| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 1 | Q2 2016 | 5.4% |
| COMCAST CORP NEW | 1 | Q2 2016 | 3.8% |
| ISHARES TR | 1 | Q2 2016 | 3.8% |
| VANGUARD SPECIALIZED PORTFOL | 1 | Q2 2016 | 3.3% |
| PFIZER INC | 1 | Q2 2016 | 3.0% |
| GENERAL ELECTRIC CO | 1 | Q2 2016 | 2.7% |
| WELLS FARGO & CO NEW | 1 | Q2 2016 | 2.7% |
| JOHNSON & JOHNSON | 1 | Q2 2016 | 2.5% |
| VERIZON COMMUNICATIONS INC | 1 | Q2 2016 | 2.2% |
| APPLE INC | 1 | Q2 2016 | 2.2% |
View Lebenthal Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-08-11 |
| 13F-NT | 2016-04-20 |
| 13F-NT | 2016-01-25 |
| 13F-NT | 2015-11-12 |
| 13F-NT | 2015-08-04 |
| 13F-NT | 2015-05-13 |
| 13F-NT | 2015-02-23 |
View Lebenthal Wealth 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.