Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 12 | Q3 2023 | 6.7% |
ISHARES TR | 12 | Q3 2023 | 8.5% |
ISHARES TR | 12 | Q3 2023 | 6.6% |
ISHARES TR | 12 | Q3 2023 | 5.3% |
VANECK VECTORS ETF TR | 12 | Q3 2023 | 5.8% |
ISHARES TR | 12 | Q3 2023 | 5.3% |
SPDR INDEX SHS FDS | 12 | Q3 2023 | 4.2% |
NUSHARES ETF TR | 12 | Q3 2023 | 5.6% |
ISHARES TR | 12 | Q3 2023 | 4.2% |
FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 3.7% |
View Laurel Wealth Planning LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-18 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-02 |
13F-HR | 2022-08-09 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-01 |
View Laurel Wealth Planning 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.