$1.65 Billion is the total value of Choate Investment Advisors's 342 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 20.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $476,547,000 | +1.2% | 1,108,456 | -6.4% | 28.88% | -0.9% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $126,389,000 | -43.1% | 1,863,875 | -43.6% | 7.66% | -44.3% |
| SPYX | Sell | SPDR SER TRspdr s&p 500 etf | $114,415,000 | -6.9% | 1,077,961 | -13.9% | 6.94% | -8.8% |
| AAPL | Sell | APPLE INC | $47,367,000 | +2.7% | 345,848 | -8.4% | 2.87% | +0.7% |
| MSFT | Sell | MICROSOFT CORP | $38,751,000 | +10.9% | 143,044 | -3.5% | 2.35% | +8.7% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $35,153,000 | -59.4% | 304,377 | -60.3% | 2.13% | -60.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $29,982,000 | +3.9% | 70,041 | -3.8% | 1.82% | +1.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $14,603,000 | -1.5% | 93,886 | -3.6% | 0.88% | -3.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,037,000 | -0.8% | 79,135 | -1.1% | 0.79% | -2.8% |
| AMZN | Sell | AMAZON COM INC | $12,529,000 | -8.3% | 3,642 | -17.6% | 0.76% | -10.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $11,143,000 | +18.7% | 4,446 | -2.0% | 0.68% | +16.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $10,978,000 | -3.4% | 81,361 | -3.0% | 0.66% | -5.4% |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $7,213,000 | +5.1% | 155,483 | -0.1% | 0.44% | +2.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $6,414,000 | +5.3% | 32,295 | -0.1% | 0.39% | +3.2% |
| ABBV | Sell | ABBVIE INC | $6,301,000 | +3.0% | 55,935 | -1.1% | 0.38% | +1.1% |
| INTC | Sell | INTEL CORP | $5,683,000 | -23.2% | 101,233 | -12.4% | 0.34% | -24.9% |
| ADI | Sell | ANALOG DEVICES INC | $5,522,000 | -43.4% | 32,074 | -49.0% | 0.34% | -44.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $5,239,000 | -4.8% | 31,707 | -18.5% | 0.32% | -6.7% |
| PFE | Sell | PFIZER INC | $5,073,000 | +3.0% | 129,547 | -4.7% | 0.31% | +0.7% |
| MRK | Sell | MERCK & CO INC | $4,827,000 | -9.8% | 62,068 | -10.6% | 0.29% | -11.5% |
| XOM | Sell | EXXON MOBIL CORP | $4,812,000 | +9.2% | 76,285 | -3.3% | 0.29% | +7.4% |
| CSCO | Sell | CISCO SYS INC | $4,764,000 | -16.6% | 89,875 | -18.6% | 0.29% | -18.1% |
| GIS | Sell | GENERAL MLS INC | $4,776,000 | -0.8% | 78,393 | -0.1% | 0.29% | -3.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $4,753,000 | -18.1% | 64,572 | -23.0% | 0.29% | -19.8% |
| TJX | Sell | TJX COS INC NEW | $4,207,000 | +1.3% | 62,407 | -0.6% | 0.26% | -0.8% |
| MMM | Sell | 3M CO | $4,159,000 | +1.0% | 20,939 | -2.0% | 0.25% | -1.2% |
| AMGN | Sell | AMGEN INC | $4,053,000 | -7.5% | 16,629 | -5.5% | 0.25% | -9.2% |
| AMP | Sell | AMERIPRISE FINL INC | $4,025,000 | -7.9% | 16,173 | -14.0% | 0.24% | -9.6% |
| MCD | Sell | MCDONALDS CORP | $3,993,000 | -3.1% | 17,285 | -6.0% | 0.24% | -5.1% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $3,823,000 | +11.8% | 15,612 | -0.4% | 0.23% | +10.0% |
| LLY | Sell | LILLY ELI & CO | $3,814,000 | +16.9% | 16,619 | -4.9% | 0.23% | +14.4% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $3,673,000 | -12.0% | 53,034 | -0.8% | 0.22% | -13.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,680,000 | +4.8% | 23,776 | -0.4% | 0.22% | +2.8% |
| UNP | Sell | UNION PAC CORP | $3,428,000 | -2.9% | 15,585 | -2.7% | 0.21% | -4.6% |
| ALL | Sell | ALLSTATE CORP | $3,097,000 | +12.6% | 23,741 | -0.8% | 0.19% | +10.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,980,000 | +6.7% | 23,662 | -1.1% | 0.18% | +4.6% |
| SPGI | Sell | S&P GLOBAL INC | $2,812,000 | -12.4% | 6,851 | -24.7% | 0.17% | -14.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,617,000 | +6.8% | 30,674 | -3.3% | 0.16% | +4.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,610,000 | -5.8% | 39,058 | -11.0% | 0.16% | -7.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $2,489,000 | +8.6% | 34,219 | -2.8% | 0.15% | +6.3% |
| AFL | Sell | AFLAC INC | $2,370,000 | -12.2% | 44,168 | -16.2% | 0.14% | -13.8% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,359,000 | +5.6% | 22,762 | -0.8% | 0.14% | +3.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,174,000 | -12.1% | 38,811 | -8.7% | 0.13% | -13.7% |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,152,000 | +3.6% | 7,300 | -2.9% | 0.13% | +1.6% |
| WMT | Sell | WALMART INC | $2,107,000 | +1.2% | 14,941 | -2.5% | 0.13% | -0.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,925,000 | +9.4% | 3,817 | -1.0% | 0.12% | +7.3% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,931,000 | +4.4% | 10,814 | -1.8% | 0.12% | +2.6% |
| BAC | Sell | BK OF AMERICA CORP | $1,910,000 | -0.2% | 46,334 | -6.3% | 0.12% | -1.7% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,782,000 | +3.3% | 34,590 | -1.5% | 0.11% | +0.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,635,000 | +0.5% | 19,030 | -0.9% | 0.10% | -2.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,574,000 | -2.1% | 27,590 | -7.1% | 0.10% | -4.0% |
| COF | Sell | CAPITAL ONE FINL CORP | $1,558,000 | +21.4% | 10,073 | -0.1% | 0.09% | +19.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,541,000 | -0.8% | 3,138 | -3.8% | 0.09% | -3.1% |
| BA | Sell | BOEING CO | $1,515,000 | -15.7% | 6,322 | -10.5% | 0.09% | -17.1% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,520,000 | -6.6% | 28,893 | -2.5% | 0.09% | -8.9% |
| ILMN | Sell | ILLUMINA INC | $1,465,000 | +21.0% | 3,096 | -1.8% | 0.09% | +18.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,414,000 | +7.5% | 7,415 | -1.1% | 0.09% | +6.2% |
| CVX | Sell | CHEVRON CORP NEW | $1,397,000 | -10.9% | 13,340 | -10.8% | 0.08% | -12.4% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,369,000 | -70.3% | 6,125 | -70.5% | 0.08% | -70.9% |
| HOLX | Sell | HOLOGIC INC | $1,377,000 | -25.7% | 20,639 | -17.2% | 0.08% | -27.8% |
| KR | Sell | KROGER CO | $1,279,000 | -5.5% | 33,392 | -11.2% | 0.08% | -7.1% |
| ORCL | Sell | ORACLE CORP | $1,279,000 | -3.4% | 16,434 | -12.9% | 0.08% | -4.9% |
| CVS | Sell | CVS HEALTH CORP | $1,246,000 | -0.8% | 14,932 | -10.6% | 0.08% | -2.6% |
| DE | Sell | DEERE & CO | $1,239,000 | -8.6% | 3,514 | -3.0% | 0.08% | -10.7% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,139,000 | +1.3% | 4,869 | -1.3% | 0.07% | -1.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,124,000 | -2.9% | 14,256 | -6.6% | 0.07% | -5.6% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $1,105,000 | +2.6% | 7,170 | -0.2% | 0.07% | 0.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,090,000 | -56.4% | 9,647 | -58.1% | 0.07% | -57.4% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,046,000 | +0.2% | 5,557 | -3.4% | 0.06% | -3.1% |
| BLK | Sell | BLACKROCK INC | $1,023,000 | +1.7% | 1,170 | -12.3% | 0.06% | 0.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $985,000 | +4.2% | 20,286 | -9.4% | 0.06% | +3.4% |
| YUM | Sell | YUM BRANDS INC | $974,000 | +0.2% | 8,467 | -5.8% | 0.06% | -1.7% |
| DVY | Sell | ISHARES TRselect divid etf | $962,000 | -4.8% | 8,247 | -6.9% | 0.06% | -7.9% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $947,000 | +10.5% | 23,780 | -1.0% | 0.06% | +7.5% |
| NSC | Sell | NORFOLK SOUTHN CORP | $849,000 | -4.4% | 3,196 | -3.3% | 0.05% | -7.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $821,000 | -16.3% | 7,115 | -17.4% | 0.05% | -18.0% |
| EVBG | Sell | EVERBRIDGE INC | $777,000 | +7.2% | 5,711 | -4.6% | 0.05% | +4.4% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $739,000 | +15.8% | 1,572 | -0.7% | 0.04% | +15.4% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $736,000 | -33.0% | 4,579 | -33.2% | 0.04% | -33.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $746,000 | -19.1% | 9,179 | -21.6% | 0.04% | -21.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $719,000 | -23.3% | 10,735 | -26.2% | 0.04% | -24.1% |
| GE | Sell | GENERAL ELECTRIC CO | $694,000 | +2.2% | 51,607 | -0.1% | 0.04% | 0.0% |
| YUMC | Sell | YUM CHINA HLDGS INC | $654,000 | +6.7% | 9,875 | -4.7% | 0.04% | +5.3% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $655,000 | +11.8% | 8,011 | -6.5% | 0.04% | +11.1% |
| MTN | Sell | VAIL RESORTS INC | $635,000 | +4.3% | 2,005 | -4.1% | 0.04% | 0.0% |
| MPC | Sell | MARATHON PETE CORP | $629,000 | +12.7% | 10,412 | -0.1% | 0.04% | +8.6% |
| MET | Sell | METLIFE INC | $606,000 | -2.6% | 10,130 | -1.1% | 0.04% | -2.6% |
| STT | Sell | STATE STR CORP | $582,000 | -3.0% | 7,080 | -0.9% | 0.04% | -5.4% |
| USB | Sell | US BANCORP DEL | $569,000 | -1.9% | 9,985 | -4.9% | 0.03% | -5.6% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $552,000 | -1.6% | 10,017 | -4.8% | 0.03% | -5.7% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $522,000 | +8.1% | 337 | -0.9% | 0.03% | +6.7% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $530,000 | +5.2% | 14,446 | -2.4% | 0.03% | +3.2% |
| DRI | Sell | DARDEN RESTAURANTS INC | $479,000 | -39.3% | 3,278 | -41.0% | 0.03% | -40.8% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $467,000 | -18.8% | 3,174 | -5.4% | 0.03% | -22.2% |
| GLW | Sell | CORNING INC | $460,000 | -18.9% | 11,243 | -13.7% | 0.03% | -20.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $462,000 | +2.4% | 4,463 | -17.2% | 0.03% | 0.0% |
| TIP | Sell | ISHARES TRtips bd etf | $468,000 | -57.7% | 3,660 | -58.5% | 0.03% | -58.8% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $447,000 | +2.5% | 7,163 | -3.9% | 0.03% | 0.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $428,000 | +1.7% | 3,189 | -1.5% | 0.03% | 0.0% |
| CI | Sell | CIGNA CORP NEW | $385,000 | -29.4% | 1,625 | -28.0% | 0.02% | -32.4% |
| BDX | Sell | BECTON DICKINSON & CO | $372,000 | -3.9% | 1,528 | -4.0% | 0.02% | -4.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $355,000 | +2.3% | 938 | -0.2% | 0.02% | +4.8% |
| CDK | Sell | CDK GLOBAL INC | $367,000 | -15.4% | 7,394 | -8.0% | 0.02% | -18.5% |
| MCK | Sell | MCKESSON CORP | $351,000 | -25.6% | 1,837 | -24.1% | 0.02% | -27.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $329,000 | -18.4% | 3,319 | -27.0% | 0.02% | -20.0% |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC | $321,000 | +1.6% | 3,049 | -11.8% | 0.02% | -5.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $317,000 | -11.0% | 2,237 | -11.8% | 0.02% | -13.6% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $306,000 | -10.3% | 5,129 | -9.5% | 0.02% | -9.5% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $315,000 | +4.3% | 3,110 | -2.0% | 0.02% | 0.0% |
| PANW | Sell | PALO ALTO NETWORKS INC | $298,000 | +14.6% | 803 | -0.6% | 0.02% | +12.5% |
| TILT | Sell | FLEXSHARES TRmornstar usmkt | $275,000 | -6.5% | 1,614 | -12.5% | 0.02% | -5.6% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $256,000 | -10.8% | 1,183 | -16.5% | 0.02% | -11.1% |
| TSN | Sell | TYSON FOODS INCcl a | $267,000 | -2.9% | 3,622 | -2.3% | 0.02% | -5.9% |
| INFO | Sell | IHS MARKIT LTD | $227,000 | -61.7% | 2,014 | -67.1% | 0.01% | -62.2% |
| TROW | Sell | PRICE T ROWE GROUP INC | $229,000 | -65.8% | 1,160 | -70.2% | 0.01% | -65.9% |
| TMUS | Sell | T-MOBILE US INC | $223,000 | -46.9% | 1,538 | -54.1% | 0.01% | -46.2% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $213,000 | -29.7% | 3,364 | -32.6% | 0.01% | -31.6% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $188,000 | -19.3% | 3,094 | -22.9% | 0.01% | -21.4% |
| VTRS | Sell | VIATRIS INC | $146,000 | -19.3% | 10,207 | -21.4% | 0.01% | -18.2% |
| ICF | Sell | ISHARES TRcohen steer reit | $36,000 | -50.7% | 556 | -55.8% | 0.00% | -60.0% |
| BATRK | Sell | LIBERTY MEDIA CORP DEL | $0 | -100.0% | 10 | -60.0% | 0.00% | – |
| FWONK | Sell | LIBERTY MEDIA CORP DEL | $1,000 | -50.0% | 14 | -72.5% | 0.00% | – |
| EZU | Exit | ISHARES INCmsci eurzone etf | $0 | – | -50 | -100.0% | 0.00% | – |
| EEMS | Exit | ISHARES INCem mkt sm-cp etf | $0 | – | -1 | -100.0% | 0.00% | – |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -59 | -100.0% | 0.00% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -76 | -100.0% | 0.00% | – |
| ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -177 | -100.0% | 0.00% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -30 | -100.0% | 0.00% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -76 | -100.0% | -0.00% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -472 | -100.0% | -0.00% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -1,356 | -100.0% | -0.01% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| EPP | Exit | ISHARES INCmsci pac jp etf | $0 | – | -1,500 | -100.0% | -0.01% | – |
| BBJP | Exit | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $0 | – | -4,297 | -100.0% | -0.01% | – |
| BBAX | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldr deve | $0 | – | -4,745 | -100.0% | -0.01% | – |
| BBCA | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $0 | – | -5,003 | -100.0% | -0.01% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -1,913 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -1,804 | -100.0% | -0.01% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -90 | -100.0% | -0.01% | – |
| APTV | Exit | APTIV PLC | $0 | – | -1,565 | -100.0% | -0.01% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -3,735 | -100.0% | -0.01% | – |
| QDF | Exit | FLEXSHARES TRqualt divd idx | $0 | – | -4,393 | -100.0% | -0.01% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -3,119 | -100.0% | -0.02% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -2,703 | -100.0% | -0.02% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -431 | -100.0% | -0.02% | – |
| KMX | Exit | CARMAX INC | $0 | – | -2,357 | -100.0% | -0.02% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -3,777 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -6,728 | -100.0% | -0.02% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -4,616 | -100.0% | -0.02% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -2,700 | -100.0% | -0.02% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -8,306 | -100.0% | -0.03% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -52,609 | -100.0% | -0.05% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -15,335 | -100.0% | -0.06% | – |
| IDLV | Exit | INVESCO EXCH TRADED FD TR IIs&p intl low | $0 | – | -65,615 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 36.0% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 16.3% |
| APPLE INC | 42 | Q3 2023 | 3.4% |
| SPDR S&P 500 ETF TRUST * | 42 | Q3 2023 | 2.0% |
| CHASE CORP | 42 | Q3 2023 | 2.2% |
| SPDR S&P MIDCAP 400 ETF TRUST * | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.6% |
| VANGUARD SPECIALIZED FUNDS | 42 | Q3 2023 | 4.3% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.1% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 0.9% |
View Choate Investment Advisors's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Choate Investment Advisors | February 13, 2012 | 612,254 | 9.2% |
View Choate Investment Advisors's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-07 |
View Choate Investment Advisors'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.