Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q2 2024 | 21.8% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 8.7% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 9.9% |
SPDR SER TR | 15 | Q2 2024 | 7.0% |
GOLUB CAP BDC INC | 15 | Q2 2024 | 4.7% |
ISHARES TR | 15 | Q2 2024 | 4.6% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 4.0% |
APPLE INC | 15 | Q2 2024 | 3.0% |
MICROSOFT CORP | 15 | Q2 2024 | 2.1% |
VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 2.0% |
View Sage Mountain Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-31 |
N-PX | 2024-07-18 |
13F-HR | 2024-04-23 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-25 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-31 |
13F-HR/A | 2022-08-25 |
View Sage Mountain 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.