Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SYNTAX ETF TR | 8 | Q3 2023 | 40.9% |
SYNTAX ETF TR | 8 | Q3 2023 | 4.9% |
SYNTAX ETF TR | 8 | Q3 2023 | 2.4% |
COSTCO WHSL CORP NEW | 8 | Q3 2023 | 0.7% |
WALMART INC | 8 | Q3 2023 | 0.7% |
SYSCO CORP | 8 | Q3 2023 | 0.7% |
EXXON MOBIL CORP | 8 | Q3 2023 | 0.7% |
KROGER CO | 8 | Q3 2023 | 0.6% |
CHEVRON CORP NEW | 8 | Q3 2023 | 0.7% |
CVS HEALTH CORP | 8 | Q3 2023 | 0.6% |
View SYNTAX ADVISORS, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
SYNTAX ADVISORS, LLC | September 08, 2023 | 717,132 | 52.2% |
SYNTAX ADVISORS, LLC | November 08, 2022 | 174,143 | 56.8% |
SYNTAX ADVISORS, LLC | June 28, 2021 | 49,596 | 12.4% |
View SYNTAX ADVISORS, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-NT | 2024-02-14 |
13F-HR | 2023-11-13 |
SC 13G | 2023-09-08 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
SC 13G | 2022-11-08 |
SC 13G | 2022-10-06 |
SC 13G | 2022-09-06 |
View SYNTAX 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.