| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 3 | Q3 2023 | 8.9% |
| MICROSOFT CORP | 3 | Q3 2023 | 4.0% |
| CHEVRON CORP NEW | 3 | Q3 2023 | 3.7% |
| APPLE INC | 3 | Q3 2023 | 3.9% |
| AMAZON COM INC | 3 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON | 3 | Q3 2023 | 2.2% |
| TRUIST FINL CORP | 3 | Q3 2023 | 2.1% |
| WELLS FARGO CO NEW | 3 | Q3 2023 | 2.7% |
| HOME DEPOT INC | 3 | Q3 2023 | 2.2% |
| ABBVIE INC | 3 | Q3 2023 | 2.1% |
View Imprint Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-15 |
| 13F-HR/A | 2023-08-17 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
View Imprint Wealth 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.