| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P SMALLCAP 600 INDEX FUND | 35 | Q2 2024 | 8.0% |
| ISHARES S&P MIDCAP 400 | 35 | Q2 2024 | 7.8% |
| APPLE INC | 35 | Q2 2024 | 6.8% |
| STATE STREET ETF/USA | 35 | Q2 2024 | 3.8% |
| EXXON MOBIL CORP | 35 | Q2 2024 | 5.1% |
| VANGUARD REIT ETF | 35 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 35 | Q2 2024 | 2.5% |
| State Street ETF/USA | 35 | Q2 2024 | 2.3% |
| AMAZON.COM INC | 35 | Q2 2024 | 2.5% |
| ISHARES MSCI EAFE (MKT) | 35 | Q2 2024 | 2.9% |
View Grove Bank & Trust's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-29 |
View Grove Bank & Trust'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.