$135 Million is the total value of Level Financial Advisors's 255 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 91.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $11,183,000 | -21.6% | 149,462 | -19.6% | 8.26% | -21.4% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $6,567,000 | -7.0% | 221,796 | -0.7% | 4.85% | -6.8% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,431,000 | -18.2% | 86,577 | -16.0% | 4.75% | -18.0% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $3,121,000 | -5.9% | 80,075 | -2.9% | 2.30% | -5.7% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $2,147,000 | -36.6% | 44,991 | -34.2% | 1.58% | -36.4% |
| XOM | Sell | EXXON MOBIL CORP | $1,997,000 | +1.8% | 22,874 | -0.1% | 1.47% | +2.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,849,000 | -26.4% | 50,674 | -15.9% | 1.36% | -26.2% |
| AAPL | Sell | APPLE INC | $1,618,000 | -9.5% | 11,708 | -10.5% | 1.20% | -9.2% |
| IWC | Sell | ISHARES TRmicro-cap etf | $1,518,000 | -7.0% | 14,686 | -6.5% | 1.12% | -6.7% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $929,000 | -3.5% | 39,569 | -1.1% | 0.69% | -3.2% |
| NEE | Sell | NEXTERA ENERGY INC | $612,000 | +1.3% | 7,800 | -0.0% | 0.45% | +1.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $522,000 | -3.2% | 1,954 | -1.1% | 0.38% | -3.0% |
| AMZN | Sell | AMAZON COM INC | $411,000 | -8.9% | 3,641 | -14.3% | 0.30% | -8.7% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $409,000 | -22.2% | 8,486 | -19.4% | 0.30% | -22.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $388,000 | -20.2% | 1,816 | -16.7% | 0.29% | -20.1% |
| MSFT | Sell | MICROSOFT CORP | $339,000 | -11.9% | 1,456 | -2.8% | 0.25% | -11.7% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $337,000 | -5.6% | 5,361 | -0.3% | 0.25% | -5.3% |
| NFLX | Sell | NETFLIX INC | $318,000 | +32.0% | 1,352 | -1.8% | 0.24% | +32.8% |
| AGL | Sell | AGILON HEALTH INC | $255,000 | -11.8% | 10,893 | -17.6% | 0.19% | -11.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $186,000 | -7.5% | 522 | -1.9% | 0.14% | -7.4% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $182,000 | -22.9% | 2,479 | -18.5% | 0.13% | -23.0% |
| DIS | Sell | DISNEY WALT CO | $161,000 | -2.4% | 1,702 | -2.6% | 0.12% | -1.7% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $160,000 | -25.9% | 2,222 | -18.0% | 0.12% | -25.8% |
| HD | Sell | HOME DEPOT INC | $131,000 | -21.1% | 476 | -21.3% | 0.10% | -20.5% |
| FB | Sell | META PLATFORMS INCcl a | $101,000 | -18.5% | 747 | -3.2% | 0.08% | -17.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $100,000 | -14.5% | 585 | -11.9% | 0.07% | -14.0% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $92,000 | -8.0% | 2,173 | -3.3% | 0.07% | -8.1% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $86,000 | -14.9% | 2,270 | -12.8% | 0.06% | -14.9% |
| TTD | Sell | THE TRADE DESK INC | $81,000 | +11.0% | 1,350 | -22.9% | 0.06% | +11.1% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $65,000 | -17.7% | 1,387 | -15.5% | 0.05% | -17.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $50,000 | -32.4% | 568 | -28.6% | 0.04% | -31.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $42,000 | -33.3% | 519 | -20.4% | 0.03% | -32.6% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $42,000 | -10.6% | 521 | -4.9% | 0.03% | -11.4% |
| NVDA | Sell | NVIDIA CORPORATION | $38,000 | -51.3% | 313 | -39.0% | 0.03% | -50.9% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $37,000 | -17.8% | 794 | -16.7% | 0.03% | -18.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $32,000 | -22.0% | 251 | -11.3% | 0.02% | -20.0% |
| IAGG | Sell | ISHARES TRcore intl aggr | $33,000 | -78.4% | 686 | -77.6% | 0.02% | -78.8% |
| OKE | Sell | ONEOK INC NEW | $29,000 | -75.8% | 569 | -73.7% | 0.02% | -76.1% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $26,000 | -53.6% | 923 | -48.3% | 0.02% | -53.7% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $23,000 | -54.0% | 394 | -50.5% | 0.02% | -54.1% |
| MUB | Sell | ISHARES TRnational mun etf | $22,000 | -51.1% | 213 | -49.2% | 0.02% | -51.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $16,000 | 0.0% | 151 | -3.2% | 0.01% | 0.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $16,000 | -23.8% | 246 | -11.2% | 0.01% | -20.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $15,000 | -63.4% | 666 | -58.3% | 0.01% | -63.3% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $15,000 | -65.1% | 539 | -61.0% | 0.01% | -65.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $15,000 | -87.2% | 42 | -86.4% | 0.01% | -87.2% |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $15,000 | -21.1% | 637 | -18.2% | 0.01% | -21.4% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $14,000 | -68.9% | 312 | -64.5% | 0.01% | -69.7% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,000 | -7.7% | 93 | -5.1% | 0.01% | -10.0% |
| TJX | Sell | TJX COS INC NEW | $10,000 | 0.0% | 167 | -5.6% | 0.01% | 0.0% |
| PLUG | Sell | PLUG POWER INC | $8,000 | +14.3% | 392 | -8.6% | 0.01% | +20.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $8,000 | -55.6% | 411 | -51.2% | 0.01% | -53.8% |
| CTG | Sell | COMPUTER TASK GROUP INC | $5,000 | -72.2% | 803 | -62.2% | 0.00% | -69.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $4,000 | -33.3% | 57 | -29.6% | 0.00% | -25.0% |
| Sell | WARNER BROS DISCOVERY INC | $3,000 | -72.7% | 269 | -67.3% | 0.00% | -75.0% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $3,000 | -76.9% | 18 | -73.5% | 0.00% | -80.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,000 | 0.0% | 18 | -25.0% | 0.00% | 0.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,000 | 0.0% | 21 | -8.7% | 0.00% | 0.0% |
| NET | Exit | CLOUDFLARE INC | $0 | – | -5 | -100.0% | 0.00% | – |
| NNDM | Exit | NANO DIMENSION LTDsponsord ads new | $0 | – | -37 | -100.0% | 0.00% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -1 | -100.0% | 0.00% | – |
| GDRX | Exit | GOODRX HLDGS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| Exit | CONSENSUS CLOUD SOLUTIONS IN | $0 | – | -2 | -100.0% | 0.00% | – | |
| STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -10 | -100.0% | 0.00% | – |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -50 | -100.0% | 0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -10 | -100.0% | 0.00% | – |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -4 | -100.0% | 0.00% | – |
| VKTX | Exit | VIKING THERAPEUTICS INC | $0 | – | -75 | -100.0% | 0.00% | – |
| VSTO | Exit | VISTA OUTDOOR INC | $0 | – | -2 | -100.0% | 0.00% | – |
| SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -5 | -100.0% | 0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -5 | -100.0% | 0.00% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -6 | -100.0% | 0.00% | – |
| PSFE | Exit | PAYSAFE LIMITEDord | $0 | – | -20 | -100.0% | 0.00% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -12 | -100.0% | 0.00% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -5 | -100.0% | 0.00% | – |
| LECO | Exit | LINCOLN ELEC HLDGS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| GOEV | Exit | CANOO INC | $0 | – | -5 | -100.0% | 0.00% | – |
| PGNY | Exit | PROGYNY INC | $0 | – | -10 | -100.0% | 0.00% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -25 | -100.0% | 0.00% | – |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $0 | -100.0% | 3 | -97.5% | 0.00% | -100.0% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | -100.0% | 1 | -99.6% | 0.00% | -100.0% |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -19 | -100.0% | 0.00% | – |
| FCOM | Exit | FIDELITY COVINGTON TRUST | $0 | – | -3 | -100.0% | 0.00% | – |
| AXON | Exit | AXON ENTERPRISE INC | $0 | – | -5 | -100.0% | 0.00% | – |
| XAR | Exit | SPDR SER TRaerospace def | $0 | – | -2 | -100.0% | 0.00% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| MITK | Exit | MITEK SYS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| Exit | DRAFTKINGS INC NEW | $0 | – | -5 | -100.0% | 0.00% | – | |
| HTZZ | Exit | HERTZ GLOBAL HLDGS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -10 | -100.0% | 0.00% | – |
| DOCN | Exit | DIGITALOCEAN HLDGS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -10 | -100.0% | 0.00% | – |
| VFC | Exit | V F CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -10 | -100.0% | 0.00% | – |
| CVGI | Exit | COMMERCIAL VEH GROUP INC | $0 | – | -17 | -100.0% | 0.00% | – |
| FIDU | Exit | FIDELITY COVINGTON TRUSTmsci indl indx | $0 | – | -5 | -100.0% | 0.00% | – |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
| ATAI | Exit | ATAI LIFE SCIENCES NV | $0 | – | -50 | -100.0% | 0.00% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -3 | -100.0% | 0.00% | – |
| HYRE | Exit | HYRECAR INC | $0 | – | -50 | -100.0% | 0.00% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -10 | -100.0% | 0.00% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -1 | -100.0% | 0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1 | -100.0% | 0.00% | – |
| Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -104 | -100.0% | 0.00% | – | |
| XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -4 | -100.0% | 0.00% | – |
| NEO | Exit | NEOGENOMICS INC | $0 | – | -20 | -100.0% | 0.00% | – |
| TPAY | Exit | MANAGED PORTFOLIO SERIESecofin digtl pay | $0 | – | -22 | -100.0% | -0.00% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -10 | -100.0% | -0.00% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -4 | -100.0% | -0.00% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -13 | -100.0% | -0.00% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -36 | -100.0% | -0.00% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -10 | -100.0% | -0.00% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -16 | -100.0% | -0.00% | – |
| RH | Exit | RH | $0 | – | -7 | -100.0% | -0.00% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -46 | -100.0% | -0.00% | – |
| YELP | Exit | YELP INCcl a | $0 | – | -30 | -100.0% | -0.00% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -50 | -100.0% | -0.00% | – |
| ETSY | Exit | ETSY INC | $0 | – | -10 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -20 | -100.0% | -0.00% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -8 | -100.0% | -0.00% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -26 | -100.0% | -0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -20 | -100.0% | -0.00% | – |
| V | Exit | VISA INC | $0 | – | -7 | -100.0% | -0.00% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -34 | -100.0% | -0.00% | – |
| ROKU | Exit | ROKU INC | $0 | – | -30 | -100.0% | -0.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1 | -100.0% | -0.00% | – |
| GAMR | Exit | ETF MANAGERS TRwedbush vid game | $0 | – | -14 | -100.0% | -0.00% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -6 | -100.0% | -0.00% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -5 | -100.0% | -0.00% | – |
| Exit | EXPENSIFY INC | $0 | – | -100 | -100.0% | -0.00% | – | |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -19 | -100.0% | -0.00% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -13 | -100.0% | -0.00% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -27 | -100.0% | -0.00% | – |
| PENN | Exit | PENN NATL GAMING INC | $0 | – | -38 | -100.0% | -0.00% | – |
| JBLU | Exit | JETBLUE AWYS CORP | $0 | – | -60 | -100.0% | -0.00% | – |
| JCOM | Exit | ZIFF DAVIS INC | $0 | – | -7 | -100.0% | -0.00% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -16 | -100.0% | -0.00% | – |
| MMM | Exit | 3M CO | $0 | – | -25 | -100.0% | -0.00% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -17 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -33 | -100.0% | -0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -20 | -100.0% | -0.00% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -34 | -100.0% | -0.00% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -3 | -100.0% | -0.00% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -40 | -100.0% | -0.00% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -50 | -100.0% | -0.00% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -50 | -100.0% | -0.00% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -42 | -100.0% | -0.00% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -36 | -100.0% | -0.00% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -105 | -100.0% | -0.00% | – |
| KO | Exit | COCA COLA CO | $0 | – | -89 | -100.0% | -0.00% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -35 | -100.0% | -0.00% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -128 | -100.0% | -0.01% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -5 | -100.0% | -0.01% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -326 | -100.0% | -0.01% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -101 | -100.0% | -0.01% | – |
| HYDW | Exit | DBX ETF TRxtrackers low | $0 | – | -238 | -100.0% | -0.01% | – |
| UPWK | Exit | UPWORK INC | $0 | – | -565 | -100.0% | -0.01% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -39 | -100.0% | -0.01% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -400 | -100.0% | -0.01% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -425 | -100.0% | -0.01% | – |
| PPH | Exit | VANECK ETF TRUSTpharmaceutcl etf | $0 | – | -178 | -100.0% | -0.01% | – |
| INTU | Exit | INTUIT | $0 | – | -42 | -100.0% | -0.01% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -699 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -500 | -100.0% | -0.02% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -270 | -100.0% | -0.02% | – |
| WMT | Exit | WALMART INC | $0 | – | -245 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 26.8% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 14.4% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 11.3% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 7.6% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 5.8% |
| ISHARES TR | 8 | Q3 2023 | 2.3% |
| VANGUARD CHARLOTTE FDS | 8 | Q3 2023 | 3.2% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.4% |
View Level Financial Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-18 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-08 |
View Level Financial Advisors'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.