Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 1 | Q3 2023 | 8.3% |
ISHARES RUSSELL 1000 VALUE ETF | 1 | Q3 2023 | 6.3% |
INTERNATIONAL BUSINESS MACHINES CORP COM | 1 | Q3 2023 | 5.7% |
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND | 1 | Q3 2023 | 5.6% |
FIDELITY D & D BANCORP INC. | 1 | Q3 2023 | 5.1% |
INVESCO EXCHANGE TRADED FD TR | 1 | Q3 2023 | 3.4% |
INVESCO S&P QUALITY ETF | 1 | Q3 2023 | 3.1% |
VANGUARD S DIVIDEND APPRECIATION ETF | 1 | Q3 2023 | 2.9% |
Avantis EMERGING MKT VAL | 1 | Q3 2023 | 2.7% |
MICROSOFT CORP | 1 | Q3 2023 | 2.7% |
View FIDELITY D & D BANCORP INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
10-Q | 2024-05-14 |
8-K | 2024-05-08 |
8-K | 2024-04-24 |
13F-HR | 2024-04-16 |
13F-HR | 2024-04-16 |
4 | 2024-04-01 |
4 | 2024-03-27 |
DEF 14A | 2024-03-27 |
144 | 2024-03-26 |
10-K | 2024-03-20 |
View FIDELITY D & D BANCORP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.