| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Intuit Com | 3 | Q2 2024 | 25.6% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 25.5% |
| PAYONEER GLOBAL INC | 3 | Q2 2024 | 9.4% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 7.5% |
| DATADOG INC | 3 | Q2 2024 | 6.5% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 5.8% |
| SPDR Portfolio (developed World Ex-US Etf) | 3 | Q2 2024 | 4.4% |
| Vanguard S&P 500 Growth ETF | 3 | Q2 2024 | 9.7% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.4% |
| iShares Gold Trust | 3 | Q2 2024 | 1.9% |
View Battery Global Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
View Battery Global Advisors, 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.