$4.2 Million is the total value of Lion Street Advisors, LLC's 14 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 15 | Q3 2023 | 7.8% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 5.9% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 4.7% |
| VANGUARD BD INDEX FDS | 15 | Q3 2023 | 3.4% |
| ISHARES TR | 14 | Q3 2023 | 10.6% |
| MICROSOFT CORP | 14 | Q3 2023 | 26.2% |
| AMAZON COM INC | 14 | Q3 2023 | 8.1% |
| APPLE INC | 14 | Q3 2023 | 10.3% |
| VANGUARD TAX-MANAGED INTL FD | 14 | Q3 2023 | 5.8% |
| VANGUARD CHARLOTTE FDS | 14 | Q3 2023 | 4.0% |
View Lion Street Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-20 |
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.