Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 17.5% |
ISHARES TR | 12 | Q3 2023 | 23.9% |
ISHARES TR | 12 | Q3 2023 | 9.8% |
ISHARES INC | 12 | Q3 2023 | 9.9% |
ISHARES TR | 12 | Q3 2023 | 8.1% |
ISHARES TR | 12 | Q3 2023 | 5.8% |
ISHARES TR | 12 | Q3 2023 | 3.8% |
ISHARES TR | 12 | Q3 2023 | 6.4% |
ISHARES INC | 12 | Q3 2023 | 2.7% |
APPLE INC | 12 | Q3 2023 | 2.0% |
View BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-26 |
13F-HR | 2022-05-03 |
13F-HR | 2022-01-31 |
View BARON SILVER STEVENS FINANCIAL 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.