| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 7 | Q3 2023 | 13.5% |
| AMAZON COM INC COM | 7 | Q3 2023 | 5.2% |
| SPDR SER TR BLOOMBERG 1-3 MO | 7 | Q3 2023 | 5.8% |
| COSTCO WHSL CORP NEW COM | 7 | Q3 2023 | 3.4% |
| Alphabet Inc Class A | 7 | Q3 2023 | 3.2% |
| MICROSOFT CORP COM | 7 | Q3 2023 | 2.7% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 7 | Q3 2023 | 2.0% |
| NVIDIA CORPORATION COM | 7 | Q3 2023 | 2.8% |
| VISA INC COM CL A | 7 | Q3 2023 | 1.8% |
| Spdr S&p 500 Etf Trust | 7 | Q3 2023 | 3.1% |
View L.M. KOHN & COMPANY's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-09 |
| X-17A-5 | 2023-11-28 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-25 |
View L.M. KOHN & COMPANY'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.