| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc Ordinary Shares | 11 | Q2 2024 | 6.6% |
| Ishares 0-5 Year Tips Bond Etf | 11 | Q2 2024 | 4.9% |
| Vanguard High Dividend Yield Etf | 11 | Q2 2024 | 2.8% |
| Vanguard Group, Inc. Dividend Appreciation Ftf | 11 | Q2 2024 | 2.6% |
| Microsoft | 11 | Q2 2024 | 2.6% |
| Alliant Energy Corp. Ordinary Shares | 11 | Q2 2024 | 2.8% |
| Berkshire Hathaway Inc. Ordinary Shares - Class B | 11 | Q2 2024 | 2.4% |
| Vanguard Group, Inc. Emerging Markets Government Bond Etf | 11 | Q2 2024 | 2.3% |
| Vanguard Group, Inc. Financials Etf | 11 | Q2 2024 | 1.9% |
| Vanguard Total International Bond Index Fund Bnd Etf | 11 | Q2 2024 | 2.4% |
View City State Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR/A | 2024-07-09 |
| 13F-HR | 2024-07-08 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-24 |
View City State Bank'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.