$171 Million is the total value of Opal Wealth Advisors, LLC's 142 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $23,805,956 | +4505.7% | 149,263 | +4676.4% | 13.93% | +5299.2% |
| LRGE | Sell | LEGG MASON ETF INVTclearbrideg lr | $20,293,227 | -17.1% | 391,459 | -13.2% | 11.88% | -2.8% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $19,718,226 | -1.3% | 425,145 | -0.8% | 11.54% | +15.8% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $11,575,456 | -8.6% | 171,032 | -4.1% | 6.77% | +7.2% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $5,728,363 | -9.6% | 56,504 | -4.3% | 3.35% | +6.1% |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $5,572,052 | – | 110,447 | +100.0% | 3.26% | – |
| AAPL | Buy | APPLE INC | $4,990,593 | -7.5% | 29,149 | +4.8% | 2.92% | +8.6% |
| MSFT | Buy | MICROSOFT CORP | $3,776,611 | +5.5% | 11,961 | +13.8% | 2.21% | +23.8% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $2,544,500 | -94.8% | 55,040 | -94.7% | 1.49% | -93.9% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $2,263,365 | -3.8% | 45,204 | -0.4% | 1.32% | +12.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,058,608 | +7.0% | 4,083 | +2.0% | 1.20% | +25.7% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $1,959,068 | +1.4% | 78,709 | +6.4% | 1.15% | +18.9% |
| GVI | Buy | ISHARES TRintrm gov cr etf | $1,861,744 | +64.1% | 18,373 | +66.6% | 1.09% | +92.4% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,745,761 | +320.8% | 23,019 | +342.8% | 1.02% | +393.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,686,996 | +0.3% | 28,458 | +3.3% | 0.99% | +17.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,574,837 | +6.9% | 3,684 | +10.9% | 0.92% | +25.4% |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $1,472,764 | – | 33,810 | +100.0% | 0.86% | – |
| AMZN | Buy | AMAZON COM INC | $1,399,719 | -2.4% | 11,011 | +0.1% | 0.82% | +14.5% |
| V | Buy | VISA INC | $1,363,549 | +0.6% | 5,928 | +3.8% | 0.80% | +18.0% |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $1,294,773 | +161.5% | 51,197 | +161.1% | 0.76% | +206.9% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,239,334 | -43.2% | 30,037 | -40.6% | 0.72% | -33.4% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $1,233,740 | -50.6% | 51,903 | -50.3% | 0.72% | -42.1% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,114,198 | -6.1% | 30,195 | -1.1% | 0.65% | +10.1% |
| TSLA | Buy | TESLA INC | $1,089,208 | -3.5% | 4,353 | +1.0% | 0.64% | +13.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,084,102 | +12.3% | 9,220 | +2.4% | 0.63% | +31.5% |
| NVDA | Sell | NVIDIA CORPORATION | $1,064,421 | -46.5% | 2,447 | -48.0% | 0.62% | -37.3% |
| ABBV | Buy | ABBVIE INC | $1,011,862 | +11.9% | 6,788 | +1.2% | 0.59% | +31.3% |
| HD | Buy | HOME DEPOT INC | $970,764 | +5.4% | 3,213 | +8.4% | 0.57% | +23.7% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & P | $930,046 | -14.0% | 82,087 | -7.4% | 0.54% | +0.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $905,717 | -3.7% | 4,264 | -0.1% | 0.53% | +13.0% |
| CSCO | Buy | CISCO SYS INC | $853,172 | +6.8% | 15,870 | +2.8% | 0.50% | +25.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $839,173 | +8.9% | 5,787 | +9.2% | 0.49% | +27.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $826,398 | -7.7% | 5,890 | -12.0% | 0.48% | +8.3% |
| XHB | Sell | SPDR SER TRs&p homebuild | $812,944 | -10.3% | 10,617 | -5.9% | 0.48% | +5.3% |
| CVX | Buy | CHEVRON CORP NEW | $812,416 | +20.2% | 4,818 | +12.2% | 0.48% | +40.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $794,452 | +10.1% | 6,071 | +0.7% | 0.46% | +29.2% |
| KO | Buy | COCA COLA CO | $742,911 | -2.4% | 13,271 | +5.0% | 0.44% | +14.5% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $724,320 | -10.3% | 5,112 | -5.3% | 0.42% | +5.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $723,330 | +11.2% | 5,486 | +2.1% | 0.42% | +30.6% |
| LOW | Buy | LOWES COS INC | $687,327 | +21.7% | 3,307 | +32.2% | 0.40% | +42.6% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $679,506 | – | 13,501 | +100.0% | 0.40% | – |
| CAT | Buy | CATERPILLAR INC | $671,751 | +15.7% | 2,461 | +4.3% | 0.39% | +35.5% |
| DGRO | Buy | ISHARES TRcore div grwth | $646,020 | -1.2% | 13,043 | +2.8% | 0.38% | +16.0% |
| FB | Buy | META PLATFORMS INCcl a | $630,141 | +18.2% | 2,099 | +13.0% | 0.37% | +38.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $625,765 | -16.2% | 4,018 | -10.9% | 0.37% | -1.6% |
| SPGI | Sell | S&P GLOBAL INC | $614,986 | -12.2% | 1,683 | -3.7% | 0.36% | +2.9% |
| FFA | Sell | FIRST TR ENHANCED EQUITY INC | $595,073 | -10.1% | 34,457 | -8.8% | 0.35% | +5.5% |
| HON | Buy | HONEYWELL INTL INC | $556,285 | +0.4% | 3,011 | +12.7% | 0.33% | +18.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $554,175 | -0.1% | 1,582 | -2.7% | 0.32% | +17.0% |
| ABT | Sell | ABBOTT LABS | $550,593 | -12.6% | 5,685 | -1.6% | 0.32% | +2.5% |
| MRK | Sell | MERCK & CO INC | $548,768 | -27.6% | 5,330 | -18.9% | 0.32% | -15.1% |
| IVV | New | ISHARES TRcore s&p500 etf | $541,941 | – | 1,262 | +100.0% | 0.32% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $524,458 | +21.9% | 11,828 | +14.2% | 0.31% | +42.8% |
| SYK | Buy | STRYKER CORPORATION | $505,277 | -9.2% | 1,849 | +1.4% | 0.30% | +6.9% |
| UNP | Buy | UNION PAC CORP | $499,912 | +32.9% | 2,455 | +33.6% | 0.29% | +55.9% |
| DIS | Buy | DISNEY WALT CO | $500,174 | +55.1% | 6,171 | +70.8% | 0.29% | +82.0% |
| PFE | Sell | PFIZER INC | $493,338 | -12.9% | 14,873 | -3.7% | 0.29% | +2.1% |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $492,402 | – | 14,178 | +100.0% | 0.29% | – |
| AMGN | Buy | AMGEN INC | $492,906 | +31.1% | 1,834 | +8.3% | 0.29% | +53.2% |
| FISV | Buy | FISERV INC | $474,545 | +1.9% | 4,201 | +13.8% | 0.28% | +19.8% |
| MKL | Sell | MARKEL GROUP INC | $457,945 | +6.1% | 311 | -0.3% | 0.27% | +24.7% |
| FDS | Buy | FACTSET RESH SYS INC | $439,010 | +9.5% | 1,004 | +0.3% | 0.26% | +28.5% |
| ADBE | Sell | ADOBE INC | $429,336 | -0.3% | 842 | -4.4% | 0.25% | +16.7% |
| COP | Buy | CONOCOPHILLIPS | $423,374 | +20.1% | 3,534 | +3.9% | 0.25% | +40.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $408,585 | -17.0% | 2,801 | -13.7% | 0.24% | -2.8% |
| UBER | Buy | UBER TECHNOLOGIES INC | $408,024 | +23.6% | 8,872 | +16.0% | 0.24% | +44.8% |
| INTC | Sell | INTEL CORP | $406,764 | +6.3% | 11,442 | -0.0% | 0.24% | +24.6% |
| CVS | Buy | CVS HEALTH CORP | $407,475 | +16.2% | 5,836 | +15.1% | 0.24% | +36.0% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $405,243 | -14.1% | 8,425 | -10.3% | 0.24% | +0.9% |
| TJX | Buy | TJX COS INC NEW | $403,338 | +5.3% | 4,538 | +0.4% | 0.24% | +23.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $400,546 | +38.1% | 1,118 | +42.4% | 0.23% | +61.4% |
| IWN | New | ISHARES TRrus 2000 val etf | $399,060 | – | 2,944 | +100.0% | 0.23% | – |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $395,116 | -0.2% | 18,824 | 0.0% | 0.23% | +16.7% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $385,197 | -0.4% | 761 | +2.7% | 0.22% | +16.6% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $381,304 | +6.9% | 7,714 | +3.5% | 0.22% | +25.3% |
| FDX | Buy | FEDEX CORP | $380,955 | +7.1% | 1,438 | +0.2% | 0.22% | +26.0% |
| LLY | Buy | ELI LILLY & CO | $379,214 | +25.6% | 706 | +9.6% | 0.22% | +47.0% |
| NFLX | Sell | NETFLIX INC | $375,335 | -14.8% | 994 | -0.6% | 0.22% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $362,739 | -6.8% | 1,575 | +1.3% | 0.21% | +9.3% |
| AVGO | Buy | BROADCOM INC | $360,900 | -2.0% | 435 | +2.4% | 0.21% | +14.7% |
| QCOM | Buy | QUALCOMM INC | $356,392 | +40.6% | 3,209 | +50.7% | 0.21% | +65.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $353,152 | -6.4% | 892 | -7.0% | 0.21% | +10.1% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $353,046 | +21.7% | 8,366 | +13.1% | 0.21% | +42.8% |
| CALF | Buy | PACER FDS TRpacer us small | $349,947 | +69.2% | 8,392 | +65.2% | 0.20% | +99.0% |
| BX | Buy | BLACKSTONE INC | $345,552 | +17.9% | 3,225 | +2.3% | 0.20% | +38.4% |
| WMT | Buy | WALMART INC | $336,653 | +8.3% | 2,105 | +6.4% | 0.20% | +27.1% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $328,932 | +7.3% | 8,797 | +15.0% | 0.19% | +25.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $327,178 | +3.2% | 3,534 | +8.8% | 0.19% | +20.9% |
| WTM | Buy | WHITE MTNS INS GROUP LTD | $323,070 | +21.8% | 216 | +13.1% | 0.19% | +43.2% |
| RTX | Sell | RTX CORPORATION | $321,477 | -30.5% | 4,467 | -5.4% | 0.19% | -18.6% |
| PEP | Sell | PEPSICO INC | $318,060 | -17.0% | 1,877 | -9.3% | 0.19% | -2.6% |
| MO | Buy | ALTRIA GROUP INC | $316,293 | -2.8% | 7,522 | +4.7% | 0.18% | +14.2% |
| BAC | Buy | BANK AMERICA CORP | $316,092 | -4.1% | 11,545 | +0.4% | 0.18% | +12.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $316,432 | +0.3% | 2,121 | +17.1% | 0.18% | +17.8% |
| GPN | New | GLOBAL PMTS INC | $312,938 | – | 2,712 | +100.0% | 0.18% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $310,580 | -2.5% | 3,006 | +0.1% | 0.18% | +14.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $304,514 | +26.3% | 539 | +20.3% | 0.18% | +48.3% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $304,287 | +15.2% | 1,335 | +11.0% | 0.18% | +34.8% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $299,276 | -95.1% | 3,810 | -94.8% | 0.18% | -94.2% |
| CDW | Buy | CDW CORP | $292,351 | +15.2% | 1,449 | +4.8% | 0.17% | +34.6% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $292,864 | +2.2% | 4,732 | +4.4% | 0.17% | +19.6% |
| ESML | Sell | ISHARES TResg aware msci | $290,286 | -18.4% | 8,627 | -13.9% | 0.17% | -4.5% |
| IWF | New | ISHARES TRrus 1000 grw etf | $289,398 | – | 1,088 | +100.0% | 0.17% | – |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $286,860 | -0.2% | 13,195 | +8.0% | 0.17% | +17.5% | |
| BLK | Buy | BLACKROCK INC | $285,749 | +9.7% | 442 | +17.2% | 0.17% | +28.5% |
| ORCL | Buy | ORACLE CORP | $279,206 | +3.5% | 2,636 | +16.4% | 0.16% | +20.7% |
| DOW | Buy | DOW INC | $278,064 | -2.4% | 5,393 | +0.9% | 0.16% | +14.8% |
| IT | Sell | GARTNER INC | $276,950 | -5.4% | 806 | -3.6% | 0.16% | +11.0% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $277,401 | +5.1% | 3,728 | +14.1% | 0.16% | +22.7% | |
| MCK | Sell | MCKESSON CORP | $277,435 | -10.4% | 638 | -12.0% | 0.16% | +4.5% |
| NVO | Buy | NOVO-NORDISK A Sadr | $274,132 | +33.0% | 3,014 | +136.8% | 0.16% | +55.3% |
| DHR | Buy | DANAHER CORPORATION | $270,926 | +12.0% | 1,092 | +8.3% | 0.16% | +31.4% |
| NVS | Sell | NOVARTIS AGsponsored adr | $271,154 | -3.7% | 2,662 | -4.6% | 0.16% | +13.6% |
| RIGS | Buy | ALPS ETF TRrivrfrnt str inc | $269,034 | +24.1% | 12,146 | +27.2% | 0.16% | +45.4% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $266,660 | -17.0% | 2,964 | -13.6% | 0.16% | -2.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $266,717 | -17.1% | 652 | -6.7% | 0.16% | -3.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $265,036 | +1.4% | 863 | +1.9% | 0.16% | +19.2% |
| NKE | Buy | NIKE INCcl b | $260,058 | -7.5% | 2,720 | +6.8% | 0.15% | +8.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $253,289 | +19.9% | 1,625 | +37.8% | 0.15% | +41.0% |
| BA | Buy | BOEING CO | $251,868 | -8.0% | 1,314 | +1.3% | 0.15% | +7.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $246,965 | -15.7% | 7,620 | -3.3% | 0.14% | -0.7% |
| BKNG | Sell | BOOKING HOLDINGS INC | $243,633 | -0.9% | 79 | -13.2% | 0.14% | +16.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $244,455 | -5.9% | 4,244 | -5.7% | 0.14% | +10.0% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $242,481 | – | 1,758 | +100.0% | 0.14% | – |
| SUB | Sell | ISHARES TRshrt nat mun etf | $241,721 | -17.7% | 2,350 | -16.7% | 0.14% | -3.4% |
| STE | Sell | STERIS PLC | $238,510 | -9.9% | 1,087 | -7.6% | 0.14% | +6.1% |
| New | ATLASSIAN CORPORATIONcl a | $234,760 | – | 1,165 | +100.0% | 0.14% | – | |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $230,381 | – | 2,525 | +100.0% | 0.14% | – |
| ASML | Sell | ASML HOLDING N V | $221,925 | -24.6% | 377 | -7.1% | 0.13% | -11.6% |
| PLD | Buy | PROLOGIS INC. | $217,351 | +6.2% | 1,937 | +16.1% | 0.13% | +24.5% |
| IWB | Sell | ISHARES TRrus 1000 etf | $215,178 | -31.6% | 916 | -29.0% | 0.13% | -19.7% |
| CRM | Sell | SALESFORCE INC | $215,961 | -9.5% | 1,065 | -5.7% | 0.13% | +5.9% |
| T | Sell | AT&T INC | $214,168 | -14.0% | 14,259 | -8.6% | 0.12% | +0.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $213,105 | +4.5% | 1,127 | +10.0% | 0.12% | +22.5% |
| VRSK | Sell | VERISK ANALYTICS INC | $210,490 | -0.9% | 891 | -5.2% | 0.12% | +16.0% |
| USO | New | UNITED STS OIL FD LPunits | $202,797 | – | 2,508 | +100.0% | 0.12% | – |
| U | Sell | UNITY SOFTWARE INC | $202,278 | -28.2% | 6,444 | -0.7% | 0.12% | -16.3% |
| PANW | New | PALO ALTO NETWORKS INC | $201,150 | – | 858 | +100.0% | 0.12% | – |
| ZTS | Sell | ZOETIS INCcl a | $200,599 | -7.6% | 1,153 | -8.5% | 0.12% | +8.3% |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $189,520 | -7.4% | 13,043 | 0.0% | 0.11% | +8.8% | |
| NAN | Sell | NUVEEN NEW YORK QLT MUN INC | $106,685 | -56.8% | 11,033 | -51.9% | 0.06% | -49.6% |
| ALPHA TAU MEDICAL LTDordinary shares | $37,900 | -13.3% | 10,000 | 0.0% | 0.02% | 0.0% | ||
| NNY | Exit | NUVEEN N Y MUN VALUE FD | $0 | – | -14,566 | -100.0% | -0.06% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -10,021 | -100.0% | -0.08% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -2,601 | -100.0% | -0.10% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -6,854 | -100.0% | -0.10% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -3,355 | -100.0% | -0.10% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -377 | -100.0% | -0.11% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -5,000 | -100.0% | -0.11% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -1,296 | -100.0% | -0.11% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -2,768 | -100.0% | -0.13% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -5,477 | -100.0% | -0.13% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -3,748 | -100.0% | -0.14% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -4,673 | -100.0% | -0.15% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -5,442 | -100.0% | -0.20% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -12,852 | -100.0% | -0.27% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -14,480 | -100.0% | -0.29% | – |
| NULV | Exit | NUSHARES ETF TRnuveen esg lrgvl | $0 | – | -27,946 | -100.0% | -0.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LEGG MASON ETF INVT TR | 12 | Q3 2023 | 31.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 11.2% |
| SPDR SER TR | 12 | Q3 2023 | 12.9% |
| APPLE INC | 12 | Q3 2023 | 3.3% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.2% |
| ISHARES TR | 12 | Q3 2023 | 1.4% |
| SPDR SER TR | 12 | Q3 2023 | 1.3% |
| AMAZON COM INC | 12 | Q3 2023 | 1.8% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 1.4% |
| SPDR SER TR | 12 | Q3 2023 | 1.4% |
View Opal Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-31 |
View Opal Wealth 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.