$329 Million is the total value of Edmonds Duncan Registered Investment Advisors, LLC's 142 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 8.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $23,877,000 | +3.0% | 659,392 | +4.6% | 7.26% | +0.7% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $22,888,000 | +3.4% | 357,506 | +1.7% | 6.96% | +1.1% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $22,307,000 | +4.0% | 145,230 | +4.8% | 6.79% | +1.7% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $21,661,000 | +1.7% | 555,404 | +3.1% | 6.59% | -0.6% |
| WBND | Buy | WESTERN ASSET TOTAL RETURN ETFetf | $14,368,000 | +13.4% | 533,048 | +14.8% | 4.37% | +10.9% |
| DRSK | Buy | APTUS DEFINED RISK ETFetf | $12,914,000 | +8.8% | 451,069 | +12.5% | 3.93% | +6.4% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $10,908,000 | +1.1% | 64,443 | +3.7% | 3.32% | -1.1% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $10,297,000 | +4.1% | 73,754 | +4.8% | 3.13% | +1.8% |
| VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $10,240,000 | +4.4% | 43,335 | +4.4% | 3.12% | +2.1% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $9,230,000 | +1.6% | 32,944 | +5.1% | 2.81% | -0.6% |
| DXJ | Buy | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $8,061,000 | +8.8% | 127,631 | +5.1% | 2.45% | +6.3% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $7,706,000 | +4.2% | 167,440 | +4.8% | 2.34% | +1.9% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $6,164,000 | -1.7% | 144,936 | +5.1% | 1.88% | -3.9% |
| IGSB | Buy | ISHARES 1-3 YR CREDIT BOND ETFetf | $5,730,000 | +7.0% | 104,864 | +7.4% | 1.74% | +4.7% |
| PEP | PEPSICO INC COMstock | $5,262,000 | +1.5% | 34,984 | 0.0% | 1.60% | -0.7% | |
| SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $4,930,000 | +5.5% | 66,256 | +5.1% | 1.50% | +3.2% |
| TPYP | Buy | TORTOISE NORTH AMERICAN PIPELINE FUNDetf | $4,616,000 | +1.7% | 211,726 | +5.1% | 1.40% | -0.6% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $4,362,000 | +4.4% | 69,595 | +6.9% | 1.33% | +2.1% |
| CFFN | CAPITOL FEDERAL FINANCIALstock | $4,312,000 | -2.4% | 375,252 | 0.0% | 1.31% | -4.6% | |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $4,241,000 | +2.2% | 31,722 | +4.3% | 1.29% | -0.1% |
| AAPL | Sell | APPLE INCstock | $4,208,000 | +2.0% | 29,741 | -1.2% | 1.28% | -0.2% |
| FLTR | Sell | VANECK INVESTMENT GRADE FLOATING RATE ETFetf | $4,029,000 | -7.7% | 158,610 | -7.8% | 1.23% | -9.7% |
| VVR | Buy | INVESCO SR INCOME TR COMcef | $3,993,000 | +4.2% | 897,294 | +4.4% | 1.22% | +1.9% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & PR COMcef | $3,725,000 | -5.6% | 251,149 | -4.0% | 1.13% | -7.7% |
| PBP | Buy | POWERSHARES S&P 500 BUYWRITE PORTFOLIO ETFetf | $3,196,000 | +5.7% | 139,012 | +4.1% | 0.97% | +3.4% |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $2,969,000 | +17.3% | 10,233 | +15.9% | 0.90% | +14.6% |
| FPE | Sell | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $2,965,000 | -1.1% | 144,347 | -0.8% | 0.90% | -3.3% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $2,940,000 | +0.4% | 39,773 | -1.2% | 0.89% | -1.9% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $2,914,000 | +17.1% | 21,523 | +18.9% | 0.89% | +14.6% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $2,767,000 | -0.2% | 64,952 | +2.9% | 0.84% | -2.4% |
| EVV | Sell | EATON VANCE LTD DURATION INCOME FDcef | $2,742,000 | -10.6% | 208,041 | -10.1% | 0.83% | -12.6% |
| MLPA | Sell | GLOBAL X MLP ETFetf | $2,485,000 | -9.7% | 70,459 | -1.1% | 0.76% | -11.7% |
| MSFT | MICROSOFTstock | $2,443,000 | +4.0% | 8,666 | 0.0% | 0.74% | +1.8% | |
| VNQ | Buy | VANGUARD REIT INDEX ETFetf | $2,392,000 | +3.3% | 23,501 | +3.3% | 0.73% | +1.1% |
| DGRO | Sell | ISHARES TR CORE DIVID GROWTH ETFetf | $2,157,000 | -5.3% | 42,935 | -5.1% | 0.66% | -7.3% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $2,127,000 | +0.4% | 14,626 | +1.9% | 0.65% | -1.8% |
| QYLD | Sell | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $2,079,000 | -2.8% | 94,257 | -1.1% | 0.63% | -4.8% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $2,041,000 | +1.8% | 44,224 | +4.1% | 0.62% | -0.5% |
| AVK | Sell | ADVENT CONV & INCOME FD COMcef | $1,941,000 | -10.8% | 107,971 | -4.4% | 0.59% | -12.7% |
| UNP | Buy | UNION PAC CORP COMstock | $1,794,000 | -10.7% | 9,151 | +0.1% | 0.55% | -12.6% |
| IJT | Buy | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $1,772,000 | +0.5% | 13,630 | +2.5% | 0.54% | -1.6% |
| MUI | Sell | BLACKROCK MUNICIPAL INCOME COMcef | $1,728,000 | -2.8% | 113,628 | -0.0% | 0.53% | -4.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,678,000 | -1.8% | 6,148 | 0.0% | 0.51% | -3.9% | |
| EMD | Sell | WESTERN ASSET EMERGING MKTS DE COMcef | $1,610,000 | -6.4% | 118,402 | -3.6% | 0.49% | -8.4% |
| PYPL | PAYPAL HLDGS INC COMstock | $1,558,000 | -10.7% | 5,986 | 0.0% | 0.47% | -12.7% | |
| YUM | YUM! BRANDS INCstock | $1,546,000 | +6.3% | 12,640 | 0.0% | 0.47% | +4.0% | |
| BAC | BK OF AMERICA CORP COMstock | $1,539,000 | +2.9% | 36,257 | 0.0% | 0.47% | +0.6% | |
| AFB | Buy | ALLIANCEBERNSTEIN NATL MUN INM COMcef | $1,495,000 | -1.8% | 100,037 | +0.1% | 0.46% | -3.8% |
| FFA | Sell | FIRST TR ENHANCED EQUITY INCOM COMcef | $1,340,000 | -6.9% | 68,013 | -4.0% | 0.41% | -8.9% |
| VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $1,294,000 | -0.5% | 22,982 | +3.2% | 0.39% | -2.5% |
| MFM | Buy | MFS MUN INCOME TR SH BEN INTcef | $1,282,000 | -1.8% | 183,339 | +0.2% | 0.39% | -3.9% |
| IDE | Sell | VOYA INFRASTRUCTURE INDLS & MT COMcef | $1,221,000 | -5.4% | 97,217 | -3.5% | 0.37% | -7.7% |
| IJS | Buy | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $1,189,000 | -2.7% | 11,814 | +2.0% | 0.36% | -4.7% |
| IJK | Buy | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $1,159,000 | -1.7% | 14,639 | +0.4% | 0.35% | -3.8% |
| GOOGL | GOOGLE INCstock | $1,150,000 | +9.5% | 430 | 0.0% | 0.35% | +7.0% | |
| NVDA | Buy | NVIDIA CORPstock | $1,113,000 | +5.5% | 5,372 | +307.6% | 0.34% | +3.4% |
| MCD | MCDONALDS CORP COMstock | $1,084,000 | +4.4% | 4,494 | 0.0% | 0.33% | +2.2% | |
| IJR | Sell | ISHARES S&P SMALLCAP 600 ETFetf | $1,019,000 | -8.7% | 9,329 | -5.5% | 0.31% | -10.7% |
| IJJ | Buy | ISHARES S&P MIDCAP 400 VALUE ETFetf | $1,020,000 | -1.1% | 9,903 | +1.2% | 0.31% | -3.4% |
| EVRG | Buy | EVERGY INC COMstock | $987,000 | +2.9% | 15,865 | +0.0% | 0.30% | +0.7% |
| WMT | WALMART INC COMstock | $901,000 | -1.2% | 6,464 | 0.0% | 0.27% | -3.5% | |
| DIS | Buy | DISNEY WALT CO COMstock | $870,000 | -3.2% | 5,144 | +0.5% | 0.26% | -5.4% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INCME COMcef | $854,000 | -3.3% | 56,230 | -0.0% | 0.26% | -5.5% |
| F | FORD MOTOR COMPANYstock | $840,000 | -4.7% | 59,288 | 0.0% | 0.26% | -6.6% | |
| BA | Buy | BOEING CO COMstock | $833,000 | +5.7% | 3,788 | +15.2% | 0.25% | +3.3% |
| GOOG | ALPHABET INC CAP STK CL Cstock | $757,000 | +6.3% | 284 | 0.0% | 0.23% | +3.6% | |
| ISD | New | PGIM HIGH YIELD BOND FUND INC COMcef | $743,000 | – | 45,748 | +100.0% | 0.23% | – |
| TSLA | TESLA MOTORS INCstock | $731,000 | +14.2% | 942 | 0.0% | 0.22% | +11.6% | |
| DSU | Sell | BLACKROCK DEBT STRATEGIES FUNDcef | $713,000 | -5.4% | 61,826 | -6.2% | 0.22% | -7.7% |
| IGR | Buy | CBRE GBL REAL ESTATE INC FD COMcef | $686,000 | +4.1% | 82,088 | +9.8% | 0.21% | +2.0% |
| WMB | WILLIAMS COS INC COMstock | $656,000 | -2.2% | 25,275 | 0.0% | 0.20% | -4.3% | |
| USB | US BANCORP DEL COM NEWstock | $630,000 | +4.3% | 10,596 | 0.0% | 0.19% | +2.1% | |
| PG | PROCTER AND GAMBLE CO COMstock | $632,000 | +3.6% | 4,520 | 0.0% | 0.19% | +1.1% | |
| BFB | BROWN FORMAN CORP CL Bstock | $628,000 | -10.7% | 9,375 | 0.0% | 0.19% | -12.8% | |
| UPST | Buy | UPSTART HLDGS INC COMstock | $606,000 | +164.6% | 1,914 | +4.5% | 0.18% | +159.2% |
| HD | HOME DEPOTstock | $602,000 | +2.9% | 1,833 | 0.0% | 0.18% | +0.5% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $603,000 | -12.2% | 10,370 | 0.0% | 0.18% | -14.5% | |
| DCPH | DECIPHERA PHARMACEUTICALS INC COMstock | $603,000 | -7.2% | 17,747 | 0.0% | 0.18% | -9.4% | |
| AMGN | AMGEN INCstock | $585,000 | -12.7% | 2,750 | 0.0% | 0.18% | -14.4% | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $549,000 | +0.5% | 5,719 | 0.0% | 0.17% | -1.8% | |
| FB | FACEBOOK INC CL Astock | $515,000 | -2.5% | 1,518 | 0.0% | 0.16% | -4.3% | |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $477,000 | -2.1% | 2,955 | +0.0% | 0.14% | -4.6% |
| MAC | MACERICH COreit | $462,000 | -8.5% | 27,655 | 0.0% | 0.14% | -10.2% | |
| AEE | Buy | AMEREN CORPstock | $460,000 | +6.7% | 5,682 | +5.6% | 0.14% | +4.5% |
| XOM | EXXON MOBIL CORP COMstock | $452,000 | -6.8% | 7,686 | 0.0% | 0.14% | -8.6% | |
| PM | PHILIP MORRIS INTL INCstock | $432,000 | -4.2% | 4,555 | 0.0% | 0.13% | -6.4% | |
| INTC | INTEL CORP COMstock | $410,000 | -5.1% | 7,701 | 0.0% | 0.12% | -6.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $411,000 | -1.9% | 1 | 0.0% | 0.12% | -3.8% | |
| MO | ALTRIA GROUP INC COMstock | $408,000 | -4.7% | 8,969 | 0.0% | 0.12% | -6.8% | |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $405,000 | +2.8% | 992 | +4.4% | 0.12% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $390,000 | -5.8% | 3,489 | +1.3% | 0.12% | -7.8% |
| DXCM | Buy | DEXCOM INC COMstock | $383,000 | +37.8% | 700 | +7.7% | 0.12% | +36.0% |
| AMAT | APPLIED MATLS INC COMstock | $386,000 | -9.6% | 3,000 | 0.0% | 0.12% | -12.0% | |
| CSX | CSX CORPstock | $375,000 | -7.2% | 12,600 | 0.0% | 0.11% | -9.5% | |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $373,000 | +0.5% | 4,481 | 0.0% | 0.11% | -1.7% | |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $365,000 | +0.3% | 8,206 | 0.0% | 0.11% | -1.8% | |
| FLRN | Sell | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $364,000 | -7.6% | 11,877 | -7.6% | 0.11% | -9.8% |
| CERN | CERNER CORPstock | $345,000 | -9.7% | 4,887 | 0.0% | 0.10% | -11.8% | |
| CVNA | Buy | CARVANA CO CL Astock | $342,000 | +4.3% | 1,134 | +4.3% | 0.10% | +2.0% |
| AMZN | Buy | AMAZON.COM INCstock | $338,000 | -2.6% | 103 | +2.0% | 0.10% | -4.6% |
| GWX | Sell | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $339,000 | -8.6% | 8,797 | -8.4% | 0.10% | -10.4% |
| WST | WEST PHARMACEUTICAL SVSC INC COMstock | $340,000 | +18.5% | 800 | 0.0% | 0.10% | +15.7% | |
| DRI | Buy | DARDEN RESTAURANTS INC COMstock | $314,000 | +9.0% | 2,072 | +5.1% | 0.10% | +6.7% |
| ENPH | Buy | ENPHASE ENERGY INC COMstock | $317,000 | -13.6% | 2,111 | +5.6% | 0.10% | -15.8% |
| SYF | Buy | SYNCHRONY FINANCIAL COMstock | $311,000 | +6.1% | 6,356 | +5.2% | 0.10% | +4.4% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L SHSstock | $302,000 | +22.3% | 2,755 | +4.4% | 0.09% | +19.5% |
| DT | Buy | DYNATRACE INC COM NEWstock | $298,000 | +27.4% | 4,196 | +4.9% | 0.09% | +24.7% |
| INMD | New | INMODE LTD SHSstock | $298,000 | – | 1,872 | +100.0% | 0.09% | – |
| CROX | Buy | CROCS INC COMstock | $295,000 | +29.4% | 2,059 | +5.1% | 0.09% | +26.8% |
| HWM | Buy | HOWMET AEROSPACE INC COMstock | $293,000 | -4.6% | 9,384 | +5.3% | 0.09% | -7.3% |
| NKE | NIKE INC CLASS Bstock | $290,000 | -6.1% | 2,000 | 0.0% | 0.09% | -8.3% | |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $278,000 | +6.9% | 6,451 | +5.8% | 0.08% | +4.9% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $274,000 | -4.2% | 10,264 | +5.7% | 0.08% | -6.7% |
| HUBS | Buy | HUBSPOT INC COMstock | $268,000 | +21.8% | 396 | +4.8% | 0.08% | +20.6% |
| JEF | Buy | JEFFERIES FINL GROUP INC COMstock | $266,000 | +15.2% | 7,153 | +5.7% | 0.08% | +12.5% |
| T | AT&T INC COMstock | $266,000 | -6.3% | 9,864 | 0.0% | 0.08% | -8.0% | |
| COP | CONOCOPHILLIPS COMstock | $264,000 | +11.4% | 3,892 | 0.0% | 0.08% | +8.1% | |
| URI | Buy | UNITED RENTALS INC COMstock | $264,000 | +16.3% | 751 | +5.3% | 0.08% | +12.7% |
| ASG | LIBERTY ALL-STAR GROWTH FD INC COMcef | $256,000 | -3.0% | 29,642 | 0.0% | 0.08% | -4.9% | |
| MDY | SPDR S&P MIDCAP 400 ETFetf | $253,000 | -1.9% | 526 | 0.0% | 0.08% | -3.8% | |
| CVX | CHEVRON CORP NEW COMstock | $246,000 | -3.1% | 2,428 | 0.0% | 0.08% | -5.1% | |
| AFL | AFLAC INC COMstock | $248,000 | -2.7% | 4,750 | 0.0% | 0.08% | -5.1% | |
| ENTG | Buy | ENTEGRIS INC COMstock | $243,000 | +8.0% | 1,929 | +5.5% | 0.07% | +5.7% |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $244,000 | -0.4% | 2,398 | 0.0% | 0.07% | -2.6% | |
| GMED | Buy | GLOBUS MED INC CL Astock | $240,000 | +3.4% | 3,135 | +5.0% | 0.07% | +1.4% |
| MLM | Buy | MARTIN MARIETTA MATLS INC COMstock | $232,000 | +3.1% | 678 | +5.9% | 0.07% | +1.4% |
| IBM | INTL BUSINESS MACHINESstock | $229,000 | -5.4% | 1,649 | 0.0% | 0.07% | -6.7% | |
| EBAY | EBAY INCstock | $228,000 | -0.9% | 3,275 | 0.0% | 0.07% | -4.2% | |
| BMY | BRISTOL-MYERS SQUIBB CO COMstock | $216,000 | -11.5% | 3,649 | 0.0% | 0.07% | -13.2% | |
| M | New | MACYS INC COMstock | $218,000 | – | 9,654 | +100.0% | 0.07% | – |
| NOTV | New | INOTIV INC COMstock | $213,000 | – | 7,297 | +100.0% | 0.06% | – |
| SUM | New | SUMMIT MATLS INC CL Astock | $211,000 | – | 6,613 | +100.0% | 0.06% | – |
| New | BATH & BODY WORKS INC COMstock | $210,000 | – | 3,339 | +100.0% | 0.06% | – | |
| CCF | CHASE CORP COMstock | $204,000 | -0.5% | 2,000 | 0.0% | 0.06% | -3.1% | |
| DMF | DREYFUS MUN INCOME INCcef | $190,000 | +3.8% | 19,682 | 0.0% | 0.06% | +1.8% | |
| BTZ | Sell | BLACKROCK CR ALLOCATION INCOME COMcef | $165,000 | -3.5% | 10,900 | -0.4% | 0.05% | -5.7% |
| SLVP | ISHARES MSCI GLOBAL SILVER AND METALS MINERS ETFetf | $147,000 | -19.7% | 11,915 | 0.0% | 0.04% | -21.1% | |
| FAT | FAT BRANDS INC CLASS A COMstock | $118,000 | -36.2% | 12,655 | 0.0% | 0.04% | -37.9% | |
| JPS | NUVEEN QUALITY PFD INCOME FD 2cef | $101,000 | -1.9% | 10,347 | 0.0% | 0.03% | -3.1% | |
| BGY | BLACKROCK INTL GROWTH TRcef | $71,000 | -5.3% | 11,487 | 0.0% | 0.02% | -4.3% | |
| ACRX | Sell | ACELRX PHARMACEUTICALS INC COMstock | $27,000 | -52.6% | 26,000 | -36.6% | 0.01% | -55.6% |
| MCADR | New | MOUNTAIN CREST ACQUSTN CORP II RTstock | $22,000 | – | 29,411 | +100.0% | 0.01% | – |
| MTZ | Exit | MASTEC INC COMstock | $0 | – | -2,144 | -100.0% | -0.07% | – |
| LB | Exit | L BRANDS INC COMstock | $0 | – | -3,169 | -100.0% | -0.07% | – |
| ORBC | Exit | ORBCOMM INC COMstock | $0 | – | -40,237 | -100.0% | -0.14% | – |
| BIT | Exit | BLACKROCK MULTI SECTOR INC TR COMcef | $0 | – | -39,395 | -100.0% | -0.23% | – |
| BLW | Exit | BLACKROCK LIMITED DURATION INCOME TRUSTcef | $0 | – | -45,546 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 32 | Q3 2023 | 7.6% |
| ISHARES TR | 32 | Q3 2023 | 5.9% |
| ISHARES TR | 32 | Q3 2023 | 5.4% |
| PEPSICO INC COM | 32 | Q3 2023 | 2.1% |
| ISHARES TR | 32 | Q3 2023 | 5.7% |
| ISHARES TR CORE DIVID GROWTH ETF | 32 | Q3 2023 | 5.2% |
| ISHARES TR | 32 | Q3 2023 | 3.3% |
| ISHARES TR | 32 | Q3 2023 | 3.3% |
| ISHARES TR | 32 | Q3 2023 | 3.1% |
| ISHARES TR | 32 | Q3 2023 | 3.1% |
View Edmonds Duncan Registered Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-27 |
View Edmonds Duncan Registered Investment 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.