$2.41 Billion is the total value of ALESCO ADVISORS LLC's 148 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 8.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Sell | ISHARES TRcore s&p500 etf | $536,283,000 | -10.0% | 1,495,283 | -4.8% | 22.23% | -3.4% |
IEFA | Buy | ISHARES TRcore msci eafe | $251,518,000 | -7.9% | 4,775,353 | +3.0% | 10.43% | -1.1% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $226,213,000 | -3.9% | 1,031,712 | -0.9% | 9.38% | +3.1% |
IJR | Buy | ISHARES TRcore s&p scp etf | $205,092,000 | +4.0% | 2,352,242 | +10.2% | 8.50% | +11.6% |
IEMG | Buy | ISHARES INCcore msci emkt | $118,557,000 | -8.1% | 2,758,434 | +4.9% | 4.91% | -1.4% |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $106,526,000 | -4.8% | 2,056,482 | +2.6% | 4.42% | +2.2% |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $104,679,000 | -9.2% | 3,035,052 | -3.1% | 4.34% | -2.6% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $92,163,000 | -7.0% | 258,028 | -1.8% | 3.82% | -0.2% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $85,338,000 | +5.8% | 1,196,386 | +11.6% | 3.54% | +13.5% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $81,986,000 | -0.6% | 1,704,136 | +3.6% | 3.40% | +6.7% |
EFV | Buy | ISHARES TReafe value etf | $61,054,000 | -11.0% | 1,584,589 | +0.2% | 2.53% | -4.5% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $56,270,000 | -26.7% | 1,165,972 | -25.3% | 2.33% | -21.3% |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $38,923,000 | -4.6% | 673,181 | -0.1% | 1.61% | +2.4% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $33,745,000 | -13.9% | 928,085 | -3.4% | 1.40% | -7.7% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $32,938,000 | -18.5% | 443,425 | -16.3% | 1.36% | -12.6% |
ESGU | Sell | ISHARES TResg awr msci usa | $29,807,000 | -12.0% | 375,354 | -7.1% | 1.24% | -5.6% |
FLRN | Sell | SPDR SER TRbloomberg invt | $25,962,000 | -19.7% | 856,823 | -20.2% | 1.08% | -13.9% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $25,862,000 | -10.9% | 287,358 | -6.5% | 1.07% | -4.4% |
EAGG | Buy | ISHARES TResg awr us agrgt | $25,138,000 | +5.0% | 541,300 | +10.6% | 1.04% | +12.6% |
IVE | Sell | ISHARES TRs&p 500 val etf | $16,437,000 | -10.7% | 127,896 | -4.4% | 0.68% | -4.2% |
IWC | Buy | ISHARES TRmicro-cap etf | $15,631,000 | +17.4% | 151,187 | +18.1% | 0.65% | +26.1% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $15,181,000 | -14.1% | 416,028 | -2.0% | 0.63% | -7.9% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $9,889,000 | -9.2% | 102,892 | -4.1% | 0.41% | -2.6% |
TIP | Sell | ISHARES TRtips bd etf | $9,430,000 | -10.8% | 89,891 | -3.1% | 0.39% | -4.2% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $9,309,000 | +3.4% | 233,065 | +5.0% | 0.39% | +10.9% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $9,219,000 | -15.1% | 56,366 | -10.6% | 0.38% | -9.0% |
PAYX | Sell | PAYCHEX INC | $8,525,000 | -1.8% | 75,976 | -0.3% | 0.35% | +5.4% |
NYF | Buy | ISHARES TRnew york mun etf | $8,435,000 | +11.0% | 166,730 | +15.4% | 0.35% | +19.0% |
MUB | Buy | ISHARES TRnational mun etf | $8,386,000 | +101.3% | 81,753 | +108.7% | 0.35% | +116.1% |
ESGD | Buy | ISHARES TResg aw msci eafe | $8,211,000 | -9.7% | 146,293 | +1.0% | 0.34% | -3.1% |
SCZ | Buy | ISHARES TReafe sml cp etf | $8,149,000 | -7.6% | 167,059 | +3.4% | 0.34% | -0.9% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $7,716,000 | -9.6% | 63,363 | -3.8% | 0.32% | -3.0% |
SUB | Sell | ISHARES TRshrt nat mun etf | $7,067,000 | -10.3% | 68,837 | -8.6% | 0.29% | -3.6% |
SUSB | Sell | ISHARES TResg awre 1 5 yr | $6,616,000 | -3.9% | 281,670 | -1.4% | 0.27% | +3.0% |
ESML | Buy | ISHARES TResg aware msci | $5,588,000 | +20.7% | 182,186 | +24.0% | 0.23% | +29.6% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $4,706,000 | -20.3% | 93,616 | -20.8% | 0.20% | -14.5% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $4,685,000 | +36.6% | 62,612 | +40.2% | 0.19% | +45.9% |
ESGE | Buy | ISHARES INCesg awr msci em | $4,434,000 | -12.5% | 160,241 | +2.2% | 0.18% | -6.1% |
VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $4,323,000 | -16.5% | 89,800 | -13.4% | 0.18% | -10.5% |
AGG | Sell | ISHARES TRcore us aggbd et | $4,135,000 | -21.5% | 42,925 | -17.1% | 0.17% | -15.8% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $3,692,000 | -5.1% | 17,548 | -1.4% | 0.15% | +2.0% |
MBB | Buy | ISHARES TRmbs etf | $3,390,000 | -3.7% | 37,015 | +2.5% | 0.14% | +3.7% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $3,367,000 | -7.6% | 79,499 | -2.6% | 0.14% | -0.7% |
EFA | Sell | ISHARES TRmsci eafe etf | $3,249,000 | -14.5% | 58,012 | -4.6% | 0.14% | -8.2% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $3,077,000 | -5.0% | 26,926 | -0.8% | 0.13% | +2.4% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $3,011,000 | -6.0% | 16,017 | -1.5% | 0.12% | +0.8% |
BA | BROADSTONE NET LEASE INC | $2,892,000 | -24.3% | 186,220 | 0.0% | 0.12% | -18.9% | |
IBDO | ISHARES TRibonds dec23 etf | $2,468,000 | -0.6% | 98,920 | 0.0% | 0.10% | +6.2% | |
IBDP | ISHARES TRibonds dec24 etf | $2,435,000 | -1.6% | 99,990 | 0.0% | 0.10% | +5.2% | |
AAPL | Buy | APPLE INC | $2,378,000 | +2.3% | 17,205 | +1.2% | 0.10% | +10.0% |
MSFT | Sell | MICROSOFT CORP | $2,310,000 | -10.4% | 9,920 | -1.2% | 0.10% | -4.0% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $2,123,000 | -10.3% | 46,859 | -5.2% | 0.09% | -3.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,098,000 | -1.5% | 7,857 | +0.7% | 0.09% | +6.1% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,919,000 | -5.9% | 11,226 | -3.0% | 0.08% | +1.3% |
SPMB | Buy | SPDR SER TRport mtg bk etf | $1,763,000 | +22.4% | 82,200 | +30.5% | 0.07% | +30.4% |
STPZ | Sell | PIMCO ETF TR1-5 us tip idx | $1,742,000 | -15.4% | 35,260 | -10.4% | 0.07% | -10.0% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,566,000 | -2.3% | 24,852 | -1.2% | 0.06% | +4.8% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,498,000 | -11.9% | 35,677 | -7.0% | 0.06% | -6.1% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,392,000 | -2.4% | 24,070 | +1.8% | 0.06% | +5.5% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,262,000 | -6.1% | 12,415 | -2.7% | 0.05% | 0.0% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $1,255,000 | -6.7% | 15,221 | +0.8% | 0.05% | 0.0% |
XOM | Sell | EXXON MOBIL CORP | $1,258,000 | +1.5% | 14,414 | -0.5% | 0.05% | +8.3% |
IBDD | ISHARES TRibonds mar23 etf | $1,196,000 | -0.1% | 45,205 | 0.0% | 0.05% | +8.7% | |
TIPX | New | SPDR SER TRbloomberg 1 10 y | $1,178,000 | – | 64,677 | +100.0% | 0.05% | – |
LOW | LOWES COS INC | $1,172,000 | +7.5% | 6,240 | 0.0% | 0.05% | +16.7% | |
VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,176,000 | -25.6% | 7,195 | -21.8% | 0.05% | -19.7% |
IBML | ISHARES TRibonds dec2023 | $1,186,000 | -1.0% | 46,985 | 0.0% | 0.05% | +6.5% | |
SHV | Sell | ISHARES TRshort treas bd | $1,132,000 | -5.7% | 10,295 | -5.6% | 0.05% | +2.2% |
IWP | ISHARES TRrus md cp gr etf | $1,122,000 | -1.0% | 14,300 | 0.0% | 0.05% | +6.8% | |
SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $1,110,000 | -11.8% | 59,365 | -0.6% | 0.05% | -6.1% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,119,000 | -13.2% | 39,768 | -3.0% | 0.05% | -8.0% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $1,076,000 | +56.4% | 42,786 | +76.1% | 0.04% | +66.7% |
IGSB | Sell | ISHARES TR | $1,061,000 | -13.7% | 21,525 | -11.4% | 0.04% | -6.4% |
Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $1,030,000 | +95.4% | 50,158 | +122.1% | 0.04% | +115.0% | |
IWM | Sell | ISHARES TRrussell 2000 etf | $1,033,000 | -13.9% | 6,265 | -11.6% | 0.04% | -6.5% |
EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $1,043,000 | -12.6% | 22,886 | -6.7% | 0.04% | -6.5% |
SHY | ISHARES TR1 3 yr treas bd | $1,014,000 | -1.9% | 12,490 | 0.0% | 0.04% | +5.0% | |
GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $967,000 | -10.1% | 37,105 | -0.3% | 0.04% | -4.8% |
JNJ | Buy | JOHNSON & JOHNSON | $963,000 | -2.2% | 5,893 | +6.2% | 0.04% | +5.3% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $921,000 | -16.4% | 15,213 | -13.4% | 0.04% | -11.6% |
SPIP | Sell | SPDR SER TRportfli tips etf | $902,000 | -10.7% | 35,563 | -3.1% | 0.04% | -5.1% |
CATH | Sell | GLOBAL X FDSs&p 500 catholic | $893,000 | -8.7% | 20,453 | -4.0% | 0.04% | -2.6% |
TFI | Sell | SPDR SER TRnuveen blmbrg mu | $861,000 | -15.0% | 19,566 | -11.4% | 0.04% | -7.7% |
JPM | JPMORGAN CHASE & CO | $848,000 | -7.2% | 8,118 | 0.0% | 0.04% | 0.0% | |
RWR | SPDR SER TRdj reit etf | $822,000 | -11.3% | 9,750 | 0.0% | 0.03% | -5.6% | |
SPYX | Sell | SPDR SER TRspdr s&p 500 etf | $797,000 | -15.4% | 9,150 | -10.4% | 0.03% | -8.3% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $690,000 | -3.8% | 1,718 | -0.9% | 0.03% | +3.6% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $682,000 | +17.2% | 11,658 | +25.0% | 0.03% | +27.3% |
SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $676,000 | -10.0% | 13,760 | -5.4% | 0.03% | -3.4% |
ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $672,000 | -9.4% | 15,425 | -5.1% | 0.03% | -3.4% |
AMZN | Buy | AMAZON COM INC | $667,000 | +40.1% | 5,903 | +31.8% | 0.03% | +55.6% |
Buy | WISDOMTREE TRfloatng rat trea | $617,000 | +2.2% | 12,280 | +2.4% | 0.03% | +13.0% | |
IWO | ISHARES TRrus 2000 grw etf | $620,000 | +0.2% | 3,000 | 0.0% | 0.03% | +8.3% | |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $634,000 | +0.5% | 10,970 | +2.3% | 0.03% | +8.3% |
New | DIMENSIONAL ETF TRUSTintl small cap e | $600,000 | – | 32,487 | +100.0% | 0.02% | – | |
RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $571,000 | -6.9% | 8,172 | +0.0% | 0.02% | 0.0% |
EMB | ISHARES TRjpmorgan usd emg | $570,000 | -7.0% | 7,180 | 0.0% | 0.02% | 0.0% | |
ALL | ALLSTATE CORP | $548,000 | -1.8% | 4,402 | 0.0% | 0.02% | +4.5% | |
LQD | ISHARES TRiboxx inv cp etf | $543,000 | -6.9% | 5,300 | 0.0% | 0.02% | 0.0% | |
VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $517,000 | -14.3% | 13,561 | -0.4% | 0.02% | -8.7% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $498,000 | -4.8% | 2,774 | +0.1% | 0.02% | +5.0% |
PEP | Sell | PEPSICO INC | $501,000 | -8.1% | 3,069 | -6.1% | 0.02% | 0.0% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $478,000 | -15.5% | 21,361 | -4.2% | 0.02% | -9.1% |
EMXC | ISHARES INCmsci emrg chn | $487,000 | -7.2% | 11,000 | 0.0% | 0.02% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $484,000 | -5.5% | 5,040 | 0.0% | 0.02% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $435,000 | -5.4% | 3,375 | 0.0% | 0.02% | 0.0% | |
IDEV | Sell | ISHARES TRcore msci intl | $424,000 | -10.7% | 8,775 | -0.8% | 0.02% | 0.0% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $404,000 | +18.8% | 1,761 | +20.5% | 0.02% | +30.8% |
IWV | ISHARES TRrussell 3000 etf | $414,000 | -4.8% | 2,000 | 0.0% | 0.02% | 0.0% | |
IWR | ISHARES TRrus mid cap etf | $404,000 | -3.8% | 6,500 | 0.0% | 0.02% | +6.2% | |
IAU | Sell | ISHARES GOLD TRishares new | $391,000 | -45.6% | 12,387 | -40.9% | 0.02% | -42.9% |
SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $368,000 | -13.6% | 13,243 | -3.0% | 0.02% | -6.2% |
New | DIMENSIONAL ETF TRUSTinternatnal val | $373,000 | – | 14,465 | +100.0% | 0.02% | – | |
CHMG | CHEMUNG FINL CORP | $371,000 | -11.0% | 8,870 | 0.0% | 0.02% | -6.2% | |
V | Buy | VISA INC | $328,000 | +2.8% | 1,846 | +13.9% | 0.01% | +16.7% |
DIS | Buy | DISNEY WALT CO | $343,000 | +60.3% | 3,634 | +60.6% | 0.01% | +75.0% |
CEFA | Buy | GLOBAL X FDSs&p ex us etf | $303,000 | -1.3% | 13,570 | +8.2% | 0.01% | +8.3% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $305,000 | -4.1% | 8,072 | -0.9% | 0.01% | +8.3% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $324,000 | -0.3% | 3,387 | +2173.2% | 0.01% | 0.0% |
VOO | Sell | VANGUARD INDEX FDS | $303,000 | -14.4% | 922 | -9.6% | 0.01% | -7.1% |
PG | Buy | PROCTER AND GAMBLE CO | $298,000 | -3.9% | 2,359 | +9.3% | 0.01% | 0.0% |
XLK | SELECT SECTOR SPDR TRtechnology | $283,000 | -6.3% | 2,379 | 0.0% | 0.01% | 0.0% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $293,000 | +6.9% | 1,296 | -0.6% | 0.01% | +9.1% |
MCHP | MICROCHIP TECHNOLOGY INC. | $293,000 | +5.0% | 4,809 | 0.0% | 0.01% | +9.1% | |
ORCL | ORACLE CORP | $301,000 | -12.5% | 4,923 | 0.0% | 0.01% | -7.7% | |
JVAL | Sell | J P MORGAN EXCHANGE TRADED Fus value factr | $285,000 | -7.5% | 9,575 | -0.3% | 0.01% | 0.0% |
TMP | TOMPKINS FINL CORP | $276,000 | +0.7% | 3,796 | 0.0% | 0.01% | 0.0% | |
GLD | SPDR GOLD TR | $274,000 | -8.1% | 1,770 | 0.0% | 0.01% | -8.3% | |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $257,000 | -20.2% | 895 | -14.4% | 0.01% | -8.3% |
VNQ | VANGUARD INDEX FDSreal estate etf | $269,000 | -11.8% | 3,353 | 0.0% | 0.01% | -8.3% | |
GOOG | Buy | ALPHABET INCcap stk cl c | $263,000 | -1.5% | 2,740 | +2145.9% | 0.01% | +10.0% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $244,000 | -11.6% | 2,575 | -4.9% | 0.01% | -9.1% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $238,000 | +1.3% | 470 | +8.5% | 0.01% | +11.1% |
SHW | SHERWIN WILLIAMS CO | $246,000 | -8.6% | 1,200 | 0.0% | 0.01% | 0.0% | |
IWB | Sell | ISHARES TRrus 1000 etf | $248,000 | -24.6% | 1,255 | -20.8% | 0.01% | -23.1% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $236,000 | -6.0% | 9,448 | -0.6% | 0.01% | 0.0% |
USIG | New | ISHARES TRusd inv grde etf | $252,000 | – | 5,240 | +100.0% | 0.01% | – |
PFE | Buy | PFIZER INC | $250,000 | +18.5% | 5,716 | +42.3% | 0.01% | +25.0% |
TT | TRANE TECHNOLOGIES PLC | $250,000 | +11.6% | 1,725 | 0.0% | 0.01% | +11.1% | |
DE | New | DEERE & CO | $237,000 | – | 710 | +100.0% | 0.01% | – |
UNH | UNITEDHEALTH GROUP INC | $230,000 | -1.7% | 455 | 0.0% | 0.01% | +11.1% | |
FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $212,000 | -60.1% | 9,063 | -55.8% | 0.01% | -57.1% |
HD | New | HOME DEPOT INC | $216,000 | – | 783 | +100.0% | 0.01% | – |
MCD | MCDONALDS CORP | $228,000 | -6.2% | 986 | 0.0% | 0.01% | 0.0% | |
ABT | ABBOTT LABS | $227,000 | -11.0% | 2,344 | 0.0% | 0.01% | -10.0% | |
CAT | New | CATERPILLAR INC | $227,000 | – | 1,384 | +100.0% | 0.01% | – |
PFF | New | ISHARES TRpfd and incm sec | $202,000 | – | 6,390 | +100.0% | 0.01% | – |
CI | New | CIGNA CORP NEW | $202,000 | – | 729 | +100.0% | 0.01% | – |
IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -2,530 | -100.0% | -0.01% | – |
INTC | Exit | INTEL CORP | $0 | – | -7,537 | -100.0% | -0.01% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -6,645 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 25.5% |
ISHARES TR | 42 | Q3 2023 | 13.3% |
ISHARES TR | 42 | Q3 2023 | 10.9% |
SPDR S&P 500 ETF TR | 42 | Q3 2023 | 13.8% |
VANGUARD BD INDEX FDS | 42 | Q3 2023 | 4.4% |
ISHARES TR | 42 | Q3 2023 | 10.3% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 4.7% |
VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 1.9% |
ISHARES TR | 42 | Q3 2023 | 2.9% |
ISHARES TR | 42 | Q3 2023 | 2.8% |
View ALESCO ADVISORS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-02 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-09 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View ALESCO ADVISORS LLC'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.