David Rolfe
Wedgewood Partners Inc
·
CIK
859804
Investor and portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with strong competitive advantages.
13 Aug 2024
Pembaruan Terakhir
AUM
$490.07MSaham
19ROI %
27.31%QoQ%
2.58%Rata-rata Periode Kepemilikan
3y
Pengajuan SEC
Membentuk
Nama
Tanggal Pengarsipan
Tanggal Laporan
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
21 Agt 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Agt 2024
30 Jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
16 Mei 2024
31 Mar 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Feb 2024
31 Des 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Nov 2023
30 Sep 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Agt 2023
30 Jun 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
15 Mei 2023
31 Mar 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Feb 2023
31 Des 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Nov 2022
30 Sep 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
15 Agt 2022
30 Jun 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
16 Mei 2022
31 Mar 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Feb 2022
31 Des 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Nov 2021
30 Sep 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Agt 2021
30 Jun 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
17 Mei 2021
31 Mar 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Feb 2021
31 Des 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Nov 2020
30 Sep 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Agt 2020
30 Jun 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
15 Mei 2020
31 Mar 2020
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
14 Feb 2020
31 Des 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Feb 2020
31 Des 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Nov 2019
30 Sep 2019
