$263 Million is the total value of WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's 141 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 15.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $16,139,186 | +22.1% | 97,873 | -3.8% | 6.13% | +18.0% |
| MSFT | Sell | MICROSOFT CORP | $11,601,309 | +15.9% | 40,240 | -3.6% | 4.40% | +12.0% |
| LLY | Buy | LILLY ELI & CO | $10,040,870 | -4.9% | 29,238 | +1.3% | 3.81% | -8.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $8,427,568 | -3.8% | 27,294 | -3.8% | 3.20% | -7.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $8,143,928 | +8.2% | 78,307 | -7.7% | 3.09% | +4.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $7,500,983 | -6.2% | 57,563 | -3.5% | 2.85% | -9.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $7,084,621 | -13.2% | 45,707 | -1.1% | 2.69% | -16.1% |
| VT | Sell | VANGUARD INTL EQUITY INDEXtt wrld st etf | $7,003,502 | +5.5% | 76,051 | -1.3% | 2.66% | +1.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,604,891 | -1.8% | 44,421 | +0.1% | 2.51% | -5.1% |
| CSCO | Sell | CISCO SYS INC | $5,468,279 | +6.3% | 104,606 | -3.1% | 2.08% | +2.7% |
| PFE | Buy | PFIZER INC | $5,310,793 | -17.0% | 130,167 | +4.2% | 2.02% | -19.8% |
| BTT | Buy | BLACKROCK MUN TARGET TERM TR | $4,821,710 | +7.1% | 221,994 | +4.9% | 1.83% | +3.4% |
| ABBV | Sell | ABBVIE INC | $4,738,690 | -5.5% | 29,734 | -4.2% | 1.80% | -8.7% |
| WMT | Buy | WALMART INC | $4,575,374 | +9.4% | 31,030 | +5.2% | 1.74% | +5.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $4,398,348 | +7.2% | 91,920 | +0.4% | 1.67% | +3.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,190,400 | -0.7% | 9 | 0.0% | 1.59% | -4.0% | |
| NTRS | Buy | NORTHERN TR CORP | $3,802,686 | +0.8% | 43,149 | +1.2% | 1.44% | -2.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,757,439 | -2.8% | 96,617 | -1.5% | 1.43% | -6.1% |
| MRK | Sell | MERCK & CO. INC | $3,672,051 | -8.9% | 34,515 | -5.0% | 1.39% | -12.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $3,663,622 | -4.7% | 96,640 | -12.1% | 1.39% | -7.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,639,367 | +0.2% | 35,085 | -14.8% | 1.38% | -3.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $3,565,311 | -7.5% | 36,407 | -4.7% | 1.35% | -10.6% |
| INTC | Sell | INTEL CORP | $3,511,823 | +14.4% | 107,494 | -7.4% | 1.33% | +10.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,487,253 | +11.9% | 33,055 | +14.7% | 1.32% | +8.1% |
| V | Sell | VISA INC COMcl a | $3,486,739 | +0.0% | 15,465 | -7.8% | 1.32% | -3.3% |
| DIS | Sell | DISNEY WALT CO | $3,330,970 | +9.6% | 33,266 | -4.9% | 1.26% | +5.9% |
| HD | Buy | HOME DEPOT INC | $3,216,218 | -5.6% | 10,898 | +1.0% | 1.22% | -8.8% |
| PEP | Sell | PEPSICO INC | $3,147,592 | -1.2% | 17,266 | -2.1% | 1.20% | -4.5% |
| XOM | Buy | EXXON MOBIL CORP | $3,010,057 | +11.0% | 27,449 | +11.7% | 1.14% | +7.3% |
| MDT | Buy | MEDTRONIC PLC | $2,952,546 | +4.8% | 36,623 | +1.0% | 1.12% | +1.3% |
| TXN | Buy | TEXAS INSTRS INC | $2,853,021 | +14.0% | 15,338 | +1.3% | 1.08% | +10.2% |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $2,712,543 | +4.0% | 43,786 | 0.0% | 1.03% | +0.5% | |
| KO | Sell | COCA COLA CO | $2,649,061 | -4.0% | 42,706 | -1.6% | 1.01% | -7.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,555,782 | +22.5% | 16,595 | +20.8% | 0.97% | +18.3% |
| ACN | ACCENTURE PLC IRELAND | $2,537,421 | +7.1% | 8,878 | 0.0% | 0.96% | +3.4% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,500,828 | +435.7% | 18,108 | +444.4% | 0.95% | +418.6% |
| ETX | Buy | EATON VANCE MUN INCOME 2028 | $2,386,173 | +1.8% | 134,130 | +2.0% | 0.91% | -1.6% |
| AMGN | Sell | AMGEN INC | $2,353,678 | -14.1% | 9,736 | -6.7% | 0.89% | -17.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,345,279 | +225.6% | 9,402 | +178.2% | 0.89% | +214.5% |
| DG | Buy | DOLLAR GEN CORP | $2,111,966 | -14.0% | 10,035 | +0.7% | 0.80% | -16.9% |
| WFC | Sell | WELLS FARGO CO NEW | $1,993,887 | -10.8% | 53,341 | -1.4% | 0.76% | -13.8% |
| VRP | Sell | INVESCO EXCHANGE-TRADED FDvar rate pfd | $1,967,953 | -6.9% | 88,847 | -5.9% | 0.75% | -10.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,852,353 | +11.7% | 7,609 | +1.1% | 0.70% | +7.8% |
| MMM | Sell | 3M CO | $1,831,574 | -12.7% | 17,425 | -0.4% | 0.70% | -15.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,709,831 | -26.1% | 3,618 | -17.1% | 0.65% | -28.6% |
| DKS | DICKS SPORTING GOODS INC | $1,631,735 | +18.0% | 11,500 | 0.0% | 0.62% | +14.0% | |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,567,224 | +196.6% | 7,242 | +174.8% | 0.60% | +186.1% |
| FITB | Buy | FIFTH THIRD BANCORP | $1,552,366 | +5.6% | 58,272 | +30.1% | 0.59% | +2.1% |
| NEE | Sell | NEXTERA ENERGY INC | $1,512,890 | -9.1% | 19,628 | -1.4% | 0.57% | -12.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,444,467 | +31.1% | 8,757 | +17.5% | 0.55% | +26.6% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $1,430,039 | -12.1% | 10,685 | -10.9% | 0.54% | -15.0% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,412,043 | +14.2% | 14,230 | +11.6% | 0.54% | +10.3% |
| MCD | Sell | MCDONALDS CORP | $1,386,866 | +5.0% | 4,960 | -1.0% | 0.53% | +1.5% |
| ORCL | ORACLE CORP | $1,381,070 | +13.7% | 14,863 | 0.0% | 0.52% | +9.9% | |
| ILMN | Buy | ILLUMINA INC | $1,375,301 | +16.5% | 5,914 | +1.3% | 0.52% | +12.5% |
| HON | New | HONEYWELL INTL INC | $1,341,471 | – | 7,019 | +100.0% | 0.51% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $1,300,054 | +8.4% | 74,246 | +11.9% | 0.49% | +4.9% |
| COST | COSTCO WHSL CORP NEW | $1,239,691 | +8.8% | 2,495 | 0.0% | 0.47% | +5.1% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $1,217,456 | -3.2% | 16,641 | 0.0% | 0.46% | -6.5% | |
| DLR | Sell | DIGITAL RLTY TR INC | $1,206,417 | -5.5% | 12,272 | -3.6% | 0.46% | -8.8% |
| USRT | Buy | ISHARES TRcre u s reit etf | $1,195,540 | +198.6% | 23,721 | +193.0% | 0.45% | +189.2% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $1,180,814 | +8.0% | 33,931 | 0.0% | 0.45% | +4.4% | |
| DHR | DANAHER CORPORATION | $1,176,628 | -5.0% | 4,668 | 0.0% | 0.45% | -8.2% | |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $1,130,168 | +9.9% | 94,575 | +11.1% | 0.43% | +6.2% |
| AMZN | Sell | AMAZON COM INC | $1,118,424 | -13.1% | 10,828 | -29.4% | 0.42% | -16.0% |
| CSWI | CSW INDUSTRIALS INC | $1,111,440 | +19.8% | 8,000 | 0.0% | 0.42% | +15.9% | |
| CVX | Buy | CHEVRON CORP NEW | $1,083,219 | +78.8% | 6,639 | +96.7% | 0.41% | +72.7% |
| BX | Buy | BLACKSTONE GROUP INC | $1,034,404 | +19.3% | 11,776 | +0.8% | 0.39% | +15.2% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,020,939 | -49.6% | 19,491 | -20.0% | 0.39% | -51.3% |
| ABT | Buy | ABBOTT LABS | $1,006,882 | -7.8% | 9,944 | +0.0% | 0.38% | -11.0% |
| COIN | Buy | COINBASE GLOBAL INC | $1,003,279 | +91.4% | 14,848 | +0.2% | 0.38% | +85.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $994,565 | +12.9% | 5,127 | +1.2% | 0.38% | +9.2% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $979,944 | +5.8% | 13,300 | 0.0% | 0.37% | +2.2% | |
| U | UNITY SOFTWARE INC | $883,309 | +13.5% | 27,229 | 0.0% | 0.34% | +9.5% | |
| PFFV | Sell | GLOBAL X FDSrate preferred | $836,582 | -14.6% | 36,596 | -16.0% | 0.32% | -17.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $833,723 | +47.8% | 8,573 | +53.9% | 0.32% | +42.8% |
| Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $821,920 | -14.3% | 25,220 | -17.3% | 0.31% | -17.2% | |
| MA | Buy | MASTERCARD INCcl a | $779,223 | +11.6% | 2,144 | +6.8% | 0.30% | +8.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS LP | $778,243 | +11.1% | 30,048 | +3.4% | 0.30% | +7.3% |
| KKR | KKR & CO INC | $768,158 | +13.1% | 14,626 | 0.0% | 0.29% | +9.4% | |
| FDX | Sell | FEDEX CORP | $761,329 | +21.0% | 3,332 | -8.3% | 0.29% | +17.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $752,810 | +22.1% | 4,742 | +22.1% | 0.29% | +18.2% |
| SO | Sell | SOUTHERN CO | $737,199 | -6.0% | 10,595 | -3.5% | 0.28% | -9.1% |
| MO | Buy | ALTRIA GROUP INC | $713,501 | +15.7% | 15,991 | +18.5% | 0.27% | +12.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $709,743 | +17.4% | 13,239 | +13.5% | 0.27% | +13.5% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $699,998 | +11.1% | 10,490 | 0.0% | 0.27% | +7.7% | |
| SBUX | STARBUCKS CORP | $689,861 | +5.0% | 6,625 | 0.0% | 0.26% | +1.6% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $668,812 | -38.6% | 9,650 | -36.3% | 0.25% | -40.7% |
| CVS | Sell | CVS HEALTH CORP | $624,724 | -38.7% | 8,407 | -23.2% | 0.24% | -40.9% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $595,500 | +20.7% | 6,000 | +20.0% | 0.23% | +16.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $589,250 | +35.1% | 4,495 | +45.2% | 0.22% | +31.0% |
| NVS | NOVARTIS AGsponsored adr | $572,608 | +1.4% | 6,224 | 0.0% | 0.22% | -2.3% | |
| IVV | ISHARES TRcore s&p500 etf | $568,524 | +7.0% | 1,383 | 0.0% | 0.22% | +3.3% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $554,512 | -37.5% | 1,173 | -35.7% | 0.21% | -39.4% |
| MCO | Buy | MOODYS CORP | $527,578 | +12.7% | 1,724 | +2.6% | 0.20% | +8.7% |
| MIY | Buy | BLACKROCK MUNIYLD MICH QLTY | $523,311 | +13.2% | 46,766 | +12.2% | 0.20% | +9.3% |
| FB | Sell | META PLATFORMS INCcl a | $496,575 | +59.8% | 2,343 | -9.3% | 0.19% | +54.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $478,304 | +6.6% | 2,523 | +3.1% | 0.18% | +3.4% |
| WM | Buy | WASTE MGMT INC DEL | $469,114 | +7.7% | 2,875 | +3.6% | 0.18% | +4.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $457,638 | -2.1% | 794 | -6.5% | 0.17% | -5.4% |
| CL | Sell | COLGATE PALMOLIVE CO | $447,669 | -22.6% | 5,957 | -18.8% | 0.17% | -25.1% |
| VEEV | Sell | VEEVA SYS INC CL A | $448,999 | -1.7% | 2,443 | -13.7% | 0.17% | -5.0% |
| NKE | NIKE INCcl b | $443,834 | +4.8% | 3,619 | 0.0% | 0.17% | +1.8% | |
| VOO | Buy | VANGUARD INDEX FDS | $441,241 | +7.3% | 1,173 | +0.3% | 0.17% | +3.7% |
| NVDA | New | NVIDIA CORPORATION | $424,710 | – | 1,529 | +100.0% | 0.16% | – |
| CAT | CATERPILLAR INC DEL | $415,113 | -4.5% | 1,814 | 0.0% | 0.16% | -7.6% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $404,883 | +1.1% | 2,431 | +0.5% | 0.15% | -1.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $401,232 | -2.9% | 1,397 | +4.3% | 0.15% | -6.2% |
| T | Buy | AT&T INC | $388,454 | +36.7% | 20,179 | +30.7% | 0.15% | +31.2% |
| SRCE | Buy | 1ST SOURCE CORP | $362,546 | +32.1% | 8,402 | +62.5% | 0.14% | +27.8% |
| SDY | SPDR SERIES TRs&p divid etf | $346,759 | -1.1% | 2,803 | 0.0% | 0.13% | -4.3% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $337,907 | +9.7% | 39,989 | -16.7% | 0.13% | +5.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $331,426 | -14.1% | 4,161 | +0.2% | 0.13% | -17.1% |
| ISTB | Sell | ISHARES TRcore 15 yr usd | $317,825 | -19.7% | 6,740 | -20.9% | 0.12% | -21.9% |
| ARCC | ARES CAPITAL CORP | $310,675 | -1.1% | 17,000 | 0.0% | 0.12% | -4.1% | |
| ELS | EQUITY LIFESTYLE PPTYS INC | $285,303 | +3.9% | 4,250 | 0.0% | 0.11% | 0.0% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $279,376 | -4.0% | 7,352 | 0.0% | 0.11% | -7.0% | |
| OKE | New | ONEOK INC NEW | $279,449 | – | 4,398 | +100.0% | 0.11% | – |
| ALL | New | ALLSTATE CORP | $274,920 | – | 2,481 | +100.0% | 0.10% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEXftse emr mkt etf | $273,192 | +4.4% | 6,762 | +0.7% | 0.10% | +1.0% |
| Sell | GXO LOGISTICS INCORPORATED | $272,282 | +13.0% | 5,396 | -4.4% | 0.10% | +8.4% | |
| PYPL | Sell | PAYPAL HLDGS INC | $270,878 | -8.5% | 3,567 | -14.2% | 0.10% | -11.2% |
| BLK | Sell | BLACKROCK INC | $268,317 | -31.0% | 401 | -27.0% | 0.10% | -33.3% |
| MDLZ | New | MONDELEZ INTL INCcl a | $266,121 | – | 3,817 | +100.0% | 0.10% | – |
| VFL | DELAWARE INVTS NATL MUN INCsh ben int | $264,477 | +2.9% | 24,787 | 0.0% | 0.10% | -1.0% | |
| IWM | ISHARES TRrussell 2000 etf | $255,112 | +2.3% | 1,430 | 0.0% | 0.10% | -1.0% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $252,770 | -15.2% | 2,778 | -11.5% | 0.10% | -17.9% |
| SPG | New | SIMON PPTY GRP INC NEW | $243,871 | – | 2,178 | +100.0% | 0.09% | – |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $241,332 | +1.7% | 1,332 | 0.0% | 0.09% | -1.1% | |
| CME | New | CME GROUP INC | $239,975 | – | 1,253 | +100.0% | 0.09% | – |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $232,671 | +9.6% | 2,231 | +7.8% | 0.09% | +6.0% |
| MMD | MAINSTAY MACKAY DEFINEDTERM | $225,940 | +8.2% | 13,000 | 0.0% | 0.09% | +4.9% | |
| WEC | Sell | WEC ENERGY GROUP INC | $227,488 | -5.2% | 2,400 | -6.2% | 0.09% | -8.5% |
| TEL | New | TE CONNECTIVITY LTD | $222,824 | – | 1,699 | +100.0% | 0.08% | – |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $209,993 | +3.6% | 8,564 | 0.0% | 0.08% | 0.0% | |
| GD | Buy | GENERAL DYNAMICS CORP | $211,984 | -7.8% | 929 | +0.3% | 0.08% | -11.1% |
| LEO | BNY MELLON STRATEGIC MUNI IN | $187,200 | +2.1% | 30,000 | 0.0% | 0.07% | -1.4% | |
| MMU | Sell | WESTERN ASSET MANAGED MUNS | $141,864 | -25.1% | 13,800 | -26.6% | 0.05% | -27.0% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $140,512 | -27.0% | 12,636 | -25.4% | 0.05% | -30.3% |
| MUI | BLACKROCK MUNI INTER DR FD | $128,480 | +3.1% | 11,000 | 0.0% | 0.05% | 0.0% | |
| NUV | NUVEEN MUN VALUE FD INC | $88,100 | +2.4% | 10,000 | 0.0% | 0.03% | -2.9% | |
| EVRG | Exit | EVERGY INC | $0 | – | -3,250 | -100.0% | -0.08% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,947 | -100.0% | -0.08% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -3,000 | -100.0% | -0.08% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,375 | -100.0% | -0.08% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -4,250 | -100.0% | -0.08% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,465 | -100.0% | -0.09% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -1,407 | -100.0% | -0.09% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -516 | -100.0% | -0.10% | – |
| INTU | Exit | INTUIT | $0 | – | -690 | -100.0% | -0.11% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,132 | -100.0% | -0.11% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,565 | -100.0% | -0.12% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,779 | -100.0% | -0.14% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -3,048 | -100.0% | -0.16% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -997 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-26
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 | 2024-04-30 |
| 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 |
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.