Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 40 | Q3 2023 | 29.6% |
ISHARES TR | 40 | Q3 2023 | 26.4% |
ISHARES TR | 40 | Q3 2023 | 7.0% |
ISHARES TR | 40 | Q3 2023 | 6.4% |
VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 5.5% |
ISHARES TR | 40 | Q3 2023 | 6.5% |
ISHARES TR | 40 | Q3 2023 | 1.7% |
EXXON MOBIL CORP | 40 | Q3 2023 | 2.9% |
VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 2.9% |
SPDR GOLD TRUST | 40 | Q3 2023 | 1.5% |
View Fort Point Capital Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
View Fort Point Capital Partners 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.