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 ago 2024
Última Atualização
AUM
$490.07MParticipações
19ROI %
27.31%QoQ%
2.58%Período Médio de Detenção
3y
Arquivos da SEC
Forma
Nome
Data para arquivamento
Data do relatório
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
21 ago 2024
30 jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 ago 2024
30 jun 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
16 mai 2024
31 mar 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
14 fev 2024
31 dez 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 nov 2023
30 set 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 ago 2023
30 jun 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
15 mai 2023
31 mar 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 fev 2023
31 dez 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 nov 2022
30 set 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
15 ago 2022
30 jun 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
16 mai 2022
31 mar 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 fev 2022
31 dez 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 nov 2021
30 set 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
13 ago 2021
30 jun 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
17 mai 2021
31 mar 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 fev 2021
31 dez 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
13 nov 2020
30 set 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
14 ago 2020
30 jun 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
15 mai 2020
31 mar 2020
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
14 fev 2020
31 dez 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 fev 2020
31 dez 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 nov 2019
30 set 2019
