$1.24 Billion is the total value of BINGHAM OSBORN & SCARBOROUGH LLC's 155 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 14.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $247,227,000 | +13.9% | 801,748 | -4.8% | 19.93% | -6.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $174,667,000 | +30.5% | 564,007 | +8.9% | 14.08% | +6.8% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $151,969,000 | +18.7% | 3,917,729 | +2.0% | 12.25% | -2.9% |
| IWB | Sell | ISHARES TRrus 1000 etf | $103,644,000 | +20.7% | 603,702 | -0.5% | 8.35% | -1.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $76,923,000 | +28.0% | 275,997 | -2.7% | 6.20% | +4.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $72,383,000 | +12.8% | 1,266,330 | -1.5% | 5.83% | -7.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $58,651,000 | +27.3% | 236,879 | -2.1% | 4.73% | +4.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $37,068,000 | +35.9% | 542,806 | +11.6% | 2.99% | +11.2% |
| APH | Sell | AMPHENOL CORP NEWcl a | $29,292,000 | +31.4% | 305,734 | -0.0% | 2.36% | +7.6% |
| AAPL | Buy | APPLE INC | $22,997,000 | +59.1% | 63,041 | +10.9% | 1.85% | +30.2% |
| AMZN | Sell | AMAZON COM INC | $19,830,000 | +40.9% | 7,188 | -0.4% | 1.60% | +15.2% |
| GLD | Buy | SPDR GOLD TR | $19,366,000 | +59.8% | 115,708 | +41.4% | 1.56% | +30.7% |
| TIP | Sell | ISHARES TRtips bd etf | $13,761,000 | +2.9% | 111,878 | -1.3% | 1.11% | -15.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $12,011,000 | +6.0% | 197,318 | -6.9% | 0.97% | -13.3% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $10,511,000 | +29.0% | 37,656 | -2.1% | 0.85% | +5.5% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $10,138,000 | +15.8% | 91,182 | -2.7% | 0.82% | -5.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $8,699,000 | +11.2% | 110,778 | -1.1% | 0.70% | -9.1% |
| MSFT | Buy | MICROSOFT CORP | $8,564,000 | +36.4% | 42,079 | +5.7% | 0.69% | +11.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $8,379,000 | +9.8% | 70,074 | +1.0% | 0.68% | -10.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $6,953,000 | +17.4% | 44,418 | -3.3% | 0.56% | -4.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $6,490,000 | +79.0% | 53,915 | +48.6% | 0.52% | +46.5% |
| DXCM | Buy | DEXCOM INC | $6,375,000 | +58.6% | 15,725 | +5.4% | 0.51% | +29.8% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $6,004,000 | +28.8% | 56,642 | -0.0% | 0.48% | +5.4% |
| IAU | ISHARES GOLD TRUSTishares | $5,665,000 | +12.8% | 333,406 | 0.0% | 0.46% | -7.7% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $5,456,000 | +10.8% | 48,442 | -2.5% | 0.44% | -9.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,220,000 | +15.0% | 109,639 | -0.9% | 0.42% | -5.8% |
| DLHC | New | DLH HLDGS CORP | $5,143,000 | – | 700,712 | +100.0% | 0.42% | – |
| WORK | Buy | SLACK TECHNOLOGIES INC | $4,014,000 | +15.9% | 129,110 | +0.1% | 0.32% | -5.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $3,835,000 | +0.3% | 113,672 | -0.1% | 0.31% | -18.0% |
| TSLA | Buy | TESLA INC | $3,651,000 | +114.6% | 3,381 | +4.1% | 0.29% | +75.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,635,000 | -3.2% | 20,362 | -0.9% | 0.29% | -20.8% |
| WFC | Buy | WELLS FARGO CO NEW | $3,481,000 | -8.4% | 135,970 | +2.7% | 0.28% | -24.9% |
| BAC | Buy | BK OF AMERICA CORP | $2,830,000 | +12.0% | 119,148 | +0.1% | 0.23% | -8.4% |
| ORCL | Sell | ORACLE CORP | $2,821,000 | -4.3% | 51,035 | -16.4% | 0.23% | -22.0% |
| FB | Sell | FACEBOOK INCcl a | $2,820,000 | +22.8% | 12,421 | -9.7% | 0.23% | +0.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,689,000 | +23.5% | 25,734 | -5.0% | 0.22% | +0.9% |
| CRM | Sell | SALESFORCE COM INC | $2,460,000 | +20.5% | 13,131 | -7.4% | 0.20% | -1.5% |
| EFV | Sell | ISHARES TReafe value etf | $2,138,000 | +2.1% | 53,486 | -8.8% | 0.17% | -16.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $2,042,000 | +55.2% | 81,274 | +39.6% | 0.16% | +26.9% |
| ABBV | Sell | ABBVIE INC | $1,860,000 | +20.9% | 18,944 | -6.2% | 0.15% | -1.3% |
| KR | Sell | KROGER CO | $1,811,000 | +12.3% | 53,502 | -0.1% | 0.15% | -8.2% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $1,764,000 | +19.6% | 23,117 | +0.1% | 0.14% | -2.1% |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $1,703,000 | +10.8% | 15,436 | +0.2% | 0.14% | -9.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,631,000 | +5.6% | 17,342 | +1.1% | 0.13% | -13.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,564,000 | +19.6% | 1,103 | -2.0% | 0.13% | -2.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,550,000 | +6.7% | 11,021 | -0.4% | 0.12% | -12.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,510,000 | +7.9% | 31,718 | -8.3% | 0.12% | -11.6% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $1,442,000 | +16.6% | 7,324 | +0.6% | 0.12% | -4.9% |
| CVX | Sell | CHEVRON CORP NEW | $1,439,000 | +6.1% | 16,129 | -13.8% | 0.12% | -13.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,405,000 | +15.8% | 994 | -4.7% | 0.11% | -5.0% |
| ABT | Buy | ABBOTT LABS | $1,367,000 | +19.6% | 14,955 | +3.2% | 0.11% | -2.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,336,000 | -1.8% | 5 | 0.0% | 0.11% | -19.4% | |
| PEP | Buy | PEPSICO INC | $1,203,000 | +10.5% | 9,099 | +0.4% | 0.10% | -9.3% |
| EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $1,180,000 | +82.7% | 18,186 | +57.6% | 0.10% | +48.4% |
| SBUX | Buy | STARBUCKS CORP | $1,132,000 | +13.0% | 15,377 | +0.9% | 0.09% | -8.1% |
| XOM | Sell | EXXON MOBIL CORP | $1,112,000 | -2.5% | 24,867 | -17.2% | 0.09% | -19.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,094,000 | +5.8% | 3,607 | -0.6% | 0.09% | -13.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,039,000 | +1.6% | 4,029 | -13.7% | 0.08% | -16.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,012,000 | +4.1% | 8,635 | -8.2% | 0.08% | -14.6% |
| VV | VANGUARD INDEX FDSlarge cap etf | $989,000 | +20.8% | 6,919 | 0.0% | 0.08% | -1.2% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $971,000 | +4.9% | 24,504 | -11.2% | 0.08% | -14.3% |
| IDU | ISHARES TRu.s. utilits etf | $944,000 | +1.5% | 6,736 | 0.0% | 0.08% | -17.4% | |
| INTC | Buy | INTEL CORP | $934,000 | +16.0% | 15,606 | +4.9% | 0.08% | -5.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $923,000 | +12.4% | 4,299 | -14.5% | 0.07% | -8.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $913,000 | +82.2% | 5,239 | +0.2% | 0.07% | +51.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $911,000 | +35.2% | 8,422 | +20.3% | 0.07% | +10.6% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $888,000 | +1.8% | 15,732 | 0.0% | 0.07% | -16.3% | |
| IYW | ISHARES TRu.s. tech etf | $877,000 | +32.1% | 3,250 | 0.0% | 0.07% | +9.2% | |
| V | Sell | VISA INC | $792,000 | +10.2% | 4,102 | -8.1% | 0.06% | -9.9% |
| HEIA | Buy | HEICO CORP NEWcl a | $776,000 | +27.4% | 9,555 | +0.2% | 0.06% | +5.0% |
| BA | Buy | BOEING CO | $751,000 | +23.3% | 4,095 | +0.3% | 0.06% | +1.7% |
| HON | Buy | HONEYWELL INTL INC | $746,000 | +25.0% | 5,157 | +15.5% | 0.06% | +1.7% |
| VOO | VANGUARD INDEX FDS | $745,000 | +19.8% | 2,628 | 0.0% | 0.06% | -1.6% | |
| T | Sell | AT&T INC | $740,000 | -1.6% | 24,488 | -5.0% | 0.06% | -18.9% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $729,000 | -42.6% | 7,478 | -51.7% | 0.06% | -52.8% |
| HYB | Buy | NEW AMER HIGH INCOME FD INC | $716,000 | +14.6% | 91,955 | +2.1% | 0.06% | -6.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $714,000 | +25.0% | 4,990 | +0.1% | 0.06% | +3.6% |
| WMT | Sell | WALMART INC | $703,000 | +3.5% | 5,867 | -1.8% | 0.06% | -14.9% |
| MRK | Buy | MERCK & CO. INC | $657,000 | +9.0% | 8,498 | +8.4% | 0.05% | -10.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $660,000 | +7.3% | 3,440 | -15.7% | 0.05% | -13.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $661,000 | +36.3% | 11,984 | +32.7% | 0.05% | +10.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $641,000 | +20.7% | 5,305 | +10.8% | 0.05% | 0.0% |
| CSCO | Sell | CISCO SYS INC | $637,000 | +5.1% | 13,651 | -11.5% | 0.05% | -15.0% |
| AMGN | Buy | AMGEN INC | $617,000 | +24.6% | 2,617 | +7.3% | 0.05% | +2.0% |
| DIS | Sell | DISNEY WALT CO | $625,000 | +8.3% | 5,606 | -6.1% | 0.05% | -12.3% |
| TGT | Buy | TARGET CORP | $544,000 | +29.2% | 4,533 | +0.1% | 0.04% | +7.3% |
| DVY | ISHARES TRselect divid etf | $548,000 | +9.6% | 6,795 | 0.0% | 0.04% | -10.2% | |
| EEMX | Buy | SPDR INDEX SHS FDSmsci emr mkt etf | $523,000 | +149.0% | 8,762 | +112.5% | 0.04% | +100.0% |
| HD | Sell | HOME DEPOT INC | $512,000 | +26.1% | 2,044 | -6.0% | 0.04% | +2.5% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $490,000 | +24.4% | 3,666 | +2.2% | 0.04% | 0.0% |
| BANR | Buy | BANNER CORP | $485,000 | +16.0% | 12,767 | +0.8% | 0.04% | -4.9% |
| LLY | Sell | LILLY ELI & CO | $444,000 | +17.2% | 2,705 | -0.9% | 0.04% | -2.7% |
| ADMS | ADAMAS PHARMACEUTICALS INC | $441,000 | -11.4% | 172,202 | 0.0% | 0.04% | -26.5% | |
| PFE | Sell | PFIZER INC | $438,000 | -6.0% | 13,391 | -6.1% | 0.04% | -23.9% |
| KO | Sell | COCA COLA CO | $436,000 | -2.9% | 9,755 | -3.9% | 0.04% | -20.5% |
| MMM | Buy | 3M CO | $435,000 | +29.5% | 2,790 | +13.2% | 0.04% | +6.1% |
| MCD | Buy | MCDONALDS CORP | $439,000 | +34.3% | 2,380 | +20.4% | 0.04% | +9.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $425,000 | -28.5% | 3,592 | -30.2% | 0.03% | -42.4% |
| LVGO | New | LIVONGO HEALTH INC | $409,000 | – | 5,436 | +100.0% | 0.03% | – |
| CSX | Sell | CSX CORP | $396,000 | +21.5% | 5,675 | -0.3% | 0.03% | 0.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $397,000 | +26.8% | 21,864 | 0.0% | 0.03% | +3.2% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $391,000 | +37.7% | 1,325 | +16.5% | 0.03% | +14.3% |
| CAT | Buy | CATERPILLAR INC DEL | $380,000 | +17.6% | 3,003 | +7.9% | 0.03% | -3.1% |
| SJM | Sell | SMUCKER J M CO | $385,000 | -35.7% | 3,640 | -32.5% | 0.03% | -47.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $372,000 | +3.0% | 6,333 | -2.2% | 0.03% | -16.7% |
| NFLX | Sell | NETFLIX INC | $372,000 | +20.4% | 818 | -0.7% | 0.03% | 0.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $371,000 | +29.3% | 1,255 | +5.7% | 0.03% | +7.1% |
| LOW | Sell | LOWES COS INC | $378,000 | +51.8% | 2,796 | -3.3% | 0.03% | +20.0% |
| KMB | Sell | KIMBERLY CLARK CORP | $360,000 | +10.1% | 2,544 | -0.4% | 0.03% | -9.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $364,000 | -1.9% | 2,442 | -10.0% | 0.03% | -21.6% |
| OEF | ISHARES TRs&p 100 etf | $346,000 | +20.1% | 2,430 | 0.0% | 0.03% | 0.0% | |
| NEE | Sell | NEXTERA ENERGY INC | $332,000 | -4.6% | 1,382 | -4.4% | 0.03% | -20.6% |
| EMR | Buy | EMERSON ELEC CO | $330,000 | +32.0% | 5,314 | +1.4% | 0.03% | +8.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $324,000 | +9.8% | 4,686 | +199.4% | 0.03% | -10.3% |
| MKC | Sell | MCCORMICK & CO INC | $319,000 | +26.6% | 1,777 | -0.4% | 0.03% | +4.0% |
| LULU | New | LULULEMON ATHLETICA INC | $323,000 | – | 1,034 | +100.0% | 0.03% | – |
| DLS | WISDOMTREE TRintl smcap div | $308,000 | +15.8% | 5,543 | 0.0% | 0.02% | -3.8% | |
| UNP | Sell | UNION PAC CORP | $295,000 | +16.6% | 1,745 | -2.6% | 0.02% | -4.0% |
| DHR | Buy | DANAHER CORPORATION | $295,000 | +30.0% | 1,671 | +1.8% | 0.02% | +9.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $297,000 | +26.4% | 821 | -0.7% | 0.02% | +4.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $295,000 | +10.9% | 3,103 | -0.3% | 0.02% | -7.7% |
| ALB | Sell | ALBEMARLE CORP | $303,000 | +36.5% | 3,921 | -0.4% | 0.02% | +9.1% |
| ADBE | Sell | ADOBE INC | $299,000 | +27.2% | 688 | -6.9% | 0.02% | +4.3% |
| IDXX | Buy | IDEXX LABS INC | $282,000 | +36.9% | 854 | +0.5% | 0.02% | +15.0% |
| SDY | SPDR SER TRs&p divid etf | $284,000 | +14.1% | 3,116 | 0.0% | 0.02% | -8.0% | |
| SH | Buy | PROSHARES TRshort s&p 500 ne | $286,000 | +3.2% | 12,788 | +27.9% | 0.02% | -14.8% |
| SLV | ISHARES SILVER TRishares | $291,000 | +30.5% | 17,117 | 0.0% | 0.02% | +4.5% | |
| AVB | Sell | AVALONBAY CMNTYS INC | $282,000 | +3.3% | 1,824 | -1.8% | 0.02% | -14.8% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $273,000 | +12.8% | 841 | -8.7% | 0.02% | -8.3% |
| GE | Sell | GENERAL ELECTRIC CO | $272,000 | -36.6% | 39,764 | -26.4% | 0.02% | -47.6% |
| EA | Buy | ELECTRONIC ARTS INC | $276,000 | +34.6% | 2,087 | +1.9% | 0.02% | +10.0% |
| AMAT | Sell | APPLIED MATLS INC | $267,000 | +29.0% | 4,424 | -2.3% | 0.02% | +10.0% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $262,000 | -20.1% | 1,491 | -33.7% | 0.02% | -34.4% |
| VLO | Sell | VALERO ENERGY CORP | $260,000 | +27.5% | 4,418 | -1.7% | 0.02% | +5.0% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $244,000 | – | 1,677 | +100.0% | 0.02% | – |
| ECL | New | ECOLAB INC | $242,000 | – | 1,215 | +100.0% | 0.02% | – |
| CL | Sell | COLGATE PALMOLIVE CO | $245,000 | -14.3% | 3,340 | -22.4% | 0.02% | -28.6% |
| TXN | Sell | TEXAS INSTRS INC | $248,000 | +22.2% | 1,956 | -3.6% | 0.02% | 0.0% |
| ITW | New | ILLINOIS TOOL WKS INC | $242,000 | – | 1,384 | +100.0% | 0.02% | – |
| MELI | New | MERCADOLIBRE INC | $254,000 | – | 258 | +100.0% | 0.02% | – |
| DOV | Sell | DOVER CORP | $235,000 | +2.6% | 2,435 | -10.9% | 0.02% | -17.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $222,000 | +0.9% | 2,675 | +0.1% | 0.02% | -18.2% |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $220,000 | – | 5,100 | +100.0% | 0.02% | – |
| TM | Buy | TOYOTA MOTOR CORP | $221,000 | +4.7% | 1,763 | +0.3% | 0.02% | -14.3% |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $224,000 | – | 7,541 | +100.0% | 0.02% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $221,000 | – | 2,220 | +100.0% | 0.02% | – |
| NKE | New | NIKE INCcl b | $216,000 | – | 2,203 | +100.0% | 0.02% | – |
| USB | New | US BANCORP DEL | $207,000 | – | 5,617 | +100.0% | 0.02% | – |
| NVDA | New | NVIDIA CORPORATION | $209,000 | – | 549 | +100.0% | 0.02% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $210,000 | – | 1,168 | +100.0% | 0.02% | – |
| CLX | New | CLOROX CO DEL | $203,000 | – | 926 | +100.0% | 0.02% | – |
| LIN | New | LINDE PLC | $202,000 | – | 951 | +100.0% | 0.02% | – |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $202,000 | -22.0% | 2,327 | -22.2% | 0.02% | -38.5% |
| HTBK | Sell | HERITAGE COMMERCE CORP | $192,000 | -44.0% | 25,603 | -42.7% | 0.02% | -55.9% |
| RDNT | RADNET INC | $175,000 | +50.9% | 11,000 | 0.0% | 0.01% | +27.3% | |
| TRTX | Exit | TPG RE FIN TR INC | $0 | – | -37,501 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,113 | -100.0% | -0.02% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -6,560 | -100.0% | -0.02% | – |
| FICO | Exit | FAIR ISAAC CORP | $0 | – | -1,444 | -100.0% | -0.04% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -13,606 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 34 | Q3 2021 | 34.2% |
| VANGUARD TAX-MANAGED INTL FD | 34 | Q3 2021 | 21.0% |
| ISHARES TR | 34 | Q3 2021 | 16.0% |
| ISHARES TR | 34 | Q3 2021 | 10.3% |
| VANGUARD WORLD FDS | 34 | Q3 2021 | 6.4% |
| VANGUARD INDEX FDS | 34 | Q3 2021 | 3.8% |
| ISHARES TR | 34 | Q3 2021 | 3.3% |
| UNITED PARCEL SERVICE INC | 34 | Q3 2021 | 1.3% |
| ISHARES TR | 34 | Q3 2021 | 1.5% |
| VANGUARD INTL EQUITY INDEX F | 34 | Q3 2021 | 1.9% |
View BINGHAM OSBORN & SCARBOROUGH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-05 |
| 13F-HR | 2021-10-26 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-04 |
| 13F-HR | 2020-08-05 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-02-05 |
| 13F-HR | 2019-11-04 |
View BINGHAM OSBORN & SCARBOROUGH 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.