$332 Million is the total value of Elgethun Capital Management's 158 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $43,012,386 | +3.5% | 123,374 | +1.2% | 12.97% | +3.6% |
| FRFHF | Buy | FAIRFAX FINANCIAL | $24,595,699 | +9.1% | 30,112 | +0.4% | 7.42% | +9.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $15,135,782 | -2.7% | 318,781 | +1.0% | 4.56% | -2.6% |
| EFV | Buy | ISHARES TReafe value etf | $13,003,306 | +0.4% | 267,495 | +1.0% | 3.92% | +0.4% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $12,051,100 | -3.1% | 241,890 | +0.5% | 3.64% | -3.0% |
| CASH | Buy | PATHWARD FINANCIAL INC | $8,914,222 | +0.4% | 193,202 | +0.8% | 2.69% | +0.4% |
| New | LIBERTY MEDIA CORP DEL | $8,392,809 | – | 135,658 | +100.0% | 2.53% | – | |
| TBBK | Buy | BANCORP INC DEL | $7,990,638 | +5.9% | 232,077 | +0.4% | 2.41% | +6.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $7,827,239 | -2.8% | 143,628 | +1.1% | 2.36% | -2.7% |
| MSFT | Buy | MICROSOFT CORP | $7,737,232 | -4.5% | 24,299 | +2.2% | 2.33% | -4.4% |
| CWGL | Buy | CRIMSON WINE GROUP | $7,008,441 | +1.1% | 1,177,770 | +13.8% | 2.11% | +1.1% |
| NVR | Sell | NVR INC | $7,009,221 | -6.9% | 1,177 | -0.8% | 2.11% | -6.9% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $7,006,693 | +4.7% | 267,718 | +7.1% | 2.11% | +4.8% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $6,619,038 | +8.1% | 158,127 | +1.3% | 2.00% | +8.2% |
| New | LIBERTY MEDIA CORP DEL | $6,606,544 | – | 258,784 | +100.0% | 1.99% | – | |
| LLY | Buy | ELI LILLY & CO | $6,363,537 | +48.3% | 11,916 | +30.0% | 1.92% | +48.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $5,752,619 | +13.4% | 45,795 | +1.9% | 1.74% | +13.5% |
| LBTYK | Buy | LIBERTY GLOBAL PLC | $5,060,137 | +8.4% | 279,173 | +6.3% | 1.53% | +8.5% |
| USB | Buy | US BANCORP DEL | $4,651,553 | -1.0% | 142,178 | +0.0% | 1.40% | -0.9% |
| New | ATLANTA BRAVES HLDGS INC | $4,537,315 | – | 126,459 | +100.0% | 1.37% | – | |
| INTC | Buy | INTEL CORP | $4,403,017 | +8.4% | 122,630 | +1.0% | 1.33% | +8.5% |
| Buy | WARNER BROS DISCOVERY INC | $4,349,197 | +76.1% | 402,307 | +104.2% | 1.31% | +76.1% | |
| ACI | Buy | ALBERTSONS COS INC | $4,346,940 | +5.5% | 191,323 | +1.3% | 1.31% | +5.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,323,578 | -1.9% | 128,225 | +3.7% | 1.30% | -1.8% |
| KMX | Buy | CARMAX INC | $4,184,599 | -14.4% | 59,163 | +1.3% | 1.26% | -14.3% |
| DFH | Sell | DREAM FINDERS HOMES INC | $4,113,506 | -26.9% | 182,921 | -20.1% | 1.24% | -26.8% |
| STLA | Buy | STELLANTIS N.V | $4,107,178 | +9.7% | 215,414 | +0.9% | 1.24% | +9.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,935,952 | +5.1% | 7,812 | +0.2% | 1.19% | +5.1% |
| SBUX | Sell | STARBUCKS CORP | $3,868,859 | -9.9% | 42,471 | -2.1% | 1.17% | -9.9% |
| BOMN | Buy | BOSTON OMAHA CORP | $3,849,063 | -3.1% | 234,560 | +11.1% | 1.16% | -3.1% |
| WFC | Buy | WELLS FARGO CO NEW | $3,759,673 | +0.4% | 92,770 | +5.7% | 1.13% | +0.4% |
| KR | Buy | KROGER CO | $3,455,775 | -4.5% | 77,947 | +1.2% | 1.04% | -4.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,215,607 | -31.9% | 20,739 | -27.3% | 0.97% | -31.8% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,046,768 | -5.0% | 56,144 | -0.7% | 0.92% | -5.0% |
| AAPL | Buy | APPLE INC | $2,832,842 | +14.0% | 16,377 | +27.9% | 0.85% | +14.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $2,691,550 | -12.7% | 18,077 | +2.0% | 0.81% | -12.7% |
| CVS | Buy | CVS HEALTH CORP | $2,655,535 | +8.7% | 38,561 | +9.1% | 0.80% | +8.7% |
| Sell | FAIRFAX INDIA | $2,627,199 | -7.6% | 201,931 | -0.4% | 0.79% | -7.6% | |
| IWR | ISHARES TRrus mid cap etf | $2,450,088 | -5.5% | 35,513 | 0.0% | 0.74% | -5.5% | |
| C | Buy | CITIGROUP INC | $2,437,274 | -2.4% | 59,631 | +9.9% | 0.74% | -2.4% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $2,321,117 | +4.6% | 85,413 | +1.4% | 0.70% | +4.6% |
| AMZN | Buy | AMAZON COM INC | $2,249,313 | +2.4% | 17,581 | +4.3% | 0.68% | +2.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,062,970 | -3.6% | 40,766 | -0.2% | 0.62% | -3.6% |
| Buy | OPPFI INC | $1,878,070 | +24.4% | 742,366 | +0.3% | 0.57% | +24.4% | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,615,950 | -3.7% | 10,191 | +0.5% | 0.49% | -3.8% |
| New | KENVUE INC | $1,582,064 | – | 78,320 | +100.0% | 0.48% | – | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,230,132 | -3.0% | 19,161 | +1.3% | 0.37% | -2.9% |
| BWB | Sell | BRIDGEWATER BANCSHARES INC | $1,194,641 | -8.9% | 126,150 | -5.3% | 0.36% | -8.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,160,993 | -3.4% | 29,635 | +0.3% | 0.35% | -3.3% |
| PEP | Buy | PEPSICO INC | $1,157,855 | -7.7% | 6,850 | +1.2% | 0.35% | -7.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,132,040 | +11.7% | 8,461 | +1.0% | 0.34% | +11.4% |
| WRB | Buy | BERKLEY W R CORP | $1,077,455 | +7.1% | 17,100 | +1.2% | 0.32% | +7.3% |
| WMT | Buy | WALMART INC | $1,061,224 | +6.9% | 6,669 | +5.6% | 0.32% | +7.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,036,069 | +12.1% | 7,801 | +1.0% | 0.31% | +12.2% |
| ABBV | Buy | ABBVIE INC | $1,035,093 | +10.6% | 6,974 | +0.4% | 0.31% | +10.6% |
| V | VISA INC | $1,031,668 | -3.2% | 4,486 | 0.0% | 0.31% | -3.1% | |
| MCD | Sell | MCDONALDS CORP | $945,124 | -14.9% | 3,625 | -2.6% | 0.28% | -14.9% |
| CVX | Buy | CHEVRON CORP NEW | $922,550 | +22.5% | 5,501 | +14.9% | 0.28% | +22.5% |
| HD | Buy | HOME DEPOT INC | $904,802 | +0.7% | 2,999 | +3.7% | 0.27% | +0.7% |
| XOM | Buy | EXXON MOBIL CORP | $735,191 | +15.2% | 6,303 | +6.0% | 0.22% | +15.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $736,450 | -8.4% | 4,184 | -2.6% | 0.22% | -8.3% |
| MRK | Buy | MERCK & CO INC | $726,546 | +130.8% | 7,084 | +159.6% | 0.22% | +130.5% |
| MMM | Buy | 3M CO | $700,994 | -7.9% | 7,661 | +0.7% | 0.21% | -7.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $633,530 | -0.1% | 4,359 | +0.0% | 0.19% | 0.0% |
| EFA | ISHARES TRmsci eafe etf | $624,919 | -5.7% | 9,137 | 0.0% | 0.19% | -6.0% | |
| GEFB | Sell | GREIF INCcl b | $618,838 | -18.3% | 9,233 | -5.8% | 0.19% | -18.0% |
| MPC | MARATHON PETE CORP | $601,360 | +28.9% | 4,000 | 0.0% | 0.18% | +28.4% | |
| BP | Buy | BP PLCsponsored adr | $589,051 | +10.2% | 15,291 | +0.9% | 0.18% | +10.6% |
| MKL | MARKEL GROUP INC | $556,249 | +6.1% | 379 | 0.0% | 0.17% | +6.3% | |
| NOW | SERVICENOW INC | $557,958 | -0.7% | 1,000 | 0.0% | 0.17% | -0.6% | |
| DHR | DANAHER CORPORATION | $543,046 | -8.8% | 2,481 | 0.0% | 0.16% | -8.9% | |
| IWO | ISHARES TRrus 2000 grw etf | $530,584 | -7.8% | 2,372 | 0.0% | 0.16% | -8.0% | |
| PG | Buy | PROCTER AND GAMBLE CO | $531,123 | -3.3% | 3,660 | +1.1% | 0.16% | -3.0% |
| KO | Buy | COCA COLA CO | $501,414 | -1.4% | 8,976 | +6.3% | 0.15% | -1.3% |
| NVDA | Sell | NVIDIA CORPORATION | $479,126 | -7.6% | 1,076 | -12.2% | 0.14% | -7.1% |
| BKNG | BOOKING HOLDINGS INC | $463,914 | +14.5% | 150 | 0.0% | 0.14% | +14.8% | |
| ACN | ACCENTURE PLC IRELAND | $462,959 | -0.8% | 1,512 | 0.0% | 0.14% | -0.7% | |
| WERN | Buy | WERNER ENTERPRISES INC | $455,143 | -12.0% | 11,740 | +0.3% | 0.14% | -12.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $443,174 | -6.4% | 13,401 | -4.6% | 0.13% | -6.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $442,713 | -11.0% | 2,867 | +3.3% | 0.13% | -10.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $414,390 | +50.9% | 965 | +56.7% | 0.12% | +50.6% |
| INTU | INTUIT | $413,470 | +11.9% | 806 | 0.0% | 0.12% | +12.6% | |
| HON | Sell | HONEYWELL INTL INC | $406,618 | -15.8% | 2,210 | -5.1% | 0.12% | -15.8% |
| SPGI | S&P GLOBAL INC | $401,411 | -7.6% | 1,083 | 0.0% | 0.12% | -7.6% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $396,430 | +0.8% | 4,512 | +15.8% | 0.12% | +0.8% |
| CSX | New | CSX CORP | $375,580 | – | 12,310 | +100.0% | 0.11% | – |
| MNST | MONSTER BEVERAGE CORP NEW | $351,981 | -8.0% | 6,660 | 0.0% | 0.11% | -7.8% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $331,924 | +5.7% | 5,196 | +11.7% | 0.10% | +5.3% |
| IVLU | ISHARES TRmsci intl vlu ft | $317,743 | -1.0% | 12,607 | 0.0% | 0.10% | -1.0% | |
| AVGO | BROADCOM INC | $312,559 | -3.9% | 375 | 0.0% | 0.09% | -4.1% | |
| SYY | Buy | SYSCO CORP | $302,191 | -11.5% | 4,632 | +0.6% | 0.09% | -11.7% |
| MA | MASTERCARD INCORPORATEDcl a | $298,415 | +0.4% | 755 | 0.0% | 0.09% | 0.0% | |
| GRBK | Buy | GREEN BRICK PARTNERS INC | $284,568 | -13.6% | 6,816 | +17.5% | 0.09% | -13.1% |
| CAT | Buy | CATERPILLAR INC | $274,572 | +46.0% | 1,000 | +30.7% | 0.08% | +45.6% |
| URI | UNITED RENTALS INC | $270,261 | -0.2% | 608 | 0.0% | 0.08% | 0.0% | |
| CRM | SALESFORCE INC | $270,357 | -4.4% | 1,339 | 0.0% | 0.08% | -3.5% | |
| ITW | New | ILLINOIS TOOL WKS INC | $264,410 | – | 1,149 | +100.0% | 0.08% | – |
| UNP | Sell | UNION PAC CORP | $261,961 | -9.0% | 1,303 | -7.4% | 0.08% | -9.2% |
| ABT | Buy | ABBOTT LABS | $251,205 | -8.6% | 2,633 | +4.4% | 0.08% | -8.4% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $244,096 | -11.2% | 7,756 | -8.9% | 0.07% | -10.8% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $239,171 | -3.1% | 2,184 | 0.0% | 0.07% | -2.7% | |
| CB | CHUBB LIMITED | $230,676 | +7.1% | 1,119 | 0.0% | 0.07% | +7.7% | |
| PM | Buy | PHILIP MORRIS INTL INC | $232,904 | +82.6% | 2,524 | +93.1% | 0.07% | +84.2% |
| LPLA | LPL FINL HLDGS INC | $228,608 | +9.8% | 958 | 0.0% | 0.07% | +9.5% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $222,061 | -10.5% | 543 | +0.7% | 0.07% | -10.7% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $219,432 | -1.9% | 5,864 | +0.4% | 0.07% | -1.5% |
| LOW | LOWES COS INC | $208,022 | -8.0% | 1,002 | 0.0% | 0.06% | -7.4% | |
| MDU | Buy | MDU RES GROUP INC | $206,547 | -6.7% | 10,653 | +0.7% | 0.06% | -7.5% |
| COST | COSTCO WHSL CORP NEW | $204,830 | +5.1% | 362 | 0.0% | 0.06% | +5.1% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $196,737 | +3.3% | 2,860 | +9.6% | 0.06% | +3.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $193,308 | -8.4% | 1,188 | +9.2% | 0.06% | -9.4% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $193,065 | -16.5% | 437 | -13.8% | 0.06% | -17.1% |
| Sell | VITESSE ENERGY INC | $188,411 | +1.4% | 8,281 | -0.2% | 0.06% | +1.8% | |
| INN | Buy | SUMMIT HOTEL PPTYS INC | $181,883 | -10.7% | 31,577 | +0.9% | 0.06% | -9.8% |
| DHI | D R HORTON INC | $183,959 | -12.0% | 1,717 | 0.0% | 0.06% | -12.7% | |
| NEE | Sell | NEXTERA ENERGY INC | $172,978 | -34.9% | 3,137 | -12.4% | 0.05% | -35.0% |
| PFE | Sell | PFIZER INC | $169,137 | -35.9% | 5,121 | -28.8% | 0.05% | -36.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $165,040 | -7.5% | 1,170 | -12.2% | 0.05% | -7.4% |
| GM | Sell | GENERAL MTRS CO | $158,748 | -29.3% | 4,820 | -17.2% | 0.05% | -29.4% |
| RTX | Sell | RTX CORPORATION | $155,950 | -34.1% | 2,173 | -10.1% | 0.05% | -33.8% |
| ETN | EATON CORP PLC | $154,838 | +6.2% | 725 | 0.0% | 0.05% | +6.8% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $153,624 | +1.5% | 359 | +5.0% | 0.05% | 0.0% |
| CASY | CASEYS GEN STORES INC | $146,056 | +11.2% | 539 | 0.0% | 0.04% | +10.0% | |
| BA | BOEING CO | $145,929 | -9.4% | 763 | 0.0% | 0.04% | -10.2% | |
| EL | LAUDER ESTEE COS INCcl a | $145,057 | -27.0% | 1,012 | 0.0% | 0.04% | -26.7% | |
| AMAT | Buy | APPLIED MATLS INC | $142,696 | -2.9% | 1,017 | +0.1% | 0.04% | -2.3% |
| BAC | Buy | BANK AMERICA CORP | $135,339 | +37.9% | 4,967 | +45.2% | 0.04% | +36.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $134,133 | -5.9% | 3,252 | -0.1% | 0.04% | -7.0% |
| TXN | Sell | TEXAS INSTRS INC | $132,316 | -15.7% | 825 | -5.3% | 0.04% | -14.9% |
| DEO | DIAGEO PLCspon adr new | $133,117 | -14.7% | 899 | 0.0% | 0.04% | -14.9% | |
| IJH | ISHARES TRcore s&p mcp etf | $127,938 | -5.1% | 516 | 0.0% | 0.04% | -4.9% | |
| ITB | ISHARES TRus home cons etf | $128,906 | -8.2% | 1,644 | 0.0% | 0.04% | -7.1% | |
| KNIFE RIVER CORP | $129,190 | +12.4% | 2,643 | 0.0% | 0.04% | +11.4% | ||
| NEM | Buy | NEWMONT CORP | $125,380 | -14.4% | 3,466 | +1.0% | 0.04% | -13.6% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $127,235 | -5.6% | 7,480 | 0.0% | 0.04% | -7.3% | |
| AFL | Buy | AFLAC INC | $122,037 | +10.4% | 1,593 | +0.6% | 0.04% | +12.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $122,336 | +2.0% | 1,303 | +8.2% | 0.04% | +2.8% |
| TGT | Sell | TARGET CORP | $118,513 | -22.8% | 1,093 | -6.1% | 0.04% | -21.7% |
| XEL | XCEL ENERGY INC | $112,781 | -9.4% | 2,003 | 0.0% | 0.03% | -10.5% | |
| VOO | VANGUARD INDEX FDS | $110,713 | -3.6% | 282 | 0.0% | 0.03% | -5.7% | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $105,200 | -26.2% | 4,000 | 0.0% | 0.03% | -25.6% | |
| QCOM | Sell | QUALCOMM INC | $102,250 | -11.1% | 923 | -4.5% | 0.03% | -11.4% |
| HSY | Buy | HERSHEY CO | $103,954 | -19.9% | 523 | +0.6% | 0.03% | -20.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $101,477 | -23.7% | 981 | -15.9% | 0.03% | -22.5% |
| NKE | Buy | NIKE INCcl b | $102,885 | -8.3% | 1,087 | +6.9% | 0.03% | -8.8% |
| FL | FOOT LOCKER INC | $100,769 | -36.0% | 5,808 | 0.0% | 0.03% | -36.2% | |
| ORCL | Buy | ORACLE CORP | $93,018 | -10.4% | 873 | +0.1% | 0.03% | -9.7% |
| ECL | Buy | ECOLAB INC | $80,028 | -9.3% | 473 | +0.2% | 0.02% | -11.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $75,774 | -3.7% | 1,005 | +6.7% | 0.02% | -4.2% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $59,695 | -43.0% | 798 | -42.3% | 0.02% | -43.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $35,316 | -79.5% | 1,182 | -78.8% | 0.01% | -78.8% |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $18,000 | -14.9% | 15,000 | 0.0% | 0.01% | -16.7% | |
| BFLY | BUTTERFLY NETWORK INC | $11,700 | -49.1% | 10,001 | 0.0% | 0.00% | -42.9% | |
| NGD | NEW GOLD INC CDA | $10,763 | -18.5% | 12,000 | 0.0% | 0.00% | -25.0% | |
| SKY HARBOUR GROUP CORPORATIO*w exp 10/21/202 | $10,276 | -35.4% | 51,380 | 0.0% | 0.00% | -40.0% | ||
| Buy | OPPFI INC*w exp 07/20/202 | $9,189 | +390.3% | 214,700 | +702.1% | 0.00% | +200.0% | |
| BENSON HILL INC | $5,428 | -73.9% | 16,011 | 0.0% | 0.00% | -66.7% | ||
| SAB BIOTHERAPEUTICS INC | $6,358 | -22.9% | 9,935 | 0.0% | 0.00% | 0.0% | ||
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -4,052 | -100.0% | -0.03% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -70,788 | -100.0% | -0.71% | – |
| FOX | Exit | FOX CORP | $0 | – | -114,895 | -100.0% | -1.10% | – |
| BATRK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -122,855 | -100.0% | -1.47% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -179,178 | -100.0% | -1.77% | – |
| FWONA | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -134,426 | -100.0% | -2.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 13.5% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 28 | Q3 2023 | 2.9% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 3.0% |
| WELLS FARGO CO NEW | 28 | Q3 2023 | 2.7% |
| AMERICAN EXPRESS CO | 28 | Q3 2023 | 3.0% |
| INTEL CORP | 28 | Q3 2023 | 2.4% |
| ANHEUSER BUSCH INBEV SA/NV | 28 | Q3 2023 | 3.2% |
| APPLE INC | 28 | Q3 2023 | 5.0% |
| BK OF AMERICA CORP | 28 | Q3 2023 | 1.8% |
View Elgethun Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SCHEDULE 13G | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-11 |
View Elgethun Capital Management'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.