$908 Million is the total value of Laird Norton Wetherby Trust Company, LLC's 163 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLNN | New | Clene Inc | $3,189,000 | – | 249,561 | +100.0% | 0.35% | – |
| IBM | New | IBM Corp | $406,000 | – | 3,208 | +100.0% | 0.04% | – |
| KMB | New | Kimberly-Clark Corp | $225,000 | – | 1,654 | +100.0% | 0.02% | – |
| IDEX | New | Ideanomics Inc | $34,000 | – | 11,838 | +100.0% | 0.00% | – |
| SFOR | New | Strikeforce Tech | $8,000 | – | 83,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q3 2023 | 34.7% |
| Vanguard Total Stock Market ETF | 12 | Q3 2023 | 27.1% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 20.7% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 10.4% |
| ISHARES TR | 12 | Q3 2023 | 5.9% |
| ISHARES TR | 12 | Q3 2023 | 3.0% |
| SPROTT PHYSICAL GOLD TR | 12 | Q3 2023 | 3.4% |
| ISHARES TR | 12 | Q3 2023 | 5.5% |
| AMAZON COM INC | 12 | Q3 2023 | 1.9% |
| ZILLOW GROUP INC | 12 | Q3 2023 | 3.9% |
View Laird Norton Wetherby Trust Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-07 |
View Laird Norton Wetherby Trust Company, 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.