Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
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.