$71.6 Million is the total value of Dougherty Wealth Advisers LLC's 137 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 8.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $13,259,000 | +13.9% | 41,319 | +3.0% | 18.52% | +6.9% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $9,283,000 | +12.1% | 86,769 | +3.1% | 12.97% | +5.3% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $8,458,000 | +11.2% | 56,266 | +3.2% | 11.82% | +4.4% |
| VIOG | Buy | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $5,120,000 | +9.5% | 21,410 | +2.8% | 7.15% | +2.8% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $4,237,000 | +0.6% | 85,664 | +1.7% | 5.92% | -5.5% |
| IJR | ISHARES S&P SMALL-CAP FUNDetf | $2,691,000 | +4.9% | 23,502 | 0.0% | 3.76% | -1.5% | |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $2,495,000 | +2.8% | 35,172 | +2.9% | 3.49% | -3.4% |
| AAPL | Buy | APPLE INC COMstock | $2,383,000 | +25.6% | 13,422 | +0.1% | 3.33% | +17.9% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $2,168,000 | +19.8% | 18,692 | +5.2% | 3.03% | +12.5% |
| MSFT | MICROSOFT CORP COMstock | $1,484,000 | +19.3% | 4,412 | 0.0% | 2.07% | +12.0% | |
| QQQ | Sell | INVESCO QQQ TRUSTetf | $1,103,000 | -65.3% | 2,773 | -68.8% | 1.54% | -67.5% |
| GOOGL | ALPHABET INC CAP STK CL Astock | $829,000 | +8.4% | 286 | 0.0% | 1.16% | +1.8% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $828,000 | +8.7% | 286 | 0.0% | 1.16% | +2.0% | |
| UNP | UNION PAC CORP COMstock | $746,000 | +28.4% | 2,962 | 0.0% | 1.04% | +20.5% | |
| FB | META PLATFORMS INC CL Astock | $637,000 | -0.9% | 1,894 | 0.0% | 0.89% | -7.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $636,000 | +14.0% | 3,111 | 0.0% | 0.89% | +7.1% | |
| JPM | JPMORGAN CHASE & CO COMstock | $582,000 | -3.2% | 3,674 | 0.0% | 0.81% | -9.1% | |
| V | VISA INC COM CL Astock | $524,000 | -2.6% | 2,416 | 0.0% | 0.73% | -8.6% | |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $454,000 | +12.1% | 5,882 | 0.0% | 0.63% | +5.1% | |
| CRM | SALESFORCE COM INC COMstock | $447,000 | -6.3% | 1,760 | 0.0% | 0.62% | -12.0% | |
| BWB | BRIDGEWATER BANCSHARES INC COM ACCD INVstock | $442,000 | +0.9% | 25,000 | 0.0% | 0.62% | -5.2% | |
| AMZN | AMAZON COM INC COMstock | $423,000 | +1.4% | 127 | 0.0% | 0.59% | -4.7% | |
| DHR | DANAHER CORPORATION COMstock | $408,000 | +7.9% | 1,240 | 0.0% | 0.57% | +1.4% | |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $379,000 | +7.7% | 1,569 | -1.0% | 0.53% | +1.1% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $378,000 | +8.3% | 3,086 | 0.0% | 0.53% | +1.7% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $342,000 | +8.2% | 3,229 | 0.0% | 0.48% | +1.7% | |
| SBUX | STARBUCKS CORP COMstock | $331,000 | +6.1% | 2,831 | 0.0% | 0.46% | -0.4% | |
| NEE | NEXTERA ENERGY INC COMstock | $315,000 | +18.9% | 3,376 | 0.0% | 0.44% | +11.7% | |
| IVV | ISHARES CORE S&P 500 ETFetf | $291,000 | +10.6% | 611 | 0.0% | 0.41% | +4.1% | |
| UNH | UNITEDHEALTH GROUP INC COMstock | $287,000 | +28.7% | 571 | 0.0% | 0.40% | +20.8% | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $273,000 | +29.4% | 658 | 0.0% | 0.38% | +21.3% | |
| BLK | BLACKROCK INC COMstock | $255,000 | +9.0% | 279 | 0.0% | 0.36% | +2.3% | |
| LOW | LOWES COS INC COMstock | $250,000 | +27.6% | 966 | 0.0% | 0.35% | +19.5% | |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $246,000 | -6.1% | 1,440 | -11.3% | 0.34% | -11.8% |
| PNC | PNC FINL SVCS GROUP INC COMstock | $234,000 | +2.2% | 1,168 | 0.0% | 0.33% | -4.1% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $224,000 | +7.2% | 579 | 0.0% | 0.31% | +0.6% | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $219,000 | +0.5% | 3,451 | 0.0% | 0.31% | -5.6% | |
| ANSS | ANSYS INC COMstock | $212,000 | +17.8% | 529 | 0.0% | 0.30% | +10.4% | |
| AON | AON PLC SHS CL Astock | $198,000 | +5.3% | 659 | 0.0% | 0.28% | -1.1% | |
| ABBV | ABBVIE INC COMstock | $194,000 | +26.0% | 1,430 | 0.0% | 0.27% | +18.3% | |
| SPY | Sell | SPDR S&P 500 ETFetf | $189,000 | +2.2% | 398 | -7.4% | 0.26% | -4.0% |
| AMP | AMERIPRISE FINL INC COMstock | $182,000 | +14.5% | 603 | 0.0% | 0.25% | +7.2% | |
| MMC | MARSH & MCLENNAN COS INC COMstock | $171,000 | +14.8% | 986 | 0.0% | 0.24% | +7.7% | |
| SHW | SHERWIN WILLIAMS CO COMstock | $169,000 | +26.1% | 480 | 0.0% | 0.24% | +18.6% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $167,000 | +16.0% | 236 | 0.0% | 0.23% | +8.9% | |
| LMT | LOCKHEED MARTIN CORP COMstock | $164,000 | +3.1% | 462 | 0.0% | 0.23% | -3.4% | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $161,000 | +17.5% | 415 | 0.0% | 0.22% | +10.3% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $154,000 | +7.7% | 1,282 | 0.0% | 0.22% | +0.9% | |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $150,000 | +11.1% | 921 | +2.3% | 0.21% | +4.5% |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $150,000 | +7.1% | 2,942 | 0.0% | 0.21% | +1.0% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $150,000 | +16.3% | 659 | 0.0% | 0.21% | +9.4% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $146,000 | +0.7% | 61 | 0.0% | 0.20% | -5.6% | |
| FICO | FAIR ISAAC CORP COMstock | $141,000 | +9.3% | 324 | 0.0% | 0.20% | +2.6% | |
| INTC | INTEL CORP COMstock | $137,000 | -3.5% | 2,660 | 0.0% | 0.19% | -9.5% | |
| CSCO | CISCO SYS INC COMstock | $136,000 | +16.2% | 2,154 | 0.0% | 0.19% | +9.2% | |
| BAC | BK OF AMERICA CORP COMstock | $136,000 | +4.6% | 3,055 | 0.0% | 0.19% | -1.6% | |
| TECH | BIO-TECHNE CORP COMstock | $134,000 | +6.3% | 259 | 0.0% | 0.19% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $133,000 | +17.7% | 657 | 0.0% | 0.19% | +10.7% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $132,000 | +10.9% | 450 | 0.0% | 0.18% | +4.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $129,000 | -6.5% | 801 | 0.0% | 0.18% | -12.2% | |
| HON | HONEYWELL INTL INC COMstock | $128,000 | -2.3% | 615 | 0.0% | 0.18% | -8.2% | |
| ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $128,000 | +6.7% | 161 | 0.0% | 0.18% | 0.0% | |
| IDXX | IDEXX LABS INC COMstock | $125,000 | +5.9% | 190 | 0.0% | 0.18% | -0.6% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $124,000 | +17.0% | 456 | 0.0% | 0.17% | +9.5% | |
| CPRT | COPART INC COMstock | $114,000 | +9.6% | 752 | 0.0% | 0.16% | +2.6% | |
| MDT | MEDTRONIC PLC SHSstock | $114,000 | -17.4% | 1,100 | 0.0% | 0.16% | -22.4% | |
| ILMN | ILLUMINA INC COMstock | $113,000 | -5.8% | 297 | 0.0% | 0.16% | -11.7% | |
| FIS | FIDELITY NATL INFORMATION SVCS COMstock | $113,000 | -10.3% | 1,039 | 0.0% | 0.16% | -15.5% | |
| IEX | IDEX CORP COMstock | $112,000 | +14.3% | 473 | 0.0% | 0.16% | +6.8% | |
| VTV | VANGUARD VALUE INDEX FUNDetf | $109,000 | +9.0% | 740 | 0.0% | 0.15% | +2.0% | |
| FDX | FEDEX CORP COMstock | $105,000 | +18.0% | 407 | 0.0% | 0.15% | +11.4% | |
| BIIB | BIOGEN INC COMstock | $103,000 | -14.9% | 428 | 0.0% | 0.14% | -20.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $100,000 | -2.9% | 1,722 | 0.0% | 0.14% | -8.5% | |
| BA | BOEING CO COMstock | $100,000 | -9.1% | 499 | 0.0% | 0.14% | -14.6% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $98,000 | +3.2% | 628 | 0.0% | 0.14% | -2.8% | |
| PKG | PACKAGING CORP AMER COMstock | $95,000 | -1.0% | 696 | 0.0% | 0.13% | -7.0% | |
| ALL | ALLSTATE CORP COMstock | $95,000 | -7.8% | 807 | 0.0% | 0.13% | -13.1% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $93,000 | +6.9% | 350 | 0.0% | 0.13% | +0.8% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $92,000 | +22.7% | 374 | 0.0% | 0.13% | +15.2% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $87,000 | +16.0% | 500 | 0.0% | 0.12% | +8.9% | |
| CDW | CDW CORP COMstock | $84,000 | +12.0% | 410 | 0.0% | 0.12% | +4.5% | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $83,000 | +23.9% | 49 | 0.0% | 0.12% | +16.0% | |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $82,000 | +20.6% | 394 | 0.0% | 0.12% | +13.9% | |
| ECL | ECOLAB INC COMstock | $79,000 | +12.9% | 337 | 0.0% | 0.11% | +5.8% | |
| LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $75,000 | +8.7% | 1,471 | 0.0% | 0.10% | +1.9% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $74,000 | +10.4% | 403 | 0.0% | 0.10% | +3.0% | |
| GGG | GRACO INC COMstock | $71,000 | +16.4% | 877 | 0.0% | 0.10% | +8.8% | |
| FAF | FIRST AMERN FINL CORP COMstock | $70,000 | +16.7% | 894 | 0.0% | 0.10% | +10.1% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $69,000 | +7.8% | 250 | 0.0% | 0.10% | +1.1% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $59,000 | -3.3% | 1,201 | 0.0% | 0.08% | -9.9% | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $59,000 | -4.8% | 367 | 0.0% | 0.08% | -10.9% | |
| LSTR | LANDSTAR SYS INC COMstock | $58,000 | +13.7% | 321 | 0.0% | 0.08% | +6.6% | |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $57,000 | -6.6% | 1,189 | -9.4% | 0.08% | -12.1% |
| GLW | CORNING INC COMstock | $54,000 | +1.9% | 1,444 | 0.0% | 0.08% | -5.1% | |
| ATR | APTARGROUP INC COMstock | $52,000 | +4.0% | 421 | 0.0% | 0.07% | -1.4% | |
| VO | VANGUARD MID-CAP INDEX FUNDetf | $51,000 | +8.5% | 200 | 0.0% | 0.07% | +1.4% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $50,000 | +2.0% | 223 | 0.0% | 0.07% | -4.1% | |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $50,000 | 0.0% | 518 | 0.0% | 0.07% | -5.4% | |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $49,000 | +113.0% | 622 | +110.8% | 0.07% | +100.0% |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $49,000 | +22.5% | 222 | 0.0% | 0.07% | +13.3% | |
| BLKB | BLACKBAUD INC COMstock | $47,000 | +11.9% | 592 | 0.0% | 0.07% | +6.5% | |
| FTV | FORTIVE CORP COMstock | $47,000 | +6.8% | 618 | 0.0% | 0.07% | +1.5% | |
| TGT | TARGET CORP COMstock | $46,000 | 0.0% | 200 | 0.0% | 0.06% | -5.9% | |
| FWONK | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $46,000 | +21.1% | 735 | 0.0% | 0.06% | +12.3% | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $43,000 | +13.2% | 250 | 0.0% | 0.06% | +5.3% | |
| SYNH | SYNEOS HEALTH INC CL Astock | $41,000 | +17.1% | 400 | 0.0% | 0.06% | +9.6% | |
| DIS | DISNEY WALT CO COMstock | $39,000 | -9.3% | 252 | 0.0% | 0.05% | -15.6% | |
| MRK | MERCK & CO INC COMstock | $38,000 | 0.0% | 500 | 0.0% | 0.05% | -7.0% | |
| MKL | MARKEL CORP COMstock | $38,000 | +2.7% | 31 | 0.0% | 0.05% | -3.6% | |
| SPEU | SPDR PORTFOLIO EUROPE ETFetf | $36,000 | +5.9% | 840 | 0.0% | 0.05% | -2.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $35,000 | -2.8% | 162 | 0.0% | 0.05% | -9.3% | |
| WPC | WP CAREY INC COMreit | $33,000 | +13.8% | 400 | 0.0% | 0.05% | +7.0% | |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $32,000 | +23.1% | 155 | 0.0% | 0.04% | +15.4% | |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $31,000 | -6.1% | 800 | -8.0% | 0.04% | -12.2% |
| WEX | WEX INC COMstock | $30,000 | -21.1% | 214 | 0.0% | 0.04% | -26.3% | |
| COST | COSTCO WHSL CORP NEW COMstock | $30,000 | +30.4% | 52 | 0.0% | 0.04% | +23.5% | |
| DSI | Sell | ISHARES MSCI KLD 400 SOCIAL ETFetf | $25,000 | 0.0% | 274 | -9.0% | 0.04% | -5.4% |
| KO | COCA COLA CO COMstock | $24,000 | +14.3% | 400 | 0.0% | 0.03% | +9.7% | |
| GLD | SPDR GOLD SHARESetf | $23,000 | +4.5% | 135 | 0.0% | 0.03% | -3.0% | |
| FWONA | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $22,000 | +29.4% | 367 | 0.0% | 0.03% | +24.0% | |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETFetf | $22,000 | +10.0% | 381 | 0.0% | 0.03% | +3.3% | |
| CRBN | ISHARES MSCI ACWI LOW CARBON TARGET ETFetf | $18,000 | +5.9% | 105 | 0.0% | 0.02% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $18,000 | -18.2% | 151 | 0.0% | 0.02% | -24.2% | |
| XOM | EXXON MOBIL CORP COMstock | $17,000 | +6.2% | 270 | 0.0% | 0.02% | 0.0% | |
| DFE | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $13,000 | 0.0% | 181 | 0.0% | 0.02% | -5.3% | |
| IXN | ISHARES GLOBAL TECH ETFetf | $13,000 | +8.3% | 204 | 0.0% | 0.02% | 0.0% | |
| KMI | KINDER MORGAN INC DEL COMstock | $13,000 | 0.0% | 800 | 0.0% | 0.02% | -5.3% | |
| VIS | VANGUARD INDUSTRIALS INDEX FUNDetf | $10,000 | +11.1% | 50 | 0.0% | 0.01% | +7.7% | |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $9,000 | -72.7% | 93 | -71.4% | 0.01% | -73.5% | |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $6,000 | +20.0% | 35 | +25.0% | 0.01% | +14.3% |
| OGN | ORGANON & CO COMMON STOCKstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| HD | HOME DEPOT INC COMstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| VZ | VERIZON COMMUNICATIONS INC COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AMCX | AMC NETWORKS INC CL Astock | $1,000 | -50.0% | 36 | 0.0% | 0.00% | -66.7% | |
| CIGI | COLLIERS INTL GROUP INC SUB VTG SHSstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| VXX | Buy | IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETNetf | $1,000 | 0.0% | 35 | +16.7% | 0.00% | 0.0% |
| PHYS | Exit | SPROTT PHYSICAL GOLD TR UNITcef | $0 | – | -30 | -100.0% | 0.00% | – |
| WAB | WABTEC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| SH | Exit | PROSHARES SHORT S&P 500etf | $0 | – | -25 | -100.0% | 0.00% | – |
| PG | Exit | PROCTER AND GAMBLE CO COMstock | $0 | – | -8 | -100.0% | -0.00% | – |
| XLE | Exit | ENERGY SELECT SECTOR SPDR FUNDetf | $0 | – | -20 | -100.0% | -0.00% | – |
| VOX | Exit | VANGUARD COMMUNICATION SERVICES ETFetf | $0 | – | -13 | -100.0% | -0.00% | – |
| SQ | Exit | SQUARE INC CL Astock | $0 | – | -8 | -100.0% | -0.00% | – |
| VCR | Exit | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $0 | – | -7 | -100.0% | -0.00% | – |
| XLV | Exit | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $0 | – | -24 | -100.0% | -0.00% | – |
| DBEF | Exit | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $0 | – | -175 | -100.0% | -0.01% | – |
| SPLV | Exit | INVESCO S&P 500 LOW VOLATILITY ETFetf | $0 | – | -211 | -100.0% | -0.02% | – |
| VGT | Exit | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $0 | – | -37 | -100.0% | -0.02% | – |
| SCZ | Exit | ISHARES MSCI EAFE SMALL-CAP ETFetf | $0 | – | -235 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | 20 | Q3 2023 | 31.1% |
| VANGUARD MID-CAP VALUE INDEX FUND | 20 | Q3 2023 | 14.3% |
| VANGUARD FTSE EMERGING MARKETS ETF | 20 | Q3 2023 | 6.8% |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 20 | Q3 2023 | 7.9% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 20 | Q3 2023 | 13.7% |
| ISHARES S&P SMALL-CAP FUND | 20 | Q3 2023 | 6.2% |
| APPLE INC COM | 20 | Q3 2023 | 6.6% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 20 | Q3 2023 | 3.9% |
| VANGUARD REAL ESTATE ETF | 20 | Q3 2023 | 3.3% |
| MICROSOFT CORP COM | 20 | Q3 2023 | 3.3% |
View Dougherty Wealth Advisers LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-11-02 |
View Dougherty Wealth Advisers 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.