Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2008 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 18 | Q2 2024 | 7.8% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 5.9% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 4.7% |
VANGUARD BD INDEX FDS | 18 | Q2 2024 | 3.4% |
ISHARES TR | 17 | Q2 2024 | 10.6% |
MICROSOFT CORP | 17 | Q2 2024 | 26.2% |
APPLE INC | 17 | Q2 2024 | 10.3% |
AMAZON COM INC | 17 | Q2 2024 | 8.1% |
VANGUARD TAX-MANAGED INTL FD | 17 | Q2 2024 | 5.8% |
VANGUARD CHARLOTTE FDS | 17 | Q2 2024 | 4.0% |
View Lion Street Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-12 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-19 |
13F-HR | 2022-05-10 |
View Lion Street Advisors, 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.