| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 5 | Q2 2014 | 7.8% |
| ISHARES S&P 500 GROWTH ET | 5 | Q2 2014 | 3.7% |
| VANGUARD FTSE EMERGING MA | 5 | Q2 2014 | 3.9% |
| ISHARES MSCI EAFE ETF | 5 | Q2 2014 | 2.9% |
| VANGUARD FTSE DEVELOPED M | 5 | Q2 2014 | 2.8% |
| ISHARES RUSSELL 1000 GROWTH ET | 5 | Q2 2014 | 2.8% |
| ISHARES CORE S&P 500 ETF | 5 | Q2 2014 | 2.3% |
| CHEVRON CORP | 5 | Q2 2014 | 2.2% |
| SPDR S&P 500 ETF | 5 | Q2 2014 | 2.1% |
| JOHNSON & JOHNSON | 5 | Q2 2014 | 1.9% |
View Wilmington Trust, National Association's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) | February 21, 2012 | 311,382 | 7.0% |
View Wilmington Trust, National Association's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-07 |
| 13F-NT | 2024-02-06 |
| 40-APP | 2024-01-26 |
| SC 13G/A | 2023-11-30 |
| 13F-NT | 2023-11-02 |
| SC 13G/A | 2023-10-10 |
| 13F-NT | 2023-08-09 |
| SC 13G | 2023-06-23 |
| 13F-NT | 2023-05-11 |
| 13F-NT | 2023-02-13 |
View Wilmington Trust, National Association'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.