| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BLACKROCK TAX MUNICPAL BD TR SHS | 12 | Q3 2023 | 17.0% |
| VANGUARD VALUE ETF | 12 | Q3 2023 | 9.5% |
| VANGUARD WORLD FDS | 12 | Q3 2023 | 5.0% |
| APPLE INC | 12 | Q3 2023 | 3.6% |
| SCHWAB US DIVIDEND EQUITY ETF | 12 | Q3 2023 | 4.4% |
| INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 12 | Q3 2023 | 0.8% |
| MERCK & CO INC | 12 | Q3 2023 | 0.9% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 12 | Q3 2023 | 0.8% |
| VERIZON COMMUNICATIONS INC | 12 | Q3 2023 | 0.9% |
| NEXTERA ENERGY INC COM | 12 | Q3 2023 | 0.6% |
View Lebenthal Global Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-10 |
| 13F-HR/A | 2022-04-15 |
View Lebenthal Global 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.