| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 21 | Q3 2023 | 4.0% |
| VANGUARD WORLD FD | 21 | Q3 2023 | 3.3% |
| VANGUARD TAX MANAGED INTL FD | 21 | Q3 2023 | 4.1% |
| VANGUARD INDEX FDS | 21 | Q3 2023 | 2.1% |
| ISHARES TR | 21 | Q3 2023 | 2.4% |
| APPLE INC | 21 | Q3 2023 | 2.3% |
| ISHARES TR | 21 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 21 | Q3 2023 | 2.2% |
| VANGUARD CHARLOTTE FDS | 21 | Q3 2023 | 1.8% |
| VANGUARD INTL EQUITY INDEX F | 21 | Q3 2023 | 2.0% |
View CONCOURSE FINANCIAL GROUP SECURITIES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| MA-A | 2024-04-09 |
| X-17A-5 | 2024-03-01 |
| 13F-HR | 2024-02-07 |
| 13F-HR/A | 2023-10-30 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-10 |
| MA-I/A | 2023-07-05 |
| 13F-HR | 2023-05-15 |
| MA/A | 2023-02-01 |
| 13F-HR | 2023-01-30 |
View CONCOURSE FINANCIAL GROUP SECURITIES, INC.'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.