| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | 31 | Q2 2024 | 15.0% |
| VANGUARD INTL EQUITY INDEX FTSE ALL WORLD EX USA SMALL CAP | 31 | Q2 2024 | 6.8% |
| ISHARES TR | 31 | Q2 2024 | 1.5% |
| ISHARES TR | 31 | Q2 2024 | 1.9% |
| SPDR S&P 500 TRUST UNIT SER 1 S&P | 31 | Q2 2024 | 0.6% |
| ISHARES TR | 31 | Q2 2024 | 0.9% |
| ISHARES TR MSCI EAFE ETF | 31 | Q2 2024 | 0.7% |
| SPDR S&P MIDCAP 400 TR UTSER1 S&PDCRP | 31 | Q2 2024 | 0.1% |
| VANGUARD S&P 500 SHS | 30 | Q2 2024 | 17.2% |
| VANGUARD TAX-MANAGED FDS | 30 | Q2 2024 | 16.5% |
View Fusion Family Wealth LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Invesco Ltd. | January 30, 2024 | 1,213,448 | 3.4% |
| Invesco Ltd. | January 30, 2024 | 440,114 | 10.7% |
| Invesco Ltd. | January 30, 2024 | 1,331,857 | 4.6% |
| Fusion Family Wealth LLC | January 27, 2020 | 1,087,190 | 10.4% |
View Fusion Family Wealth LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-10 |
| SC 13G | 2024-01-30 |
| SC 13G | 2024-01-30 |
| SC 13G | 2024-01-30 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-20 |
View Fusion Family Wealth 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.