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
Son Güncelleme
Yönetim Altındaki Varlıklar
$490.07MHoldingler
19Getiri %
27.31%Çeyrekten Çeyreğe %
2.58%Ortalama Tutma Süresi
3y
SEC Başvuruları
Biçim
İsim
Dosyalama tarihi
Rapor Tarihi
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
21 Ağu 2024
30 Haz 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Ağu 2024
30 Haz 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
16 May 2024
31 Mar 2024
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Şub 2024
31 Ara 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Kas 2023
30 Eyl 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Ağu 2023
30 Haz 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
15 May 2023
31 Mar 2023
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Şub 2023
31 Ara 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Kas 2022
30 Eyl 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
15 Ağu 2022
30 Haz 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
16 May 2022
31 Mar 2022
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Şub 2022
31 Ara 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Kas 2021
30 Eyl 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Ağu 2021
30 Haz 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
17 May 2021
31 Mar 2021
13F-HR
Quarterly report filed by institutional managers, Holdings
12 Şub 2021
31 Ara 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
13 Kas 2020
30 Eyl 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Ağu 2020
30 Haz 2020
13F-HR
Quarterly report filed by institutional managers, Holdings
15 May 2020
31 Mar 2020
13F-HR/A
Quarterly report filed by institutional managers, Holdings. Amend.
14 Şub 2020
31 Ara 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Şub 2020
31 Ara 2019
13F-HR
Quarterly report filed by institutional managers, Holdings
14 Kas 2019
30 Eyl 2019
