$253 Million is the total value of Cedar Wealth Management, LLC's 292 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $7,920,208 | -3.5% | 302,298 | 0.0% | 3.13% | -1.3% | |
MDLZ | MONDELEZ INTL INCcl a | $3,392,133 | -4.9% | 48,878 | 0.0% | 1.34% | -2.7% | |
XT | ISHARES TRexponential tech | $1,131,353 | -6.1% | 21,669 | 0.0% | 0.45% | -4.1% | |
OEF | ISHARES TRs&p 100 etf | $959,782 | -3.1% | 4,784 | 0.0% | 0.38% | -1.0% | |
GUNR | FLEXSHARES TRmornstar upstr | $890,386 | +0.9% | 22,017 | 0.0% | 0.35% | +3.2% | |
GLD | SPDR GOLD TR | $837,876 | -3.8% | 4,887 | 0.0% | 0.33% | -1.8% | |
PRGO | PERRIGO CO PLC | $802,680 | -5.9% | 25,123 | 0.0% | 0.32% | -3.9% | |
EEM | ISHARES TRmsci emg mkt etf | $774,825 | -4.1% | 20,417 | 0.0% | 0.31% | -1.9% | |
EWC | ISHARES INCmsci cda etf | $768,325 | -4.4% | 22,962 | 0.0% | 0.30% | -2.3% | |
HEFA | ISHARES TRhdg msci eafe | $746,841 | -2.9% | 24,812 | 0.0% | 0.30% | -0.7% | |
FB | META PLATFORMS INCcl a | $652,356 | +4.6% | 2,173 | 0.0% | 0.26% | +7.1% | |
TLT | ISHARES TR20 yr tr bd etf | $641,229 | -13.8% | 7,230 | 0.0% | 0.25% | -11.8% | |
PROSHARES TRultrapro sht qqq | $550,367 | +8.1% | 26,926 | 0.0% | 0.22% | +10.7% | ||
EWA | ISHARES INCmsci aust etf | $512,645 | -4.6% | 23,833 | 0.0% | 0.20% | -2.4% | |
AMPLITUDE INC | $510,954 | +5.2% | 44,162 | 0.0% | 0.20% | +7.4% | ||
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $493,573 | +2.7% | 1,409 | 0.0% | 0.20% | +4.8% | |
PINS | PINTEREST INCcl a | $442,238 | -1.1% | 16,361 | 0.0% | 0.18% | +1.2% | |
FAZ | DIREXION SHS ETF TRdaily finl bear | $378,140 | +5.7% | 18,907 | 0.0% | 0.15% | +8.7% | |
CRM | SALESFORCE INC | $347,159 | -4.0% | 1,712 | 0.0% | 0.14% | -2.1% | |
USMV | ISHARES TRmsci usa min vol | $298,115 | -2.6% | 4,119 | 0.0% | 0.12% | 0.0% | |
MRK | MERCK & CO INC | $299,141 | -10.8% | 2,906 | 0.0% | 0.12% | -9.2% | |
ADBE | ADOBE INC | $294,212 | +4.3% | 577 | 0.0% | 0.12% | +6.4% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $283,984 | -9.9% | 4,819 | 0.0% | 0.11% | -8.2% | |
BAX | BAXTER INTL INC | $260,670 | -17.2% | 6,907 | 0.0% | 0.10% | -15.6% | |
SHV | ISHARES TRshort treas bd | $243,034 | +0.0% | 2,200 | 0.0% | 0.10% | +2.1% | |
IEUS | ISHARES TRdevsmcp exna etf | $235,672 | -6.2% | 4,763 | 0.0% | 0.09% | -4.1% | |
SBUX | STARBUCKS CORP | $233,286 | -7.9% | 2,556 | 0.0% | 0.09% | -6.1% | |
JPM | JPMORGAN CHASE & CO | $222,461 | -0.3% | 1,534 | 0.0% | 0.09% | +2.3% | |
IWF | ISHARES TRrus 1000 grw etf | $221,414 | -3.3% | 832 | 0.0% | 0.09% | -1.1% | |
NVDA | NVIDIA CORPORATION | $214,885 | +2.8% | 494 | 0.0% | 0.08% | +4.9% | |
PLD | PROLOGIS INC. | $212,526 | -8.5% | 1,894 | 0.0% | 0.08% | -6.7% | |
FYBR | FRONTIER COMMUNICATIONS PARE | $210,978 | -16.0% | 13,481 | 0.0% | 0.08% | -14.4% | |
DVY | ISHARES TRselect divid etf | $209,252 | -5.0% | 1,944 | 0.0% | 0.08% | -2.4% | |
GS | GOLDMAN SACHS GROUP INC | $202,555 | +0.3% | 626 | 0.0% | 0.08% | +2.6% | |
EGO | ELDORADO GOLD CORP NEW | $185,818 | -11.8% | 20,855 | 0.0% | 0.07% | -9.9% | |
JIG | J P MORGAN EXCHANGE TRADED Finternl gwt | $173,453 | -9.5% | 3,242 | 0.0% | 0.07% | -6.8% | |
GPC | GENUINE PARTS CO | $173,256 | -14.7% | 1,200 | 0.0% | 0.07% | -11.5% | |
SAVE | SPIRIT AIRLS INC | $163,053 | -3.8% | 9,882 | 0.0% | 0.06% | -3.0% | |
HTGC | HERCULES CAPITAL INC | $160,243 | +10.9% | 9,759 | 0.0% | 0.06% | +12.5% | |
MSOS | ADVISORSHARES TRpure us cannabis | $153,282 | +43.3% | 19,305 | 0.0% | 0.06% | +48.8% | |
ABBV | ABBVIE INC | $152,936 | +10.6% | 1,026 | 0.0% | 0.06% | +13.2% | |
NOW | SERVICENOW INC | $148,124 | -0.5% | 265 | 0.0% | 0.06% | +1.7% | |
NKE | NIKE INCcl b | $146,890 | -13.4% | 1,536 | 0.0% | 0.06% | -12.1% | |
ALB | ALBEMARLE CORP | $147,935 | -23.8% | 870 | 0.0% | 0.06% | -22.7% | |
VGT | VANGUARD WORLD FDSinf tech etf | $138,162 | -6.2% | 333 | 0.0% | 0.06% | -3.5% | |
INVESTMENT MANAGERS SER TR Iaxs tsla bear dl | $134,402 | +0.4% | 4,138 | 0.0% | 0.05% | +1.9% | ||
SCJ | ISHARES INCmsci japn smcetf | $106,829 | -0.6% | 1,572 | 0.0% | 0.04% | 0.0% | |
DIMENSIONAL ETF TRUSTworld ex us core | $106,051 | -3.4% | 4,709 | 0.0% | 0.04% | 0.0% | ||
NMFC | NEW MTN FIN CORP | $98,420 | +4.1% | 7,600 | 0.0% | 0.04% | +5.4% | |
SPYV | SPDR SER TRprtflo s&p500 vl | $96,136 | -4.5% | 2,330 | 0.0% | 0.04% | -2.6% | |
ACWI | ISHARES TRmsci acwi etf | $89,137 | -3.7% | 965 | 0.0% | 0.04% | -2.8% | |
VYMI | VANGUARD WHITEHALL FDSintl high etf | $86,646 | -2.1% | 1,400 | 0.0% | 0.03% | 0.0% | |
WSO | WATSCO INC | $86,876 | -1.0% | 230 | 0.0% | 0.03% | 0.0% | |
ARCC | ARES CAPITAL CORP | $83,760 | +3.6% | 4,302 | 0.0% | 0.03% | +6.5% | |
COST | COSTCO WHSL CORP NEW | $80,382 | +4.9% | 142 | 0.0% | 0.03% | +6.7% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $80,860 | -12.9% | 1,036 | 0.0% | 0.03% | -11.1% | |
HD | HOME DEPOT INC | $76,501 | -2.7% | 253 | 0.0% | 0.03% | 0.0% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $69,794 | -3.6% | 1,780 | 0.0% | 0.03% | 0.0% | |
RS | RELIANCE STEEL & ALUMINUM CO | $65,558 | -3.4% | 250 | 0.0% | 0.03% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $65,480 | -5.4% | 500 | 0.0% | 0.03% | -3.7% | |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $63,096 | -5.2% | 1,610 | 0.0% | 0.02% | -3.8% | |
ANTM | ELEVANCE HEALTH INC | $60,959 | -2.0% | 140 | 0.0% | 0.02% | 0.0% | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $59,820 | -3.6% | 1,200 | 0.0% | 0.02% | 0.0% | |
HYUP | DBX ETF TRxtrackers high | $55,724 | -1.4% | 1,424 | 0.0% | 0.02% | 0.0% | |
DG | DOLLAR GEN CORP NEW | $53,837 | -37.7% | 509 | 0.0% | 0.02% | -36.4% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $53,606 | -5.2% | 333 | 0.0% | 0.02% | -4.5% | |
IDV | ISHARES TRintl sel div etf | $52,857 | -3.5% | 2,081 | 0.0% | 0.02% | 0.0% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $50,688 | -3.7% | 4,629 | 0.0% | 0.02% | 0.0% | |
AMAT | APPLIED MATLS INC | $49,364 | -4.2% | 357 | 0.0% | 0.02% | 0.0% | |
AMD | ADVANCED MICRO DEVICES INC | $46,886 | -9.7% | 456 | 0.0% | 0.02% | -5.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $45,252 | -0.2% | 600 | 0.0% | 0.02% | 0.0% | |
STAG | STAG INDL INC | $44,863 | -3.8% | 1,300 | 0.0% | 0.02% | 0.0% | |
MS | MORGAN STANLEY | $43,040 | -4.4% | 527 | 0.0% | 0.02% | 0.0% | |
CSCO | CISCO SYS INC | $43,546 | +3.9% | 810 | 0.0% | 0.02% | +6.2% | |
ETN | EATON CORP PLC | $39,883 | +6.1% | 187 | 0.0% | 0.02% | +6.7% | |
ITB | ISHARES TRus home cons etf | $39,245 | -8.1% | 500 | 0.0% | 0.02% | -5.9% | |
ADP | AUTOMATIC DATA PROCESSING IN | $40,177 | +9.5% | 167 | 0.0% | 0.02% | +14.3% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $41,171 | -1.9% | 1,300 | 0.0% | 0.02% | 0.0% | |
ENB | ENBRIDGE INC | $41,089 | -10.7% | 1,238 | 0.0% | 0.02% | -11.1% | |
GILD | GILEAD SCIENCES INC | $37,470 | -2.8% | 500 | 0.0% | 0.02% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $36,162 | -5.4% | 534 | 0.0% | 0.01% | -6.7% | |
BIDU | BAIDU INCspon adr rep a | $34,931 | -1.9% | 260 | 0.0% | 0.01% | 0.0% | |
EFAV | ISHARES TRmsci eafe min vl | $36,595 | -3.4% | 561 | 0.0% | 0.01% | -6.7% | |
WMT | WALMART INC | $36,144 | +1.7% | 226 | 0.0% | 0.01% | 0.0% | |
EFX | EQUIFAX INC | $32,972 | -22.2% | 180 | 0.0% | 0.01% | -18.8% | |
LRCX | LAM RESEARCH CORP | $31,339 | -2.5% | 50 | 0.0% | 0.01% | 0.0% | |
EBF | ENNIS INC | $29,708 | +4.1% | 1,400 | 0.0% | 0.01% | +9.1% | |
NIE | VIRTUS EQUITY & CONV INCM FD | $29,775 | -6.0% | 1,497 | 0.0% | 0.01% | 0.0% | |
EMXC | ISHARES INCmsci emrg chn | $29,400 | -4.1% | 590 | 0.0% | 0.01% | 0.0% | |
ROP | ROPER TECHNOLOGIES INC | $29,547 | +0.7% | 61 | 0.0% | 0.01% | +9.1% | |
SWKS | SKYWORKS SOLUTIONS INC | $31,352 | -10.9% | 318 | 0.0% | 0.01% | -14.3% | |
KR | KROGER CO | $31,325 | -4.8% | 700 | 0.0% | 0.01% | -7.7% | |
BLK | BLACKROCK INC | $27,153 | -6.5% | 42 | 0.0% | 0.01% | 0.0% | |
PNNT | PENNANTPARK INVT CORP | $25,925 | +11.7% | 3,940 | 0.0% | 0.01% | +11.1% | |
NI | NISOURCE INC | $24,680 | -9.8% | 1,000 | 0.0% | 0.01% | -9.1% | |
ECH | ISHARES INCmsci chile etf | $26,190 | -10.2% | 1,000 | 0.0% | 0.01% | -9.1% | |
CZR | CAESARS ENTERTAINMENT INC NE | $24,334 | -9.1% | 525 | 0.0% | 0.01% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $25,448 | -4.9% | 28 | 0.0% | 0.01% | 0.0% | |
SO | SOUTHERN CO | $21,616 | -7.9% | 334 | 0.0% | 0.01% | 0.0% | |
X | UNITED STATES STL CORP NEW | $22,736 | +29.9% | 700 | 0.0% | 0.01% | +28.6% | |
ICE | INTERCONTINENTAL EXCHANGE IN | $22,884 | -2.7% | 208 | 0.0% | 0.01% | 0.0% | |
TER | TERADYNE INC | $19,087 | -9.8% | 190 | 0.0% | 0.01% | 0.0% | |
PAYX | PAYCHEX INC | $19,260 | +3.1% | 167 | 0.0% | 0.01% | +14.3% | |
FDUS | FIDUS INVT CORP | $19,046 | -2.0% | 992 | 0.0% | 0.01% | 0.0% | |
VEEV | VEEVA SYS INC | $19,735 | +2.9% | 97 | 0.0% | 0.01% | +14.3% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $18,736 | +4.1% | 216 | 0.0% | 0.01% | 0.0% | |
MCD | MCDONALDS CORP | $17,650 | -11.7% | 67 | 0.0% | 0.01% | -12.5% | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $18,720 | +4.4% | 1,170 | 0.0% | 0.01% | 0.0% | |
DNP | DNP SELECT INCOME FD INC | $18,088 | -9.2% | 1,900 | 0.0% | 0.01% | -12.5% | |
ALGN | ALIGN TECHNOLOGY INC | $18,319 | -13.7% | 60 | 0.0% | 0.01% | -12.5% | |
EMR | EMERSON ELEC CO | $16,127 | +6.8% | 167 | 0.0% | 0.01% | 0.0% | |
NUE | NUCOR CORP | $15,635 | -4.7% | 100 | 0.0% | 0.01% | 0.0% | |
GDX | VANECK ETF TRUSTgold miners etf | $14,397 | -10.6% | 535 | 0.0% | 0.01% | 0.0% | |
YUM | YUM BRANDS INC | $13,993 | -9.8% | 112 | 0.0% | 0.01% | 0.0% | |
DUK | DUKE ENERGY CORP NEW | $14,739 | -1.7% | 167 | 0.0% | 0.01% | 0.0% | |
SLB | SCHLUMBERGER LTD | $14,575 | +18.7% | 250 | 0.0% | 0.01% | +20.0% | |
MMM | 3M CO | $15,635 | -6.5% | 167 | 0.0% | 0.01% | 0.0% | |
PLBY | PLBY GROUP INC | $16,071 | -52.3% | 20,064 | 0.0% | 0.01% | -53.8% | |
GOOG | ALPHABET INCcap stk cl c | $15,822 | +9.0% | 120 | 0.0% | 0.01% | 0.0% | |
RWT | REDWOOD TRUST INC | $12,121 | +11.9% | 1,700 | 0.0% | 0.01% | +25.0% | |
INTU | INTUIT | $12,263 | +11.5% | 24 | 0.0% | 0.01% | +25.0% | |
KLAC | KLA CORP | $10,091 | -5.4% | 22 | 0.0% | 0.00% | 0.0% | |
AL | AIR LEASE CORPcl a | $8,867 | -5.8% | 225 | 0.0% | 0.00% | 0.0% | |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $9,318 | -3.9% | 100 | 0.0% | 0.00% | 0.0% | |
DOCU | DOCUSIGN INC | $8,988 | -17.8% | 214 | 0.0% | 0.00% | 0.0% | |
DARIOHEALTH CORP | $9,348 | -18.2% | 2,850 | 0.0% | 0.00% | 0.0% | ||
DD | DUPONT DE NEMOURS INC | $10,666 | +4.4% | 143 | 0.0% | 0.00% | 0.0% | |
AMP | AMERIPRISE FINL INC | $9,890 | -0.8% | 30 | 0.0% | 0.00% | 0.0% | |
AME | AMETEK INC | $10,639 | -8.7% | 72 | 0.0% | 0.00% | -20.0% | |
ZS | ZSCALER INC | $11,202 | +6.3% | 72 | 0.0% | 0.00% | 0.0% | |
KO | COCA COLA CO | $10,532 | -7.0% | 188 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $11,030 | -11.0% | 167 | 0.0% | 0.00% | -20.0% | |
SHELL PLCspon ads | $7,532 | +6.6% | 117 | 0.0% | 0.00% | 0.0% | ||
DOW | DOW INC | $7,322 | -3.2% | 142 | 0.0% | 0.00% | 0.0% | |
IEP | ICAHN ENTERPRISES LPdepositary unit | $8,308 | -31.9% | 420 | 0.0% | 0.00% | -40.0% | |
XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $6,586 | -1.0% | 167 | 0.0% | 0.00% | 0.0% | |
TPVG | TRIPLEPOINT VENTURE GROWTH B | $6,799 | -11.2% | 650 | 0.0% | 0.00% | 0.0% | |
MGK | VANGUARD WORLD FDmega grwth ind | $6,748 | -3.6% | 30 | 0.0% | 0.00% | 0.0% | |
GLOB | GLOBANT S A | $7,914 | +10.1% | 40 | 0.0% | 0.00% | 0.0% | |
DE | DEERE & CO | $4,529 | -6.8% | 12 | 0.0% | 0.00% | 0.0% | |
CSX | CSX CORP | $4,428 | -9.8% | 144 | 0.0% | 0.00% | 0.0% | |
ACN | ACCENTURE PLC IRELAND | $5,528 | -0.5% | 18 | 0.0% | 0.00% | 0.0% | |
PEP | PEPSICO INC | $4,067 | -8.5% | 24 | 0.0% | 0.00% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC | $4,261 | +6.1% | 21 | 0.0% | 0.00% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $4,694 | +7.8% | 69 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP | $4,994 | +29.8% | 33 | 0.0% | 0.00% | +100.0% | |
K | KELLANOVA | $4,939 | -11.7% | 83 | 0.0% | 0.00% | 0.0% | |
HON | HONEYWELL INTL INC | $3,880 | -11.0% | 21 | 0.0% | 0.00% | 0.0% | |
TDG | TRANSDIGM GROUP INC | $5,902 | -5.7% | 7 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $2,976 | +20.8% | 21 | 0.0% | 0.00% | 0.0% | |
UNH | UNITEDHEALTH GROUP INC | $3,025 | +4.9% | 6 | 0.0% | 0.00% | 0.0% | |
VALE | VALE S Asponsored ads | $1,340 | -0.1% | 100 | 0.0% | 0.00% | 0.0% | |
TTD | THE TRADE DESK INC | $1,407 | +1.2% | 18 | 0.0% | 0.00% | 0.0% | |
TXN | TEXAS INSTRS INC | $2,862 | -11.7% | 18 | 0.0% | 0.00% | 0.0% | |
STZ | CONSTELLATION BRANDS INCcl a | $2,513 | +2.1% | 10 | 0.0% | 0.00% | 0.0% | |
SQ | BLOCK INCcl a | $1,770 | -33.5% | 40 | 0.0% | 0.00% | 0.0% | |
NIO | NIO INCspon ads | $2,170 | -6.7% | 240 | 0.0% | 0.00% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $3,455 | -7.9% | 15 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $2,534 | -2.4% | 48 | 0.0% | 0.00% | 0.0% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $1,387 | -2.7% | 183 | 0.0% | 0.00% | 0.0% | |
PXD | PIONEER NAT RES CO | $1,377 | +10.8% | 6 | 0.0% | 0.00% | – | |
SPGI | S&P GLOBAL INC | $1,462 | -8.9% | 4 | 0.0% | 0.00% | 0.0% | |
CONSTELLATION ENERGY CORP | $982 | +19.2% | 9 | 0.0% | 0.00% | – | ||
OXY | OCCIDENTAL PETE CORP | $389 | +10.2% | 6 | 0.0% | 0.00% | – | |
NEE | NEXTERA ENERGY INC | $1,031 | -22.8% | 18 | 0.0% | 0.00% | -100.0% | |
MGM | MGM RESORTS INTERNATIONAL | $1,213 | -16.3% | 33 | 0.0% | 0.00% | -100.0% | |
EXC | EXELON CORP | $1,247 | -7.2% | 33 | 0.0% | 0.00% | -100.0% | |
CMCSA | COMCAST CORP NEWcl a | $89 | +7.2% | 2 | 0.0% | 0.00% | – | |
ATLASSIAN CORPORATIONcl a | $1,209 | +20.1% | 6 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PHILIP MORRIS INTL INC | 32 | Q3 2023 | 38.8% |
VANGUARD INDEX FDS | 32 | Q3 2023 | 28.4% |
ALTRIA GROUP INC | 32 | Q3 2023 | 27.5% |
MONDELEZ INTL INC | 32 | Q3 2023 | 1.6% |
MICROSOFT CORP | 32 | Q3 2023 | 0.9% |
CISCO SYS INC | 32 | Q3 2023 | 0.5% |
CHEVRON CORP NEW | 32 | Q3 2023 | 0.5% |
STARBUCKS CORP | 32 | Q3 2023 | 0.3% |
PFIZER INC | 32 | Q3 2023 | 0.3% |
SCHLUMBERGER LTD | 32 | Q3 2023 | 0.2% |
View Cedar Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-12 |
View Cedar Wealth Management, 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.