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
마지막 업데이트
AUM
$490.07M보유
19ROI %
22.86%QoQ%
-1.87%평균 보유 기간
3y
SEC 제출
형식
이름
제출 날짜
보고서 날짜
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
21 8월 2024
30 6월 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 8월 2024
30 6월 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
16 5월 2024
31 3월 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
14 2월 2024
31 12월 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 11월 2023
30 9월 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 8월 2023
30 6월 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
15 5월 2023
31 3월 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 2월 2023
31 12월 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 11월 2022
30 9월 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
15 8월 2022
30 6월 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
16 5월 2022
31 3월 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 2월 2022
31 12월 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 11월 2021
30 9월 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
13 8월 2021
30 6월 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
17 5월 2021
31 3월 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 2월 2021
31 12월 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
13 11월 2020
30 9월 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
14 8월 2020
30 6월 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
15 5월 2020
31 3월 2020
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
14 2월 2020
31 12월 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 2월 2020
31 12월 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 11월 2019
30 9월 2019
