| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KKR & CO LP | 11 | Q4 2015 | 4.1% |
| GOLUB CAPITAL INC | 11 | Q4 2015 | 4.0% |
| ISHARES INC MSCI HONG KONG | 11 | Q4 2015 | 4.4% |
| WELLS FARGO & CO | 11 | Q4 2015 | 2.4% |
| BOEING COMPANY | 11 | Q4 2015 | 2.2% |
| INTEL CORP | 11 | Q4 2015 | 2.0% |
| HOME DEPOT INC | 11 | Q4 2015 | 2.3% |
| BRISTOL MYERS SQUIBB CO | 11 | Q4 2015 | 2.0% |
| NIKE INC | 11 | Q4 2015 | 2.4% |
| FIRST REPUBLIC BANK | 11 | Q4 2015 | 2.1% |
View ATHERTON LANE ADVISERS, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Golub Capital BDC, Inc. | April 06, 2015 | 3,987,218 | 8.5% |
| PIMCO HIGH INCOME FUND | February 14, 2011 | 4,502,688 | 3.7% |
View ATHERTON LANE ADVISERS, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-02-16 |
| 13F-HR | 2015-11-16 |
| 13F-HR | 2015-08-14 |
| 13F-HR | 2015-05-15 |
| SC 13G | 2015-04-06 |
| 13F-HR | 2015-02-17 |
| 13F-HR | 2014-11-14 |
| 13F-HR | 2014-08-14 |
| 13F-HR | 2014-05-15 |
| 13F-HR | 2014-02-14 |
View ATHERTON LANE ADVISERS, 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.