$295 Million is the total value of WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's 151 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 12.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $17,281,000 | -3.0% | 122,126 | -6.1% | 5.86% | -4.5% |
| MSFT | Sell | MICROSOFT CORP | $13,615,000 | -0.3% | 48,294 | -4.2% | 4.62% | -1.9% |
| GOOG | ALPHABET INCcap stk cl c | $11,381,000 | +6.3% | 4,270 | 0.0% | 3.86% | +4.7% | |
| JPM | Sell | JPMORGAN CHASE & CO | $8,943,000 | +1.4% | 54,636 | -3.7% | 3.04% | -0.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $7,816,000 | -2.9% | 48,396 | -0.9% | 2.65% | -4.4% |
| LLY | Sell | LILLY ELI & CO | $7,779,000 | -0.9% | 33,666 | -1.5% | 2.64% | -2.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,719,000 | +0.1% | 28,282 | +1.9% | 2.62% | -1.5% |
| VT | Sell | VANGUARD INTL EQUITY INDEXtt wrld st etf | $7,106,000 | -2.1% | 69,780 | -0.4% | 2.41% | -3.7% |
| INTC | Buy | INTEL CORP | $6,630,000 | -4.0% | 124,437 | +1.2% | 2.25% | -5.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $6,390,000 | +2.6% | 45,705 | -1.0% | 2.17% | +0.9% |
| DIS | Sell | DISNEY WALT CO | $6,382,000 | -3.9% | 37,726 | -0.2% | 2.17% | -5.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $6,328,000 | -2.0% | 2,367 | -10.5% | 2.15% | -3.5% |
| CSCO | Sell | CISCO SYS INC | $5,825,000 | +1.8% | 107,019 | -0.9% | 1.98% | +0.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $5,661,000 | -3.5% | 101,220 | -1.6% | 1.92% | -5.0% |
| PFE | Buy | PFIZER INC | $5,536,000 | +10.3% | 128,707 | +0.5% | 1.88% | +8.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,088,000 | -2.7% | 94,196 | +1.0% | 1.73% | -4.2% |
| BTT | Buy | BLACKROCK MUN TARGET TERM TR | $4,953,000 | +0.5% | 194,069 | +3.3% | 1.68% | -1.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $4,910,000 | -0.6% | 47,273 | -0.2% | 1.67% | -2.2% |
| NTRS | Sell | NORTHERN TR CORP | $4,596,000 | -8.7% | 42,627 | -2.1% | 1.56% | -10.1% |
| MDT | Buy | MEDTRONIC PLC | $4,513,000 | +1.6% | 36,005 | +0.6% | 1.53% | -0.1% |
| WMT | Sell | WALMART INC | $3,977,000 | -1.2% | 28,536 | -0.0% | 1.35% | -2.7% |
| U | Buy | UNITY SOFTWARE INC | $3,832,000 | +62.3% | 30,356 | +41.2% | 1.30% | +59.7% |
| V | Sell | VISA INC COMcl a | $3,737,000 | -6.4% | 16,777 | -1.8% | 1.27% | -7.9% |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $3,702,000 | – | 9 | +100.0% | 1.26% | – |
| MMM | Buy | 3M CO | $3,650,000 | -10.9% | 20,806 | +0.6% | 1.24% | -12.3% |
| HD | Sell | HOME DEPOT INC | $3,546,000 | +0.1% | 10,801 | -2.7% | 1.20% | -1.5% |
| ABBV | Sell | ABBVIE INC | $3,255,000 | -4.6% | 30,171 | -0.4% | 1.10% | -6.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $3,205,000 | +7.8% | 10,017 | -0.7% | 1.09% | +6.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,187,000 | +1.0% | 37,075 | +0.3% | 1.08% | -0.6% |
| ETX | Buy | EATON VANCE MUN INCOME 2028 | $3,024,000 | -1.1% | 135,420 | +3.3% | 1.03% | -2.7% |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $2,955,000 | -3.7% | 44,736 | -0.9% | 1.00% | -5.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $2,946,000 | +11.3% | 69,407 | +0.2% | 1.00% | +9.6% |
| TXN | Buy | TEXAS INSTRS INC | $2,946,000 | +0.9% | 15,328 | +0.9% | 1.00% | -0.7% |
| PEP | Buy | PEPSICO INC | $2,853,000 | +2.0% | 18,967 | +0.4% | 0.97% | +0.3% |
| WFC | Sell | WELLS FARGO CO NEW | $2,745,000 | +1.2% | 59,154 | -1.3% | 0.93% | -0.5% |
| ILMN | Buy | ILLUMINA INC | $2,721,000 | -14.2% | 6,709 | +0.1% | 0.92% | -15.6% |
| MRK | Sell | MERCK & CO. INC | $2,636,000 | -5.6% | 35,096 | -2.2% | 0.89% | -7.2% |
| AMZN | Buy | AMAZON COM INC | $2,585,000 | -0.6% | 787 | +4.1% | 0.88% | -2.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,557,000 | +15.4% | 24,742 | +17.0% | 0.87% | +13.6% |
| KO | Sell | COCA COLA CO | $2,403,000 | -4.5% | 45,805 | -1.5% | 0.82% | -6.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $2,197,000 | -2.9% | 15,206 | +1.1% | 0.75% | -4.4% |
| DG | Buy | DOLLAR GEN CORP | $2,117,000 | -1.6% | 9,978 | +0.4% | 0.72% | -3.2% |
| XOM | Sell | EXXON MOBIL CORP | $2,091,000 | -7.1% | 35,556 | -0.6% | 0.71% | -8.6% |
| AMGN | Buy | AMGEN INC | $2,053,000 | -11.0% | 9,653 | +1.9% | 0.70% | -12.4% |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $2,034,000 | +4.3% | 121,642 | +7.3% | 0.69% | +2.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,004,000 | +0.5% | 27,506 | +0.4% | 0.68% | -1.2% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,990,000 | -10.9% | 11,484 | +0.3% | 0.68% | -12.3% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,853,000 | +4.9% | 34,636 | 0.0% | 0.63% | +3.3% | |
| FB | Buy | FACEBOOK INCcl a | $1,792,000 | +0.1% | 5,281 | +2.6% | 0.61% | -1.5% |
| DHR | Buy | DANAHER CORPORATION | $1,750,000 | +14.5% | 5,747 | +0.9% | 0.59% | +12.7% |
| HON | Buy | HONEYWELL INTL INC | $1,707,000 | -1.4% | 8,043 | +0.3% | 0.58% | -3.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,675,000 | +0.5% | 4,287 | +3.0% | 0.57% | -1.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,654,000 | +26.0% | 10,771 | +27.0% | 0.56% | +23.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,549,000 | +2.0% | 9,248 | +0.5% | 0.53% | +0.6% |
| VRP | Sell | INVESCO EXCHANGE-TRADED FDvar rate pfd | $1,542,000 | -2.0% | 58,800 | -1.7% | 0.52% | -3.5% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,511,000 | -10.9% | 7,315 | -3.5% | 0.51% | -12.2% |
| DKS | DICKS SPORTING GOODS INC | $1,497,000 | +19.6% | 12,500 | 0.0% | 0.51% | +17.6% | |
| BX | Sell | BLACKSTONE GROUP INC | $1,452,000 | +16.9% | 12,480 | -2.5% | 0.49% | +15.2% |
| NEE | Buy | NEXTERA ENERGY INC | $1,426,000 | +8.0% | 18,159 | +0.8% | 0.48% | +6.4% |
| KKR | Sell | KKR & CO INC | $1,346,000 | +1.0% | 22,106 | -1.8% | 0.46% | -0.7% |
| CVS | Sell | CVS HEALTH CORP | $1,302,000 | -38.2% | 15,341 | -39.2% | 0.44% | -39.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,249,000 | -1.4% | 32,277 | +0.5% | 0.42% | -3.0% |
| MCD | Sell | MCDONALDS CORP | $1,206,000 | -3.0% | 5,001 | -7.1% | 0.41% | -4.7% |
| ABT | Buy | ABBOTT LABS | $1,181,000 | +3.4% | 10,000 | +1.5% | 0.40% | +1.8% |
| BA | Sell | BOEING CO | $1,176,000 | -19.0% | 5,345 | -11.8% | 0.40% | -20.4% |
| T | Sell | AT&T INC | $1,144,000 | -32.8% | 42,348 | -28.4% | 0.39% | -33.9% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS LP | $1,136,000 | -14.6% | 52,500 | -4.8% | 0.38% | -16.1% |
| ORCL | Buy | ORACLE CORP | $1,094,000 | +13.6% | 12,551 | +1.4% | 0.37% | +11.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,053,000 | +15.7% | 2,344 | +1.9% | 0.36% | +13.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,042,000 | -21.5% | 10,989 | -18.2% | 0.35% | -22.7% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $1,038,000 | -0.3% | 11,900 | 0.0% | 0.35% | -1.9% | |
| CSWI | CSW INDUSTRIALS INC | $1,022,000 | +8.3% | 8,000 | 0.0% | 0.35% | +6.4% | |
| MIY | Buy | BLACKROCK MUNIYLD MICH QLTY | $1,010,000 | +22.3% | 65,307 | +21.8% | 0.34% | +20.4% |
| FDX | Buy | FEDEX CORP | $964,000 | -26.3% | 4,395 | +0.2% | 0.33% | -27.5% |
| MO | Sell | ALTRIA GROUP INC | $930,000 | -15.5% | 20,441 | -11.7% | 0.32% | -16.6% |
| XPO | Buy | XPO LOGISTICS INC | $897,000 | -43.0% | 11,271 | +0.2% | 0.30% | -44.0% |
| New | GXO LOGISTICS INCORPORATED | $884,000 | – | 11,271 | +100.0% | 0.30% | – | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $872,000 | -11.2% | 4,789 | +1.4% | 0.30% | -12.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $859,000 | -5.3% | 14,521 | +7.0% | 0.29% | -7.0% |
| MUI | BLACKROCK MUNI INTER DR FD | $856,000 | -2.7% | 56,250 | 0.0% | 0.29% | -4.3% | |
| VEEV | Buy | VEEVA SYS INC CL A | $790,000 | -6.7% | 2,743 | +0.7% | 0.27% | -8.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $755,000 | -7.5% | 2,900 | +3.6% | 0.26% | -8.9% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $749,000 | -8.4% | 31,159 | +0.4% | 0.25% | -9.9% |
| SBUX | Sell | STARBUCKS CORP | $723,000 | -13.5% | 6,551 | -12.4% | 0.24% | -14.9% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $707,000 | – | 4,176 | +100.0% | 0.24% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $675,000 | -5.7% | 8,933 | +1.5% | 0.23% | -7.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $633,000 | -5.1% | 1,833 | +4.0% | 0.22% | -6.5% |
| MA | Buy | MASTERCARD INCcl a | $628,000 | -0.5% | 1,806 | +4.5% | 0.21% | -2.3% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $610,000 | -6.0% | 9,749 | -6.1% | 0.21% | -7.6% |
| NVS | NOVARTIS AGsponsored adr | $611,000 | -10.4% | 7,474 | 0.0% | 0.21% | -11.9% | |
| MCO | Buy | MOODYS CORP | $595,000 | -1.3% | 1,675 | +1.8% | 0.20% | -2.9% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $590,000 | +120.1% | 7,950 | +123.9% | 0.20% | +117.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $584,000 | -3.8% | 4,201 | +1.2% | 0.20% | -5.3% |
| BLK | Buy | BLACKROCK INC | $559,000 | -2.1% | 667 | +2.1% | 0.19% | -3.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $530,000 | +17.5% | 928 | +3.8% | 0.18% | +15.4% |
| SO | Buy | SOUTHERN CO | $528,000 | +5.4% | 8,517 | +2.8% | 0.18% | +3.5% |
| CVX | Buy | CHEVRON CORP NEW | $526,000 | +28.0% | 5,187 | +31.5% | 0.18% | +25.4% |
| NKE | Buy | NIKE INCcl b | $523,000 | -3.3% | 3,603 | +2.9% | 0.18% | -5.3% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $520,000 | – | 2,379 | +100.0% | 0.18% | – |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $507,000 | -21.6% | 8,990 | 0.0% | 0.17% | -22.9% | |
| SRCE | Buy | 1ST SOURCE CORP | $495,000 | +8.3% | 10,488 | +6.2% | 0.17% | +6.3% |
| EMR | EMERSON ELEC CO | $438,000 | -2.2% | 4,650 | 0.0% | 0.15% | -3.2% | |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $439,000 | – | 8,605 | +100.0% | 0.15% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $439,000 | – | 3,242 | +100.0% | 0.15% | – |
| WM | Buy | WASTE MGMT INC DEL | $419,000 | +7.7% | 2,807 | +1.0% | 0.14% | +6.0% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $410,000 | +1.0% | 3,154 | +1.6% | 0.14% | -0.7% |
| VOO | Buy | VANGUARD INDEX FDS | $407,000 | +83.3% | 1,031 | +82.5% | 0.14% | +79.2% |
| ALL | ALLSTATE CORP | $405,000 | -1.9% | 3,181 | 0.0% | 0.14% | -3.5% | |
| MMC | MARSH & MCLENNAN COS INC | $386,000 | +7.5% | 2,550 | 0.0% | 0.13% | +5.6% | |
| INTU | Buy | INTUIT | $368,000 | +14.3% | 682 | +3.8% | 0.12% | +12.6% |
| VCF | DELAWARE INVTS COLO MUN INCM | $353,000 | -1.9% | 24,000 | 0.0% | 0.12% | -3.2% | |
| ELS | Sell | EQUITY LIFESTYLE PPTYS INC | $351,000 | -21.3% | 4,500 | -25.0% | 0.12% | -22.7% |
| CAT | Buy | CATERPILLAR INC DEL | $346,000 | -10.1% | 1,801 | +1.8% | 0.12% | -12.0% |
| APD | AIR PRODS & CHEMS INC | $341,000 | -11.0% | 1,333 | 0.0% | 0.12% | -12.1% | |
| CME | CME GROUP INC | $341,000 | -9.1% | 1,764 | 0.0% | 0.12% | -10.1% | |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $338,000 | – | 1,164 | +100.0% | 0.12% | – |
| SDY | SPDR SERIES TRs&p divid etf | $329,000 | -4.1% | 2,803 | 0.0% | 0.11% | -5.1% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $320,000 | +0.6% | 889 | +1.6% | 0.11% | -0.9% |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $318,000 | -3.3% | 20,936 | 0.0% | 0.11% | -4.4% | |
| DOCU | New | DOCUSIGN INC | $314,000 | – | 1,218 | +100.0% | 0.11% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $306,000 | -4.1% | 5,251 | +2.6% | 0.10% | -5.5% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $306,000 | 0.0% | 3,000 | 0.0% | 0.10% | -1.9% | |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $304,000 | 0.0% | 11,800 | 0.0% | 0.10% | -1.9% | |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $300,000 | – | 1,072 | +100.0% | 0.10% | – |
| TGT | Buy | TARGET CORP | $296,000 | -2.0% | 1,293 | +3.4% | 0.10% | -3.8% |
| OKE | Buy | ONEOK INC NEW | $291,000 | +7.0% | 5,014 | +1.8% | 0.10% | +5.3% |
| NVDA | Buy | NVIDIA CORPORATION | $287,000 | +19.6% | 1,384 | +361.3% | 0.10% | +16.9% |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $276,000 | +0.4% | 1,432 | 0.0% | 0.09% | -1.1% | |
| PGR | Buy | PROGRESSIVE CORP | $274,000 | -7.1% | 3,034 | +1.1% | 0.09% | -8.8% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $272,000 | -12.8% | 6,952 | -10.8% | 0.09% | -14.8% |
| MMD | New | MAINSTAY MACKAY DEFINEDTERM | $269,000 | – | 12,300 | +100.0% | 0.09% | – |
| LOW | Buy | LOWES COS INC | $269,000 | +20.6% | 1,325 | +15.2% | 0.09% | +18.2% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $265,000 | +2.3% | 1,354 | -0.3% | 0.09% | +1.1% |
| LEO | BNY MELLON STRATEGIC MUNI IN | $261,000 | -3.0% | 30,000 | 0.0% | 0.09% | -4.3% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $259,000 | +7.0% | 8,494 | +15.2% | 0.09% | +6.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $245,000 | +0.4% | 2,779 | +1.3% | 0.08% | -1.2% |
| ARCC | ARES CAPITAL CORP | $244,000 | +3.8% | 12,000 | 0.0% | 0.08% | +2.5% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $238,000 | +0.4% | 554 | 0.0% | 0.08% | -1.2% | |
| MMU | WESTERN ASSET MANAGED MUNS | $239,000 | -1.6% | 17,900 | 0.0% | 0.08% | -3.6% | |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC | $235,000 | -0.4% | 2,044 | +2.9% | 0.08% | -1.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $236,000 | -4.1% | 2,907 | +0.0% | 0.08% | -5.9% |
| TEL | TE CONNECTIVITY LTD | $233,000 | +1.3% | 1,699 | 0.0% | 0.08% | 0.0% | |
| CSWC | CAPITAL SOUTHWEST CORP | $227,000 | +6.6% | 9,000 | 0.0% | 0.08% | +5.5% | |
| ENB | Sell | ENBRIDGE INC | $227,000 | -12.4% | 5,700 | -11.8% | 0.08% | -13.5% |
| EVRG | EVERGY INC | $218,000 | +2.8% | 3,500 | 0.0% | 0.07% | +1.4% | |
| CMI | Buy | CUMMINS INC | $217,000 | -5.2% | 965 | +2.7% | 0.07% | -6.3% |
| ANTM | Buy | ANTHEM INC | $208,000 | -1.9% | 559 | +0.7% | 0.07% | -2.7% |
| WELL | New | WELLTOWER INC | $205,000 | – | 2,484 | +100.0% | 0.07% | – |
| BAC | New | BK OF AMERICA CORP | $203,000 | – | 4,788 | +100.0% | 0.07% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $203,000 | – | 1,400 | +100.0% | 0.07% | – |
| NUV | NUVEEN MUN VALUE FD INC | $113,000 | -1.7% | 10,000 | 0.0% | 0.04% | -5.0% | |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -10,250 | -100.0% | -0.05% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -2,000 | -100.0% | -0.07% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -1,600 | -100.0% | -0.11% | – |
| APPF | Exit | APPFOLIO INC | $0 | – | -2,600 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 39 | Q3 2023 | 5.0% |
| JOHNSON & JOHNSON | 39 | Q3 2023 | 4.2% |
| JPMORGAN CHASE & CO | 39 | Q3 2023 | 3.4% |
| Lilly Eli & Company | 39 | Q3 2023 | 5.8% |
| PROCTER & GAMBLE CO | 39 | Q3 2023 | 3.1% |
| Pfizer Incorporated | 39 | Q3 2023 | 2.6% |
| VERIZON COMMUNICATIONS INC | 39 | Q3 2023 | 2.4% |
| WAL-MART STORES INC | 39 | Q3 2023 | 1.9% |
| WELLS FARGO CO NEW | 39 | Q3 2023 | 2.5% |
| 3M COMPANY | 39 | Q3 2023 | 1.8% |
View WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
| 13F-HR | 2021-10-18 |
View WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV'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.