| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2023 | 7.6% |
| VANGUARD INDEX FDS | 11 | Q2 2023 | 5.0% |
| VANGUARD INDEX FDS | 11 | Q2 2023 | 3.9% |
| ISHARES TR | 11 | Q2 2023 | 3.9% |
| APPLE INC | 11 | Q2 2023 | 3.8% |
| SELECT SECTOR SPDR TR | 11 | Q2 2023 | 2.9% |
| PIMCO ETF TR | 11 | Q2 2023 | 3.7% |
| OWL ROCK CAPITAL CORPORATION | 11 | Q2 2023 | 2.7% |
| ISHARES TR | 11 | Q2 2023 | 2.7% |
| ISHARES TR | 11 | Q2 2023 | 3.3% |
View Lumature Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-29 |
| 13F-HR | 2021-08-10 |
| 13F-HR | 2021-05-11 |
View Lumature Wealth Partners, 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.