Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 16 | Q3 2023 | 7.4% |
SPDR S&P 500 ETF TR | 16 | Q3 2023 | 5.4% |
ISHARES TR | 16 | Q3 2023 | 5.2% |
APPLE INC | 16 | Q3 2023 | 5.2% |
ISHARES TR | 16 | Q3 2023 | 6.9% |
VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 3.1% |
PIMCO ETF TR | 16 | Q3 2023 | 4.3% |
ISHARES TR | 16 | Q3 2023 | 3.5% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 3.1% |
MICROSOFT CORP | 16 | Q3 2023 | 2.9% |
View American Institute for Advanced Investment Management, LLP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-28 |
13F-HR/A | 2023-02-28 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-21 |
13F-HR | 2022-04-20 |
View American Institute for Advanced Investment Management, LLP'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.