$275 Million is the total value of XML Financial, LLC's 193 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWR | New | ISHARES TRrus mid cap etf | $19,196,000 | – | 321,957 | +100.0% | 6.98% | – |
| IWB | New | ISHARES TRrus 1000 etf | $16,113,000 | – | 90,515 | +100.0% | 5.86% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $11,010,000 | – | 118,504 | +100.0% | 4.00% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $9,066,000 | – | 150,802 | +100.0% | 3.30% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $8,861,000 | – | 105,651 | +100.0% | 3.22% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $7,194,000 | – | 85,791 | +100.0% | 2.61% | – |
| CWB | New | SPDR SERIES TRUSTblmbrg brc cnvrt | $7,067,000 | – | 127,342 | +100.0% | 2.57% | – |
| GSLC | New | GOLDMAN SACHS ETF TRequity etf | $6,238,000 | – | 96,450 | +100.0% | 2.27% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $6,111,000 | – | 44,778 | +100.0% | 2.22% | – |
| LVHD | New | LEGG MASON ETF INVESTMENT TRl vol h div etf | $6,061,000 | – | 177,946 | +100.0% | 2.20% | – |
| DOO | New | WISDOMTREE TRintl div ex finl | $5,866,000 | – | 137,634 | +100.0% | 2.13% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $5,729,000 | – | 32,567 | +100.0% | 2.08% | – |
| AAPL | New | APPLE INC | $5,667,000 | – | 19,298 | +100.0% | 2.06% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $5,438,000 | – | 57,386 | +100.0% | 1.98% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $5,321,000 | – | 32,118 | +100.0% | 1.93% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $4,879,000 | – | 94,627 | +100.0% | 1.77% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $4,703,000 | – | 50,190 | +100.0% | 1.71% | – |
| BP | New | BP PLCsponsored adr | $4,433,000 | – | 117,464 | +100.0% | 1.61% | – |
| GLD | New | SPDR GOLD TRUST | $4,174,000 | – | 29,207 | +100.0% | 1.52% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $4,171,000 | – | 26,268 | +100.0% | 1.52% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $4,153,000 | – | 12,849 | +100.0% | 1.51% | – |
| EFA | New | ISHARES TRmsci eafe etf | $3,835,000 | – | 55,233 | +100.0% | 1.39% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $3,074,000 | – | 20,149 | +100.0% | 1.12% | – |
| ARKK | New | ARK ETF TRinnovation etf | $2,842,000 | – | 56,777 | +100.0% | 1.03% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $2,841,000 | – | 14,673 | +100.0% | 1.03% | – |
| FOCS | New | FOCUS FINL PARTNERS INC | $2,548,000 | – | 86,473 | +100.0% | 0.93% | – |
| BXMX | New | NUVEEN S&P 500 BUY-WRITE INC | $2,542,000 | – | 184,871 | +100.0% | 0.92% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $2,543,000 | – | 56,514 | +100.0% | 0.92% | – |
| IYF | New | ISHARES TRu.s. finls etf | $2,474,000 | – | 17,959 | +100.0% | 0.90% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $2,232,000 | – | 43,562 | +100.0% | 0.81% | – |
| TIP | New | ISHARES TRtips bd etf | $2,105,000 | – | 17,430 | +100.0% | 0.76% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,055,000 | – | 14,089 | +100.0% | 0.75% | – |
| NIE | New | ALLIANZGI EQUITY & CONV INCO | $1,987,000 | – | 87,686 | +100.0% | 0.72% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $1,975,000 | – | 9,220 | +100.0% | 0.72% | – |
| XOM | New | EXXON MOBIL CORP | $1,908,000 | – | 27,341 | +100.0% | 0.69% | – |
| MSFT | New | MICROSOFT CORP | $1,818,000 | – | 11,527 | +100.0% | 0.66% | – |
| JPM | New | JPMORGAN CHASE & CO | $1,819,000 | – | 13,048 | +100.0% | 0.66% | – |
| MUB | New | ISHARES TRnational mun etf | $1,820,000 | – | 15,978 | +100.0% | 0.66% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,770,000 | – | 5,498 | +100.0% | 0.64% | – |
| PFF | New | ISHARES TRpfd and incm sec | $1,710,000 | – | 45,512 | +100.0% | 0.62% | – |
| SDIV | New | GLOBAL X FDSglb x superdiv | $1,676,000 | – | 94,730 | +100.0% | 0.61% | – |
| DON | New | WISDOMTREE TRus midcap divid | $1,667,000 | – | 43,815 | +100.0% | 0.61% | – |
| T | New | AT&T INC | $1,619,000 | – | 41,415 | +100.0% | 0.59% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,529,000 | – | 6,749 | +100.0% | 0.56% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $1,510,000 | – | 13,178 | +100.0% | 0.55% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,492,000 | – | 11,767 | +100.0% | 0.54% | – |
| PM | New | PHILIP MORRIS INTL INC | $1,473,000 | – | 17,308 | +100.0% | 0.54% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,445,000 | – | 23,530 | +100.0% | 0.52% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $1,403,000 | – | 48,908 | +100.0% | 0.51% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $1,384,000 | – | 34,720 | +100.0% | 0.50% | – |
| EMR | New | EMERSON ELEC CO | $1,326,000 | – | 17,392 | +100.0% | 0.48% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $1,258,000 | – | 14,278 | +100.0% | 0.46% | – |
| INTC | New | INTEL CORP | $1,247,000 | – | 20,822 | +100.0% | 0.45% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $1,228,000 | – | 13,391 | +100.0% | 0.45% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $1,188,000 | – | 9,240 | +100.0% | 0.43% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,190,000 | – | 5,783 | +100.0% | 0.43% | – |
| D | New | DOMINION ENERGY INC | $1,183,000 | – | 14,284 | +100.0% | 0.43% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,168,000 | – | 3,112 | +100.0% | 0.42% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,164,000 | – | 2,989 | +100.0% | 0.42% | – |
| CSCO | New | CISCO SYS INC | $1,126,000 | – | 23,480 | +100.0% | 0.41% | – |
| PG | New | PROCTER & GAMBLE CO | $1,126,000 | – | 9,013 | +100.0% | 0.41% | – |
| RGEN | New | REPLIGEN CORP | $1,095,000 | – | 64,741 | +100.0% | 0.40% | – |
| MRK | New | MERCK & CO INC | $1,046,000 | – | 11,496 | +100.0% | 0.38% | – |
| AMZN | New | AMAZON COM INC | $1,044,000 | – | 565 | +100.0% | 0.38% | – |
| DVY | New | ISHARES TRselect divid etf | $1,042,000 | – | 9,862 | +100.0% | 0.38% | – |
| PFE | New | PFIZER INC | $1,025,000 | – | 26,174 | +100.0% | 0.37% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,007,000 | – | 8,706 | +100.0% | 0.37% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $946,000 | – | 3,259 | +100.0% | 0.34% | – |
| PFXF | New | VANECK VECTORS ETF TRUSTpfd secs ex finl | $933,000 | – | 46,137 | +100.0% | 0.34% | – |
| ORCL | New | ORACLE CORP | $919,000 | – | 17,339 | +100.0% | 0.33% | – |
| EGBN | New | EAGLE BANCORP INC MD | $915,000 | – | 18,814 | +100.0% | 0.33% | – |
| MO | New | ALTRIA GROUP INC | $822,000 | – | 16,473 | +100.0% | 0.30% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $805,000 | – | 5,316 | +100.0% | 0.29% | – |
| PEP | New | PEPSICO INC | $780,000 | – | 5,708 | +100.0% | 0.28% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $769,000 | – | 4,078 | +100.0% | 0.28% | – |
| QUAL | New | ISHARES TRusa quality fctr | $769,000 | – | 7,614 | +100.0% | 0.28% | – |
| CAT | New | CATERPILLAR INC DEL | $712,000 | – | 4,820 | +100.0% | 0.26% | – |
| RNP | New | COHEN & STEERS REIT & PFD &I | $708,000 | – | 29,746 | +100.0% | 0.26% | – |
| MCD | New | MCDONALDS CORP | $704,000 | – | 3,561 | +100.0% | 0.26% | – |
| V | New | VISA INC | $690,000 | – | 3,673 | +100.0% | 0.25% | – |
| OEF | New | ISHARES TRs&p 100 etf | $677,000 | – | 4,701 | +100.0% | 0.25% | – |
| AGG | New | ISHARES TRcore us aggbd et | $662,000 | – | 5,897 | +100.0% | 0.24% | – |
| DNP | New | DNP SELECT INCOME FD | $646,000 | – | 50,610 | +100.0% | 0.24% | – |
| DIS | New | DISNEY WALT CO | $637,000 | – | 4,402 | +100.0% | 0.23% | – |
| GLAD | New | GLADSTONE CAPITAL CORP | $617,000 | – | 62,103 | +100.0% | 0.22% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $607,000 | – | 3,708 | +100.0% | 0.22% | – |
| BAC | New | BANK AMER CORP | $587,000 | – | 16,655 | +100.0% | 0.21% | – |
| PSK | New | SPDR SERIES TRUSTwells fg pfd etf | $583,000 | – | 11,106 | +100.0% | 0.21% | – |
| SUN | New | SUNOCO LP | $579,000 | – | 18,928 | +100.0% | 0.21% | – |
| SCD | New | LMP CAP & INCOME FD INC | $554,000 | – | 35,639 | +100.0% | 0.20% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $554,000 | – | 8,185 | +100.0% | 0.20% | – |
| ABT | New | ABBOTT LABS | $553,000 | – | 6,370 | +100.0% | 0.20% | – |
| IGE | New | ISHARES TRnorth amern nat | $549,000 | – | 18,256 | +100.0% | 0.20% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $544,000 | – | 406 | +100.0% | 0.20% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $533,000 | – | 2,587 | +100.0% | 0.19% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $522,000 | – | 9,484 | +100.0% | 0.19% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $521,000 | – | 1,602 | +100.0% | 0.19% | – |
| CVX | New | CHEVRON CORP NEW | $516,000 | – | 4,278 | +100.0% | 0.19% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $515,000 | – | 17,309 | +100.0% | 0.19% | – |
| BK | New | BANK NEW YORK MELLON CORP | $477,000 | – | 9,484 | +100.0% | 0.17% | – |
| KO | New | COCA COLA CO | $472,000 | – | 8,527 | +100.0% | 0.17% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $474,000 | – | 8,131 | +100.0% | 0.17% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $470,000 | – | 15,278 | +100.0% | 0.17% | – |
| SBUX | New | STARBUCKS CORP | $453,000 | – | 5,154 | +100.0% | 0.16% | – |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $447,000 | – | 2,129 | +100.0% | 0.16% | – |
| AMGN | New | AMGEN INC | $442,000 | – | 1,832 | +100.0% | 0.16% | – |
| WFC | New | WELLS FARGO CO NEW | $435,000 | – | 8,093 | +100.0% | 0.16% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $428,000 | – | 1,245 | +100.0% | 0.16% | – |
| ACN | New | ACCENTURE PLC IRELAND | $427,000 | – | 2,026 | +100.0% | 0.16% | – |
| MTB | New | M & T BK CORP | $427,000 | – | 2,515 | +100.0% | 0.16% | – |
| RQI | New | COHEN & STEERS QUALITY RLTY | $424,000 | – | 28,468 | +100.0% | 0.15% | – |
| AMAT | New | APPLIED MATLS INC | $422,000 | – | 6,922 | +100.0% | 0.15% | – |
| ABBV | New | ABBVIE INC | $418,000 | – | 4,718 | +100.0% | 0.15% | – |
| USB | New | US BANCORP DEL | $415,000 | – | 7,008 | +100.0% | 0.15% | – |
| KMX | New | CARMAX INC | $415,000 | – | 4,729 | +100.0% | 0.15% | – |
| CRM | New | SALESFORCE COM INC | $401,000 | – | 2,464 | +100.0% | 0.15% | – |
| ADX | New | ADAMS DIVERSIFIED EQUITY FD | $388,000 | – | 24,575 | +100.0% | 0.14% | – |
| VNO | New | VORNADO RLTY TRsh ben int | $378,000 | – | 5,679 | +100.0% | 0.14% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $375,000 | – | 5,160 | +100.0% | 0.14% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $369,000 | – | 276 | +100.0% | 0.13% | – |
| ENB | New | ENBRIDGE INC | $367,000 | – | 9,227 | +100.0% | 0.13% | – |
| TOWN | New | TOWNEBANK PORTSMOUTH VA | $361,000 | – | 12,964 | +100.0% | 0.13% | – |
| CINF | New | CINCINNATI FINL CORP | $359,000 | – | 3,414 | +100.0% | 0.13% | – |
| FB | New | FACEBOOK INCcl a | $356,000 | – | 1,735 | +100.0% | 0.13% | – |
| POCT | New | INNOVATOR ETFS TRs&p 500 pwretf | $352,000 | – | 13,969 | +100.0% | 0.13% | – |
| IEFA | New | ISHARES TRcore msci eafe | $343,000 | – | 5,254 | +100.0% | 0.12% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $341,000 | – | 7,576 | +100.0% | 0.12% | – |
| XT | New | ISHARES TRexponential tech | $340,000 | – | 7,941 | +100.0% | 0.12% | – |
| HD | New | HOME DEPOT INC | $336,000 | – | 1,539 | +100.0% | 0.12% | – |
| HON | New | HONEYWELL INTL INC | $332,000 | – | 1,873 | +100.0% | 0.12% | – |
| FDL | New | FIRST TR MORNINGSTAR DIV LEA | $333,000 | – | 10,229 | +100.0% | 0.12% | – |
| LII | New | LENNOX INTL INC | $323,000 | – | 1,323 | +100.0% | 0.12% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $320,000 | – | 2,385 | +100.0% | 0.12% | – |
| DUK | New | DUKE ENERGY CORP NEW | $319,000 | – | 3,498 | +100.0% | 0.12% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $317,000 | – | 1,631 | +100.0% | 0.12% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $315,000 | – | 840 | +100.0% | 0.11% | – |
| UAA | New | UNDER ARMOUR INCcl a | $310,000 | – | 14,373 | +100.0% | 0.11% | – |
| UA | New | UNDER ARMOUR INCcl c | $294,000 | – | 15,347 | +100.0% | 0.11% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $292,000 | – | 1,376 | +100.0% | 0.11% | – |
| IEMG | New | ISHARES INCcore msci emkt | $291,000 | – | 5,409 | +100.0% | 0.11% | – |
| KHC | New | KRAFT HEINZ CO | $274,000 | – | 8,517 | +100.0% | 0.10% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $273,000 | – | 2,888 | +100.0% | 0.10% | – |
| TFC | New | TRUIST FINL CORP | $273,000 | – | 4,839 | +100.0% | 0.10% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $257,000 | – | 3,548 | +100.0% | 0.09% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $255,000 | – | 1,496 | +100.0% | 0.09% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $254,000 | – | 1,196 | +100.0% | 0.09% | – |
| GE | New | GENERAL ELECTRIC CO | $251,000 | – | 22,471 | +100.0% | 0.09% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $250,000 | – | 3,102 | +100.0% | 0.09% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $245,000 | – | 1,231 | +100.0% | 0.09% | – |
| UWM | New | PROSHARES TR | $244,000 | – | 3,166 | +100.0% | 0.09% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $242,000 | – | 3,848 | +100.0% | 0.09% | – |
| PDEC | New | INNOVATOR ETFS TRs&p 500 pwr bu | $238,000 | – | 8,907 | +100.0% | 0.09% | – |
| ARCC | New | ARES CAP CORP | $237,000 | – | 12,705 | +100.0% | 0.09% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $231,000 | – | 2,166 | +100.0% | 0.08% | – |
| IAE | New | VOYA ASIA PAC DIVID EQUITY I | $228,000 | – | 26,836 | +100.0% | 0.08% | – |
| NEE | New | NEXTERA ENERGY INC | $229,000 | – | 947 | +100.0% | 0.08% | – |
| PTNQ | New | PACER FDS TRtrendp 100 etf | $225,000 | – | 5,581 | +100.0% | 0.08% | – |
| AGN | New | ALLERGAN PLC | $227,000 | – | 1,185 | +100.0% | 0.08% | – |
| PYPL | New | PAYPAL HLDGS INC | $225,000 | – | 2,084 | +100.0% | 0.08% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $217,000 | – | 5,708 | +100.0% | 0.08% | – |
| NPV | New | NUVEEN VIRGINIA QLTY MUNCPL | $217,000 | – | 14,888 | +100.0% | 0.08% | – |
| BA | New | BOEING CO | $213,000 | – | 653 | +100.0% | 0.08% | – |
| PWV | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $212,000 | – | 5,118 | +100.0% | 0.08% | – |
| DHR | New | DANAHER CORPORATION | $210,000 | – | 1,370 | +100.0% | 0.08% | – |
| O | New | REALTY INCOME CORP | $210,000 | – | 2,846 | +100.0% | 0.08% | – |
| BDJ | New | BLACKROCK ENHANCED EQT DIV T | $208,000 | – | 20,945 | +100.0% | 0.08% | – |
| SSO | New | PROSHARES TR | $206,000 | – | 1,364 | +100.0% | 0.08% | – |
| OMC | New | OMNICOM GROUP INC | $205,000 | – | 2,528 | +100.0% | 0.07% | – |
| BX | New | BLACKSTONE GROUP INC | $202,000 | – | 3,612 | +100.0% | 0.07% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $202,000 | – | 16,790 | +100.0% | 0.07% | – |
| PJUL | New | INNOVATOR ETFS TRs&p 500 pwr | $200,000 | – | 7,486 | +100.0% | 0.07% | – |
| JPC | New | NUVEEN PFD & INCM OPPORTNYS | $186,000 | – | 17,797 | +100.0% | 0.07% | – |
| SNAP | New | SNAP INCcl a | $168,000 | – | 10,297 | +100.0% | 0.06% | – |
| LUMN | New | CENTURYLINK INC | $148,000 | – | 11,210 | +100.0% | 0.05% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $149,000 | – | 20,815 | +100.0% | 0.05% | – |
| ETJ | New | EATON VANCE RISK MNGD DIV EQ | $132,000 | – | 14,160 | +100.0% | 0.05% | – |
| F | New | FORD MTR CO DEL | $125,000 | – | 13,465 | +100.0% | 0.04% | – |
| CXH | New | MFS INVT GRADE MUN TRsh ben int | $106,000 | – | 10,835 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 7.0% |
| ISHARES TR | 16 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.7% |
| APPLE INC | 16 | Q3 2023 | 3.4% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.7% |
| ISHARES TR | 16 | Q3 2023 | 3.2% |
| SPDR SER TR | 16 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.0% |
| ISHARES TR | 16 | Q3 2023 | 2.3% |
| LEGG MASON ETF INVT TR | 16 | Q3 2023 | 2.3% |
View XML Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-01 |
View XML Financial, 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.