$158 Million is the total value of Ridgewood Investments LLC's 197 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMMB | Exit | MAMAMANCINI S HLDGS INC | $0 | – | -42,120 | -100.0% | -0.07% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -6,125 | -100.0% | -0.15% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -950 | -100.0% | -0.17% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -679 | -100.0% | -0.17% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -7,258 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway Inc. New Com | 28 | Q3 2023 | 18.6% |
| MARKEL GROUP INC | 28 | Q3 2023 | 3.4% |
| 3M Company Common Stock | 28 | Q3 2023 | 2.6% |
| ISHARES TR | 28 | Q3 2023 | 2.0% |
| ALPHABET INC | 28 | Q3 2023 | 1.6% |
| Vanguard Total Stock Market Etf | 28 | Q3 2023 | 1.7% |
| ALPHABET INC | 28 | Q3 2023 | 1.3% |
| American Tower Corp Reit | 28 | Q3 2023 | 1.6% |
| GOLDMAN SACHS GROUP INC | 28 | Q3 2023 | 1.5% |
| QUALCOMM Incorporated | 28 | Q3 2023 | 1.4% |
View Ridgewood Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-20 |
| D | 2023-08-21 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-11 |
View Ridgewood Investments 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.