| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 15 | Q2 2024 | 66.5% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 4.3% |
| ALTRIA GROUP INC | 15 | Q2 2024 | 1.3% |
| APPLE INC | 15 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 0.9% |
| DISNEY WALT CO | 15 | Q2 2024 | 0.6% |
| EATON VANCE TAX-MANAGED GLOB | 15 | Q2 2024 | 0.7% |
| EATON VANCE TAX-MANAGED GLOB | 15 | Q2 2024 | 0.4% |
| CORNERSTONE STRATEGIC VALUE | 14 | Q2 2024 | 1.5% |
| SUNRUN INC | 14 | Q2 2024 | 0.6% |
View Capital CS Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
View Capital CS Group, 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.