Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 4.9% |
ISHARES TR | 11 | Q2 2024 | 5.0% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 4.1% |
MICROSOFT CORP | 11 | Q2 2024 | 4.2% |
ONEOK INC NEW | 11 | Q2 2024 | 4.6% |
BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 3.1% |
WILLIAMS COS INC | 11 | Q2 2024 | 2.6% |
JOHNSON & JOHNSON | 11 | Q2 2024 | 2.7% |
SPDR DOW JONES INDL AVERAGE | 11 | Q2 2024 | 2.3% |
HOME DEPOT INC | 11 | Q2 2024 | 2.7% |
View Autumn Glory Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-01 |
N-PX | 2024-07-03 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-24 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-02 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-08 |
View Autumn Glory Partners, 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.