$83.3 Million is the total value of Seven Post Investment Office LP's 6 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 73.4% |
| US Large-Cap (S&P 500 Index) | 45 | Q2 2024 | 41.4% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 27.3% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 14.5% |
| ISHARES TR | 45 | Q2 2024 | 8.3% |
| MATSON INC | 29 | Q2 2024 | 5.7% |
| LENNOX INTL INC | 24 | Q2 2024 | 59.3% |
| APPLE INC | 24 | Q2 2024 | 1.2% |
| CHARLES RIV LABS INTL INC | 24 | Q2 2024 | 0.5% |
| Integer Holdings Corp | 24 | Q2 2024 | 0.5% |
View Seven Post Investment Office LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
View Seven Post Investment Office LP'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.