| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC CL A | 15 | Q2 2024 | 8.8% |
| WALT DISNEY CO | 15 | Q2 2024 | 5.1% |
| VISA INC COM CL A | 15 | Q2 2024 | 3.6% |
| EXXON MOBIL CORP COM | 15 | Q2 2024 | 2.4% |
| JOHNSON & JOHNSON COM | 15 | Q2 2024 | 1.2% |
| MERCK & CO INC NEW COM | 15 | Q2 2024 | 0.5% |
| WP CAREY INC COM | 15 | Q2 2024 | 0.5% |
| CVS HEALTH CORP COM | 14 | Q1 2024 | 3.9% |
| GOLDMAN SACHS GROUP INC COM | 14 | Q2 2024 | 2.9% |
| PERFUMANIA HLDGS INC COM NEW | 13 | Q3 2016 | 6.9% |
View Westend Capital Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Westend Capital Management LLC | October 22, 2010 | ? | ? |
View Westend Capital Management, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-16 |
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-08 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-15 |
| 13F-HR | 2016-05-16 |
| 13F-HR | 2016-02-16 |
| 13F-HR | 2015-11-17 |
| 13F-HR | 2015-07-31 |
View Westend Capital Management, 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.