| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q2 2020 | 29 |
| LMCG INVESTMENTS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
| BOSTON FINANCIAL MANGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
| Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
| TOWER BRIDGE ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
| Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
This page lists all the filers that currently own Longleaf Partners Small-Cap or have owned Longleaf Partners Small-Cap in the past.