% | 2,301 | -17.6% | 0.40% | -22.0% |
| OXLC | Sell | OXFORD LANE CAP CORP | $276,000 | -85.7% | 28,039 | -86.3% | 0.40% | -87.8% |
| VIG | VANGUARD GROUPdiv app etf | $274,000 | +11.8% | 2,498 | 0.0% | 0.39% | -4.6% | |
| ARCC | ARES CAP CORP | $272,000 | +10.1% | 15,850 | 0.0% | 0.39% | -6.0% | |
| SU | SUNCOR ENERGY INC NEW | $271,000 | +15.8% | 8,366 | 0.0% | 0.39% | -1.3% | |
| THQ | Sell | TEKLA HEALTHCARE OPPORTUNIT | $254,000 | +5.4% | 14,404 | -5.5% | 0.36% | -9.9% |
| TGP | TEEKAY LNG PARTNERS L Pprtnrsp units | $251,000 | +35.7% | 16,800 | 0.0% | 0.36% | +15.8% | |
| HBI | Buy | HANESBRANDS INC | $251,000 | +59.9% | 14,050 | +12.0% | 0.36% | +36.5% |
| ORCL | ORACLE CORP | $248,000 | +19.2% | 4,611 | 0.0% | 0.36% | +1.7% | |
| OCSI | Buy | OAKTREE STRATEGIC INCOME COR | $243,000 | +5.2% | 29,958 | +0.4% | 0.35% | -10.3% |
| CI | Buy | CIGNA CORP NEW | $241,000 | +2.6% | 1,499 | +21.0% | 0.34% | -12.4% |
| BBT | Buy | BB&T CORP | $239,000 | +7.7% | 5,144 | +0.2% | 0.34% | -8.1% |
| CMCSA | COMCAST CORP NEWcl a | $237,000 | +17.3% | 5,918 | 0.0% | 0.34% | 0.0% | |
| CTT | Buy | CATCHMARK TIMBER TR INCcl a | $236,000 | +95.0% | 24,000 | +41.2% | 0.34% | +66.5% |
| BDCS | Sell | UBS AG JERSEY BRHetrac wells bdci | $236,000 | +9.3% | 11,972 | -18.0% | 0.34% | -6.6% |
| TCPC | Buy | BLACKROCK TCP CAP CORP | $233,000 | +11.5% | 16,452 | +2.5% | 0.33% | -4.8% |
| ASH | ASHLAND GLOBAL HLDGS INC | $232,000 | +10.0% | 2,975 | 0.0% | 0.33% | -6.2% | |
| TWO | Sell | TWO HBRS INVT CORP | $231,000 | +5.0% | 17,100 | -1.7% | 0.33% | -10.3% |
| BHRPRB | Sell | BRAEMAR HOTELS & RESORTS INC5.5 cum cv pfd b | $220,000 | -24.7% | 11,000 | -35.3% | 0.32% | -35.7% |
| BA | New | BOEING CO | $219,000 | – | 575 | +100.0% | 0.31% | – |
| DE | Sell | DEERE & CO | $217,000 | +4.8% | 1,360 | -4.9% | 0.31% | -10.4% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $216,000 | – | 5,077 | +100.0% | 0.31% | – |
| VTA | Sell | INVESCO DYNAMIC CR OPP FD | $209,000 | +3.5% | 19,245 | -31.1% | 0.30% | -11.8% |
| UTF | Sell | COHEN & STEERS INFRASTRUCTUR | $209,000 | +22.9% | 8,517 | -24.1% | 0.30% | +4.9% |
| IGR | CBRE CLARION GLOBAL REAL EST | $209,000 | +21.5% | 28,000 | 0.0% | 0.30% | +3.5% | |
| APO | New | APOLLO GLOBAL MGMT LLC | $206,000 | – | 7,290 | +100.0% | 0.30% | – |
| OMP | OASIS MIDSTREAM PARTNERS LP | $206,000 | +27.2% | 10,150 | 0.0% | 0.30% | +8.5% | |
| BTO | New | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $203,000 | – | 6,375 | +100.0% | 0.29% | – |
| HTGC | New | HERCULES CAPITAL INC | $194,000 | – | 15,350 | +100.0% | 0.28% | – |
| SNMP | Sell | SANCHEZ MIDSTREAM PARTNERS L | $180,000 | +22.4% | 83,512 | -21.5% | 0.26% | +4.5% |
| ISD | Sell | PGIM HIGH YIELD BOND FUND IN | $172,000 | +8.9% | 12,102 | -7.1% | 0.25% | -7.2% |
| MRCC | Sell | MONROE CAP CORP | $169,000 | -9.1% | 13,925 | -27.9% | 0.24% | -22.4% |
| CGBD | New | TCG BDC INC | $164,000 | – | 11,300 | +100.0% | 0.24% | – |
| BGT | New | BLACKROCK FLOATING RATE INCO | $158,000 | – | 12,946 | +100.0% | 0.23% | – |
| NYCB | NEW YORK CMNTY BANCORP INC | $154,000 | +23.2% | 13,313 | 0.0% | 0.22% | +4.8% | |
| SOHO | Sell | SOTHERLY HOTELS INC | $150,000 | -12.3% | 22,000 | -27.9% | 0.22% | -25.1% |
| EVV | Sell | EATON VANCE LTD DUR INCOME F | $141,000 | +6.8% | 11,122 | -4.4% | 0.20% | -8.6% |
| STAR | New | ISTAR INC | $126,000 | – | 15,000 | +100.0% | 0.18% | – |
| GE | Buy | GENERAL ELECTRIC CO | $120,000 | +42.9% | 12,054 | +9.0% | 0.17% | +22.0% |
| PPR | VOYA PRIME RATE TRsh ben int | $107,000 | +7.0% | 22,300 | 0.0% | 0.15% | -8.9% | |
| F | FORD MTR CO DEL | $106,000 | +14.0% | 12,125 | 0.0% | 0.15% | -2.6% | |
| STARWOOD PPTY TR INCnote 4.375% 4/0 | $99,000 | 0.0% | 100,000 | 0.0% | 0.14% | -14.5% | ||
| GIM | TEMPLETON GLOBAL INCOME FD | $76,000 | +5.6% | 12,000 | 0.0% | 0.11% | -9.9% | |
| CLMT | Sell | CALUMET SPECIALTY PRODS PTNRut ltd partner | $72,000 | +28.6% | 20,215 | -32.3% | 0.10% | +9.6% |
| CLNY | New | COLONY CAP INC NEW | $72,000 | – | 13,500 | +100.0% | 0.10% | – |
| AMID | Sell | AMERICAN MIDSTREAM PARTNERS | $71,000 | +29.1% | 13,700 | -74.4% | 0.10% | +10.9% |
| SIRI | New | SIRIUS XM HLDGS INC | $66,000 | – | 11,700 | +100.0% | 0.09% | – |
| LAZY | New | LAZYDAYS HLDGS INC | $64,000 | – | 14,000 | +100.0% | 0.09% | – |
| DSX | Buy | DIANA SHIPPING INC | $56,000 | +75.0% | 20,000 | +100.0% | 0.08% | +48.1% |
| TK | TEEKAY CORPORATION | $51,000 | +18.6% | 13,000 | 0.0% | 0.07% | +1.4% | |
| AT | Buy | ATLANTIC PWR CORP | $49,000 | +122.7% | 19,533 | +94.7% | 0.07% | +89.2% |
| TUESQ | TUESDAY MORNING CORP | $46,000 | +24.3% | 21,750 | 0.0% | 0.07% | +6.5% | |
| JMP | JMP GROUP LLC | $45,000 | -4.3% | 12,000 | 0.0% | 0.06% | -19.0% | |
| SCORPIO TANKERS INCnote 3.000% 5/1 | $44,000 | +12.8% | 50,000 | 0.0% | 0.06% | -3.1% | ||
| EYES | New | SECOND SIGHT MED PRODS INC | $41,000 | – | 51,961 | +100.0% | 0.06% | – |
| TTOO | New | T2 BIOSYSTEMS INC | $26,000 | – | 10,000 | +100.0% | 0.04% | – |
| NMM | Buy | NAVIOS MARITIME PARTNERS L Punit lpi | $14,000 | +75.0% | 15,000 | +50.0% | 0.02% | +53.8% |
| EYESW | New | SECOND SIGHT MED PRODS INC*w exp 03/06/202 | $4,000 | – | 21,961 | +100.0% | 0.01% | – |
| CPLP | CAPITAL PRODUCT PARTNERS L P | $0 | -100.0% | 36,000 | 0.0% | 0.00% | -100.0% | |
| LC | Exit | LENDINGCLUB CORP | $0 | – | -10,000 | -100.0% | -0.04% | – |
| DLNG | Exit | DYNAGAS LNG PARTNERS LP | $0 | – | -14,630 | -100.0% | -0.05% | – |
| SXC | Exit | SUNCOKE ENERGY INC | $0 | – | -14,750 | -100.0% | -0.13% | – |
| JFR | Exit | NUVEEN FLOATING RATE INCOME | $0 | – | -14,287 | -100.0% | -0.14% | – |
| SMLP | Exit | SUMMIT MIDSTREAM PARTNERS LP | $0 | – | -14,567 | -100.0% | -0.30% | – |
| Exit | TWO HBRS INVT CORPnote 6.250% 1/1 | $0 | – | -200,000 | -100.0% | -0.33% | – | |
| TEX | Exit | TEREX CORP NEW | $0 | – | -9,725 | -100.0% | -0.34% | – |
| SAFE | Exit | SAFETY INCOME & GROWTH INC | $0 | – | -13,000 | -100.0% | -0.41% | – |
| PICK | Exit | ISHARES INCmsci gbl etf new | $0 | – | -9,472 | -100.0% | -0.43% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -3,665 | -100.0% | -0.46% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -15,700 | -100.0% | -0.52% | – |
| PBFX | Exit | PBF LOGISTICS LPunit ltd ptnr | $0 | – | -17,335 | -100.0% | -0.58% | – |
| IDE | Exit | VOYA INFRASTRUCTURE INDLS & | $0 | – | -42,026 | -100.0% | -0.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 7.2% |
| ISHARES TR | 20 | Q3 2023 | 8.1% |
| CRACKER BARREL OLD CTRY STOR | 20 | Q3 2023 | 4.0% |
| VISA INC | 20 | Q3 2023 | 3.0% |
| AMAZON COM INC | 20 | Q3 2023 | 2.1% |
| RITHM CAPITAL CORP | 20 | Q3 2023 | 2.9% |
| OXFORD LANE CAP CORP | 20 | Q3 2023 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 2.0% |
| UNITED RENTALS INC | 20 | Q3 2023 | 1.4% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 1.4% |
View &PARTNERS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| X-17A-5/A | 2024-04-01 |
| X-17A-5 | 2024-04-01 |
| MA-A | 2024-02-13 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-06 |
| MA/A | 2023-09-11 |
| 13F-HR | 2023-07-05 |
| 13F-HR | 2023-04-06 |
| X-17A-5 | 2023-02-28 |
View &PARTNERS'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.