|
Q1 2025
|
415 |
1,652,957 |
IWY, AAPL, IWR, MSFT
|
13F-HR
|
5/5/2025 |
000110465925044480 |
|
Q4 2024
|
425 |
1,718,289 |
IWY, AAPL, IWR, MSFT
|
13F-HR
|
2/7/2025 |
000110465925010353 |
|
Q3 2024
|
439 |
1,721,218 |
IWY, AAPL, IWR, ERIE
|
13F-HR
|
11/14/2024 |
000110465924118728 |
|
Q2 2024
|
435 |
1,604,002 |
IWR, IWY, AAPL, MSFT
|
13F-HR
|
7/24/2024 |
000110465924082231 |
|
Q1 2024
|
276 |
1,186,895 |
IWR, IWY, ERIE, AAPL
|
13F-HR
|
4/16/2024 |
000110465924047535 |
|
Q4 2023
|
277 |
1,079,010 |
IWR, IWY, ERIE, AAPL
|
13F-HR
|
1/19/2024 |
000110465924005024 |
|
Q3 2023
|
272 |
975,821 |
IWR, IWY, ERIE, AAPL
|
13F-HR
|
10/20/2023 |
000110465923110318 |
|
Q2 2023
|
274 |
1,002,967 |
IWR, IWY, AAPL, JEPI
|
13F-HR
|
7/11/2023 |
000110465923079965 |
|
Q1 2023
|
275 |
961,170 |
IWR, IWY, AAPL, JEPI
|
13F-HR
|
5/8/2023 |
000110465923057024 |
|
Q4 2022
|
250 |
934,474 |
IWR, IWY, ERIE, JEPI
|
13F-HR
|
2/9/2023 |
000110465923014982 |
|
Q3 2022
|
246 |
871,071 |
IWR, IWY, AAPL, ERIE
|
13F-HR
|
10/25/2022 |
000110465922111210 |
|
Q2 2022
|
256 |
978,091 |
IWR, IWY, AAPL, MSFT
|
13F-HR
|
7/21/2022 |
000110465922081414 |
|
Q1 2022
|
256 |
1,142,328 |
IWY, IWR, AAPL, MSFT
|
13F-HR
|
4/26/2022 |
000110465922050061 |
|
Q4 2021
|
260 |
1,179,506 |
IWY, IWR, AAPL, MSFT
|
13F-HR
|
1/19/2022 |
000110465922005482 |
|
Q3 2021
|
264 |
1,062,412 |
IWY, IWR, AAPL, MSFT
|
13F-HR
|
10/26/2021 |
000110465921129810 |
|
Q2 2021
|
267 |
1,035,257 |
IWY, IWR, AAPL, MSFT
|
13F-HR
|
7/26/2021 |
000110465921095687 |
|
Q1 2021
|
257 |
979,318 |
IWY, IWR, AAPL, MSFT
|
13F-HR
|
5/4/2021 |
000110465921060857 |
|
Q4 2020
|
301 |
963,015 |
IWY, IWR, AAPL, ERIE
|
13F-HR
|
2/1/2021 |
000110465921010087 |
|
Q3 2020
|
286 |
859,005 |
IWY, AAPL, IWR, ERIE
|
13F-HR
|
10/16/2020 |
000110465920115491 |
|
Q2 2020
|
273 |
802,714 |
IWY, AAPL, IWR, ERIE
|
13F-HR
|
7/15/2020 |
000110465920083592 |
|
Q1 2020
|
260 |
685,527 |
IWY, BIL, IJH, AAPL
|
13F-HR
|
4/10/2020 |
000110465920045365 |
|
Q4 2019
|
324 |
780,058 |
IWY, IJH, AAPL, ERIE
|
13F-HR
|
1/14/2020 |
000110465920003651 |
|
Q3 2019
|
327 |
747,240 |
IWY, IJH, ERIE, AAPL
|
13F-HR
|
10/17/2019 |
000110465919054589 |
|
Q2 2019
|
344 |
744,493 |
ISHARES TR, ERIE, AAPL, MSFT
|
13F-HR
|
7/23/2019 |
000114420419035493 |
|
Q1 2019
|
133 |
361,163 |
ERIE, IWY, IJH, USRT
|
13F-HR
|
4/10/2019 |
000114420419018985 |
|
Q4 2018
|
126 |
306,754 |
ERIE, HEARTSONG INVESTING LIMITED, TLT, IWY
|
13F-HR
|
1/14/2019 |
000114420419001511 |
|
Q3 2018
|
134 |
331,522 |
ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED
|
13F-HR
|
10/11/2018 |
000114420418053312 |
|
Q2 2018
|
127 |
307,495 |
ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED
|
13F-HR
|
7/12/2018 |
000114420418038053 |
|
Q1 2018
|
133 |
323,320 |
ERIE, AAPL, HEARTSONG INVESTING LIMITED, XOM
|
13F-HR
|
4/11/2018 |
000114420418020067 |
|
Q4 2017
|
135 |
323,132 |
ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED
|
13F-HR
|
1/10/2018 |
000114420418001665 |
|
Q3 2017
|
145 |
297,144 |
XOM, HEARTSONG INVESTING LIMITED, CVX, AAPL
|
13F-HR
|
10/13/2017 |
000114420417052349 |
|
Q2 2017
|
139 |
289,055 |
HEARTSONG INVESTING LIMITED, XOM, JNJ, AAPL
|
13F-HR
|
7/12/2017 |
000114420417036496 |
|
Q1 2017
|
133 |
280,243 |
HEARTSONG INVESTING LIMITED, XOM, AAPL, CVX
|
13F-HR
|
4/10/2017 |
000114420417019871 |
|
Q4 2016
|
136 |
268,911 |
XOM, HEARTSONG INVESTING LIMITED, CVX, AUB
|
13F-HR
|
1/10/2017 |
000114420417001490 |
|
Q3 2016
|
137 |
262,280 |
XOM, FAMILY INVESTMENTS #1 LIM, CVX, T
|
13F-HR
|
10/14/2016 |
000114420416128106 |
|
Q2 2016
|
139 |
259,691 |
XOM, FAMILY INVESTMENTS #1 LIMITE, T, CVX
|
13F-HR
|
7/14/2016 |
000114420416112940 |
|
Q1 2016
|
136 |
240,853 |
XOM, FAMILY INVESTMENTS #1 LIMITE, T, CVX
|
13F-HR
|
4/8/2016 |
000114420416093418 |
|
Q4 2015
|
138 |
227,856 |
FAMILY INVESTMENTS #1 LIMITE, XOM, JNJ, T
|
13F-HR
|
1/11/2016 |
000114420416075016 |
|
Q3 2015
|
139 |
215,409 |
FAMILY INVESTMENTS #1 LIMITE, XOM, AEA, LLC, AUB
|
13F-HR
|
10/28/2015 |
000114420415061105 |
|
Q2 2015
|
124 |
211,530 |
FAMILY INVESTMENTS #1 LIMITE, XOM, AEA, LLC, T
|
13F-HR
|
7/29/2015 |
000114420415044725 |
|
Q1 2015
|
129 |
217,216 |
FAMILY INVESTMENTS #1 LIMITE, XOM, AMJ, AEA, LLC
|
13F-HR
|
4/24/2015 |
000114420415024815 |
|
Q4 2014
|
127 |
224,700 |
XOM, FAMILY INVESTMENTS #1 LIMITE, AMJ, AUB
|
13F-HR
|
1/9/2015 |
000114420415001490 |
|
Q3 2014
|
134 |
213,402 |
FAMILY INVESTMENTS #1 LIMITE, XOM, AMJ, AUB
|
13F-HR
|
10/24/2014 |
000114420414062723 |
|
Q2 2014
|
127 |
214,507 |
FAMILY INVESTMENTS #1 LIMITE, AMJ, XOM, AUB
|
13F-HR
|
8/5/2014 |
000114420414046929 |
|
Q1 2014
|
267 |
217,910 |
FAMILY INVESTMENTS #1 LIMITE, AMJ, XOM, STELLARONE CORP
|
RESTATEMENT
|
8/5/2014 |
000114420414046927 |