$308 Million is the total value of Lucia Wealth Services, LLC's 193 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 91.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TAP | Buy | MOLSON COORS BREWING COcl b | $8,252,000 | -6.9% | 109,543 | +1.4% | 2.68% | -31.7% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $6,359,000 | +866.4% | 212,740 | +898.5% | 2.06% | +609.6% |
| KMB | Buy | KIMBERLY CLARK CORP | $5,935,000 | -8.0% | 53,889 | +0.8% | 1.93% | -32.5% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $5,898,000 | +303.4% | 175,954 | +297.2% | 1.92% | +196.0% |
| QUAL | Buy | ISHARES TRusa quality fctr | $5,695,000 | +315.1% | 68,858 | +316.1% | 1.85% | +204.6% |
| BIZD | Buy | VANECK VECTORS ETF TR | $5,549,000 | +96.7% | 341,246 | +100.8% | 1.80% | +44.4% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $5,450,000 | +115.1% | 113,611 | +118.1% | 1.77% | +57.9% |
| Buy | FLAHERTY & CRUMRINE DYN PFD | $5,313,000 | +23.2% | 219,831 | +36.0% | 1.72% | -9.5% | |
| EFG | Buy | ISHARES TReafe grwth etf | $5,250,000 | +318.7% | 65,325 | +320.6% | 1.70% | +207.2% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $4,953,000 | +345.4% | 21,298 | +335.4% | 1.61% | +226.8% |
| HPI | Buy | HANCOCK JOHN PFD INCOME FDsh ben int | $4,946,000 | +38.3% | 241,497 | +44.7% | 1.61% | +1.5% |
| MDYG | Buy | SPDR SERIES TRUSTs&p 400 mdcp grw | $4,929,000 | +334.3% | 31,310 | +328.7% | 1.60% | +218.7% |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $4,828,000 | +345.8% | 77,445 | +334.6% | 1.57% | +227.3% |
| AMAT | Buy | APPLIED MATLS INC | $4,604,000 | +47.7% | 82,796 | +35.8% | 1.50% | +8.4% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $4,518,000 | +938.6% | 36,583 | +956.7% | 1.47% | +664.1% |
| PEY | Buy | POWERSHARES ETF TRUSThi yld eq dvdn | $4,462,000 | +930.5% | 262,185 | +979.2% | 1.45% | +654.7% |
| HABT | Buy | HABIT RESTAURANTS INC | $4,301,000 | +20.1% | 488,778 | +30.3% | 1.40% | -11.9% |
| PSK | Buy | SPDR SERIES TRUSTwells fg pfd etf | $4,254,000 | +556.5% | 97,904 | +565.4% | 1.38% | +381.2% |
| RPG | Buy | RYDEX ETF TRUSTgug s&p500 pu gr | $3,845,000 | +942.0% | 35,023 | +894.4% | 1.25% | +665.6% |
| AGZ | Buy | ISHARES TRagency bond etf | $3,737,000 | +490.4% | 33,353 | +495.9% | 1.21% | +333.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,709,000 | +49.5% | 14,728 | +51.3% | 1.20% | +9.7% |
| V | Buy | VISA INC | $3,676,000 | +28.9% | 30,733 | +22.9% | 1.19% | -5.4% |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $3,327,000 | +109.5% | 43,644 | +111.7% | 1.08% | +53.6% |
| SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $3,239,000 | +114.1% | 115,018 | +118.5% | 1.05% | +57.2% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $3,035,000 | +83.3% | 30,555 | +91.2% | 0.98% | +34.4% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $3,005,000 | +53.2% | 45,825 | +55.1% | 0.98% | +12.4% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,955,000 | +40.9% | 16,099 | +32.4% | 0.96% | +3.3% |
| SHPG | Buy | SHIRE PLCsponsored adr | $2,865,000 | +86.4% | 19,176 | +93.6% | 0.93% | +36.8% |
| SYY | Buy | SYSCO CORP | $2,836,000 | +41.0% | 47,296 | +42.8% | 0.92% | +3.5% |
| BX | Buy | BLACKSTONE GROUP L P | $2,800,000 | +37.2% | 87,645 | +37.5% | 0.91% | +0.7% |
| PHM | Buy | PULTE GROUP INC | $2,755,000 | +27.6% | 93,428 | +43.9% | 0.90% | -6.3% |
| BK | Buy | BANK NEW YORK MELLON CORP | $2,752,000 | +51.1% | 53,398 | +58.0% | 0.89% | +10.9% |
| JNK | Buy | SPDR SERIES TRUSTbloomberg brclys | $2,705,000 | +113.3% | 75,465 | +118.5% | 0.88% | +56.5% |
| TOL | Buy | TOLL BROTHERS INC | $2,646,000 | +30.5% | 61,183 | +44.9% | 0.86% | -4.2% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $2,591,000 | +112.6% | 28,300 | +112.2% | 0.84% | +56.0% |
| AGN | Buy | ALLERGAN PLC | $2,542,000 | +111.1% | 15,107 | +105.3% | 0.82% | +54.8% |
| RLGY | Buy | REALOGY HLDGS CORP | $2,453,000 | +120.2% | 89,934 | +113.9% | 0.80% | +61.5% |
| ICLR | Buy | ICON PLC | $2,425,000 | +39.0% | 20,530 | +32.0% | 0.79% | +1.9% |
| DLTR | Buy | DOLLAR TREE INC | $2,372,000 | +27.4% | 24,996 | +44.0% | 0.77% | -6.6% |
| AVGO | Buy | BROADCOM LTD | $2,329,000 | +26.1% | 9,882 | +37.4% | 0.76% | -7.5% |
| ULTA | Buy | ULTA BEAUTY INC | $2,322,000 | +82.3% | 11,365 | +99.6% | 0.75% | +33.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,315,000 | +18.9% | 2,232 | +20.8% | 0.75% | -12.7% |
| DIVY | Buy | REALITY SHS ETF TRdivs etf | $2,280,000 | +377.0% | 83,468 | +355.3% | 0.74% | +250.7% |
| PLCE | Buy | CHILDRENS PL INC | $2,182,000 | +22.2% | 16,134 | +31.4% | 0.71% | -10.4% |
| MSCI | Buy | MSCI INC | $2,175,000 | +34.8% | 14,551 | +14.2% | 0.71% | -1.1% |
| AER | Buy | AERCAP HOLDINGS NV | $2,122,000 | +30.4% | 41,843 | +35.3% | 0.69% | -4.3% |
| CB | Buy | CHUBB LIMITED | $2,101,000 | +29.3% | 15,360 | +38.1% | 0.68% | -5.1% |
| NTES | Buy | NETEASE INCsponsored adr | $2,069,000 | +8.2% | 7,379 | +33.2% | 0.67% | -20.6% |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $1,897,000 | +328.2% | 27,129 | +332.5% | 0.62% | +214.3% |
| SPMB | Buy | SPDR SERIES TRUSTblombrg brc mrtg | $1,877,000 | +302.8% | 73,189 | +309.0% | 0.61% | +195.6% |
| IQV | Buy | IQVIA HLDGS INC | $1,850,000 | +43.3% | 18,856 | +43.0% | 0.60% | +5.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,833,000 | +764.6% | 8,877 | +772.0% | 0.60% | +533.0% |
| SPTL | New | SPDR SERIES TRUSTportfolio ln tsr | $1,807,000 | – | 51,483 | +100.0% | 0.59% | – |
| NBL | Buy | NOBLE ENERGY INC | $1,795,000 | +84.9% | 59,238 | +77.7% | 0.58% | +35.6% |
| EA | Buy | ELECTRONIC ARTS INC | $1,791,000 | +109.2% | 14,776 | +81.4% | 0.58% | +53.6% |
| PGX | Buy | POWERSHARES ETF TR IIpfd portfolio | $1,793,000 | +805.6% | 122,809 | +823.6% | 0.58% | +561.4% |
| C | Buy | CITIGROUP INC | $1,630,000 | +36.7% | 24,152 | +50.7% | 0.53% | +0.4% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $1,584,000 | +597.8% | 169,052 | +704.4% | 0.51% | +414.0% |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $1,496,000 | – | 5 | +100.0% | 0.49% | – |
| FFC | Buy | FLAHERTY&CRMN PFD SEC INCOM | $1,387,000 | +83.0% | 73,010 | +97.1% | 0.45% | +34.3% |
| FRN | Buy | CLAYMORE EXCHANGE TRD FD TRgugg frntr mkt | $1,245,000 | +384.4% | 76,142 | +340.4% | 0.40% | +254.4% |
| VLO | Buy | VALERO ENERGY CORP NEW | $1,154,000 | +68.0% | 12,437 | +66.3% | 0.38% | +23.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,090,000 | +113.3% | 8,029 | +115.7% | 0.35% | +56.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,074,000 | +119.6% | 4,080 | +122.6% | 0.35% | +61.6% |
| ALL | Buy | ALLSTATE CORP | $1,047,000 | +66.7% | 11,041 | +84.2% | 0.34% | +22.3% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,037,000 | +72.5% | 7,467 | +68.6% | 0.34% | +26.7% |
| HYXU | Buy | ISHARES INCintl high yield | $990,000 | +117.6% | 17,838 | +113.3% | 0.32% | +59.7% |
| DVY | Buy | ISHARES TRselect divid etf | $977,000 | +149.9% | 10,271 | +158.7% | 0.32% | +83.2% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $973,000 | +209.9% | 10,664 | +220.4% | 0.32% | +127.3% |
| TGT | Buy | TARGET CORP | $961,000 | +62.6% | 13,842 | +52.9% | 0.31% | +19.5% |
| SPGI | Buy | S&P GLOBAL INC | $944,000 | +78.1% | 4,940 | +57.9% | 0.31% | +31.2% |
| TWX | Buy | TIME WARNER INC | $946,000 | +95.9% | 10,001 | +89.3% | 0.31% | +43.5% |
| DTN | Buy | WISDOMTREE TRus divid ex fncl | $937,000 | +217.6% | 11,085 | +231.8% | 0.30% | +132.1% |
| GILD | Buy | GILEAD SCIENCES INC | $860,000 | +88.6% | 11,401 | +79.1% | 0.28% | +38.1% |
| DFS | Buy | DISCOVER FINL SVCS | $817,000 | +64.1% | 11,357 | +75.4% | 0.26% | +20.5% |
| ABBV | Buy | ABBVIE INC | $795,000 | +44.3% | 8,395 | +47.2% | 0.26% | +5.7% |
| STT | Buy | STATE STR CORP | $777,000 | +79.9% | 7,792 | +76.2% | 0.25% | +31.9% |
| MDT | Buy | MEDTRONIC PLC | $758,000 | +75.9% | 9,448 | +77.1% | 0.25% | +28.8% |
| DAL | Buy | DELTA AIR LINES INC DEL | $710,000 | +76.6% | 12,950 | +80.3% | 0.23% | +29.8% |
| DIS | Buy | DISNEY WALT CO | $683,000 | +27.0% | 6,802 | +35.8% | 0.22% | -6.7% |
| T | Buy | AT&T INC | $640,000 | +27.0% | 17,946 | +38.5% | 0.21% | -6.7% |
| PSX | Buy | PHILLIPS 66 | $625,000 | +74.1% | 6,511 | +83.5% | 0.20% | +27.7% |
| ABT | Buy | ABBOTT LABS | $610,000 | +57.2% | 10,172 | +49.7% | 0.20% | +15.1% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $590,000 | +62.5% | 4,693 | +64.8% | 0.19% | +19.3% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $561,000 | +95.5% | 12,940 | +80.4% | 0.18% | +43.3% |
| GLW | Buy | CORNING INC | $536,000 | +57.2% | 19,231 | +80.3% | 0.17% | +15.2% |
| PYPL | New | PAYPAL HLDGS INC | $381,000 | – | 5,019 | +100.0% | 0.12% | – |
| BKNG | New | BOOKING HLDGS INC | $347,000 | – | 167 | +100.0% | 0.11% | – |
| KO | Buy | COCA COLA CO | $327,000 | +46.0% | 7,520 | +53.8% | 0.11% | +7.1% |
| LUV | New | SOUTHWEST AIRLS CO | $227,000 | – | 3,956 | +100.0% | 0.07% | – |
| MMM | Buy | 3M CO | $223,000 | +10.9% | 1,017 | +18.9% | 0.07% | -19.1% |
| FFIV | New | F5 NETWORKS INC | $217,000 | – | 1,503 | +100.0% | 0.07% | – |
| SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $211,000 | – | 2,520 | +100.0% | 0.07% | – |
| VIRT | New | VIRTU FINL INCcl a | $206,000 | – | 6,247 | +100.0% | 0.07% | – |
| BIIB | New | BIOGEN INC | $206,000 | – | 751 | +100.0% | 0.07% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $191,000 | – | 1,714 | +100.0% | 0.06% | – |
| DON | New | WISDOMTREE TRus midcap divid | $188,000 | – | 5,500 | +100.0% | 0.06% | – |
| UAVS | New | AGEAGLE AERIAL SYS INC NEW | $175,000 | – | 40,395 | +100.0% | 0.06% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $159,000 | – | 2,423 | +100.0% | 0.05% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $151,000 | – | 1,491 | +100.0% | 0.05% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $147,000 | – | 1,808 | +100.0% | 0.05% | – |
| FAST | New | FASTENAL CO | $143,000 | – | 2,622 | +100.0% | 0.05% | – |
| BA | New | BOEING CO | $126,000 | – | 383 | +100.0% | 0.04% | – |
| ROST | New | ROSS STORES INC | $112,000 | – | 1,430 | +100.0% | 0.04% | – |
| HD | New | HOME DEPOT INC | $101,000 | – | 565 | +100.0% | 0.03% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $94,000 | – | 2,003 | +100.0% | 0.03% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $90,000 | – | 642 | +100.0% | 0.03% | – |
| SBUX | New | STARBUCKS CORP | $87,000 | – | 1,510 | +100.0% | 0.03% | – |
| AMZN | New | AMAZON COM INC | $87,000 | – | 60 | +100.0% | 0.03% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $85,000 | – | 3,100 | +100.0% | 0.03% | – |
| JPM | New | JPMORGAN CHASE & CO | $78,000 | – | 710 | +100.0% | 0.02% | – |
| F | New | FORD MTR CO DEL | $73,000 | – | 6,600 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC | $70,000 | – | 1,965 | +100.0% | 0.02% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $72,000 | – | 70 | +100.0% | 0.02% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $68,000 | – | 1,400 | +100.0% | 0.02% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $68,000 | – | 1,416 | +100.0% | 0.02% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $64,000 | – | 418 | +100.0% | 0.02% | – |
| GE | New | GENERAL ELECTRIC CO | $59,000 | – | 4,380 | +100.0% | 0.02% | – |
| WFC | New | WELLS FARGO CO NEW | $59,000 | – | 1,132 | +100.0% | 0.02% | – |
| MCD | New | MCDONALDS CORP | $56,000 | – | 357 | +100.0% | 0.02% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $52,000 | – | 275 | +100.0% | 0.02% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $49,000 | – | 228 | +100.0% | 0.02% | – |
| CAT | New | CATERPILLAR INC DEL | $50,000 | – | 337 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $46,000 | – | 680 | +100.0% | 0.02% | – |
| SO | New | SOUTHERN CO | $46,000 | – | 1,025 | +100.0% | 0.02% | – |
| CLNC | New | COLONY NORTHSTAR CR REAL EST | $41,000 | – | 2,146 | +100.0% | 0.01% | – |
| GSBD | New | GOLDMAN SACHS BDC INC | $38,000 | – | 2,000 | +100.0% | 0.01% | – |
| SLB | New | SCHLUMBERGER LTD | $38,000 | – | 582 | +100.0% | 0.01% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $33,000 | – | 750 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA ENERGY | $35,000 | – | 312 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $35,000 | – | 560 | +100.0% | 0.01% | – |
| MRK | New | MERCK & CO INC | $31,000 | – | 568 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $30,000 | – | 287 | +100.0% | 0.01% | – |
| BCE | New | BCE INC | $30,000 | – | 686 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR INC | $31,000 | – | 453 | +100.0% | 0.01% | – |
| O | New | REALTY INCOME CORP | $29,000 | – | 562 | +100.0% | 0.01% | – |
| ETN | New | EATON CORP PLC | $29,000 | – | 366 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP NEW | $29,000 | – | 372 | +100.0% | 0.01% | – |
| APTS | New | PREFERRED APT CMNTYS INC | $26,000 | – | 1,800 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $24,000 | – | 245 | +100.0% | 0.01% | – |
| CSCO | New | CISCO SYS INC | $25,000 | – | 588 | +100.0% | 0.01% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $26,000 | – | 675 | +100.0% | 0.01% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $22,000 | – | 270 | +100.0% | 0.01% | – |
| COP | New | CONOCOPHILLIPS | $21,000 | – | 351 | +100.0% | 0.01% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $21,000 | – | 136 | +100.0% | 0.01% | – |
| WELL | New | WELLTOWER INC | $18,000 | – | 323 | +100.0% | 0.01% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $20,000 | – | 179 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP | $17,000 | – | 330 | +100.0% | 0.01% | – |
| WMT | New | WALMART INC | $17,000 | – | 190 | +100.0% | 0.01% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $20,000 | – | 124 | +100.0% | 0.01% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $15,000 | – | 236 | +100.0% | 0.01% | – |
| GNL | New | GLOBAL NET LEASE INC | $14,000 | – | 833 | +100.0% | 0.01% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $14,000 | – | 303 | +100.0% | 0.01% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $16,000 | – | 100 | +100.0% | 0.01% | – |
| PEP | New | PEPSICO INC | $15,000 | – | 136 | +100.0% | 0.01% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $13,000 | – | 500 | +100.0% | 0.00% | – |
| D | New | DOMINION ENERGY INC | $12,000 | – | 176 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $12,000 | – | 79 | +100.0% | 0.00% | – |
| BMO | New | BANK MONTREAL QUE | $13,000 | – | 177 | +100.0% | 0.00% | – |
| COL | New | ROCKWELL COLLINS INC | $9,000 | – | 67 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $6,000 | – | 36 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $5,000 | – | 100 | +100.0% | 0.00% | – |
| VER | New | VEREIT INC | $7,000 | – | 1,075 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $5,000 | – | 103 | +100.0% | 0.00% | – |
| GLD | New | SPDR GOLD TRUST | $3,000 | – | 25 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 12 | Q3 2020 | 7.3% |
| APPLE INC | 12 | Q3 2020 | 6.5% |
| MICROSOFT CORP | 12 | Q3 2020 | 5.7% |
| BROADRIDGE FINL SOLUTIONS IN | 12 | Q3 2020 | 5.1% |
| HERSHEY CO | 12 | Q3 2020 | 5.5% |
| KIMBERLY CLARK CORP | 12 | Q3 2020 | 4.3% |
| AUTOMATIC DATA PROCESSING IN | 12 | Q3 2020 | 4.5% |
| CLOROX CO DEL | 12 | Q3 2020 | 3.1% |
| MCCORMICK & CO INC | 12 | Q3 2020 | 2.7% |
| MOLSON COORS BREWING CO | 12 | Q3 2020 | 3.9% |
View Lucia Wealth Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-07-29 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-01-22 |
| 13F-HR | 2019-10-09 |
| 13F-HR | 2019-07-23 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-09 |
View Lucia Wealth Services, 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.