$37.5 Million is the total value of CONTINENTAL INVESTORS SERVICES, INC.'s 47 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-06-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 8 | Q3 2023 | 13.2% |
TESLA INC | 8 | Q3 2023 | 14.0% |
VANGUARD BD INDEX FDS | 8 | Q3 2023 | 10.4% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 7.3% |
VANGUARD STAR FDS | 8 | Q3 2023 | 8.5% |
ISHARES TR | 8 | Q3 2023 | 7.1% |
ISHARES TR | 8 | Q3 2023 | 6.6% |
VANGUARD CHARLOTTE FDS | 8 | Q3 2023 | 5.2% |
ISHARES TR | 8 | Q3 2023 | 3.5% |
APPLE INC | 8 | Q3 2023 | 3.7% |
View CONTINENTAL INVESTORS SERVICES, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
X-17A-5 | 2023-11-30 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-28 |
13F-HR/A | 2022-12-15 |
13F-HR | 2022-11-22 |
X-17A-5 | 2022-09-01 |
13F-HR | 2022-08-17 |
View CONTINENTAL INVESTORS SERVICES, 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.