| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC COM | 5 | Q2 2024 | 10.6% |
| ISHARES CORE S&P MID-CAP ETF | 5 | Q2 2024 | 5.8% |
| SPDR S&P 500 ETF TRUST | 5 | Q2 2024 | 5.6% |
| VANGUARD HIGH DIVIDEND YIELD ETF | 5 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 5 | Q2 2024 | 4.0% |
| APPLE INCORPORATED | 5 | Q2 2024 | 2.9% |
| ISHARES RUSSELL 2000 INDEX | 5 | Q2 2024 | 2.7% |
| SPDR S&P MIDCAP 400 ETF TR | 5 | Q2 2024 | 2.1% |
| ISHARES CORE S&P SMALL-CAP ETF | 5 | Q2 2024 | 2.0% |
| J P MORGAN CHASE & CO | 5 | Q2 2024 | 1.4% |
View UNION SAVINGS BANK's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-14 |
View UNION SAVINGS 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.