|
Q4 2023
|
240 |
3,016,526 |
AAPL, BRK-A, MSFT, IJH
|
13F-HR
|
1/23/2024 |
000100729524000001 |
|
Q3 2023
|
233 |
2,815,036 |
BRK-A, AAPL, MSFT, IJH
|
13F-HR
|
10/24/2023 |
000100729523000005 |
|
Q2 2023
|
241 |
2,980,504 |
AAPL, BRK-A, MSFT, IJH
|
13F-HR
|
7/7/2023 |
000100729523000004 |
|
Q1 2023
|
247 |
2,820,046 |
AAPL, MSFT, BRK-A, IJH
|
13F-HR
|
4/28/2023 |
000100729523000003 |
|
Q4 2022
|
250 |
2,722,827 |
AAPL, BRK-A, IJH, MSFT
|
13F-HR
|
2/13/2023 |
000100729523000002 |
|
Q3 2022
|
253 |
2,593,746 |
AAPL, BRK-A, IJH, MSFT
|
13F-HR
|
10/21/2022 |
000100729522000005 |
|
Q2 2022
|
253 |
2,748,957 |
AAPL, BRK-A, MSFT, IJH
|
13F-HR
|
7/12/2022 |
000100729522000004 |
|
Q1 2022
|
258 |
3,235,950 |
AAPL, BRK-A, MSFT, IJH
|
13F-HR
|
4/8/2022 |
000100729522000003 |
|
Q4 2021
|
263 |
3,418,208 |
AAPL, MSFT, BRIDGES INVESTMENT FUND INC, BRK-A
|
13F-HR
|
1/31/2022 |
000100729522000002 |
|
Q3 2021
|
262 |
3,179,516 |
AAPL, BRIDGES INVESTMENT FUND INC, MSFT, IJH
|
13F-HR
|
11/12/2021 |
000100729521000005 |
|
Q2 2021
|
268 |
3,362,938 |
AAPL, BRIDGES INVESTMENT FUND INC, MSFT, IJH
|
13F-HR
|
7/19/2021 |
000100729521000004 |
|
Q1 2021
|
260 |
3,420,558 |
AAPL, BRIDGES INVESTMENT FUND INC, MSFT, AMZN
|
13F-HR
|
5/5/2021 |
000100729521000003 |
|
Q4 2020
|
264 |
3,249,570 |
AAPL, BRIDGES INVESTMENT FUND INC, AMZN, MSFT
|
13F-HR
|
2/12/2021 |
000100729521000002 |
|
Q3 2020
|
264 |
2,955,679 |
AAPL, BRIDGES INVESTMENT FUND INC, AMZN, MSFT
|
13F-HR
|
11/12/2020 |
000100729520000005 |
|
Q2 2020
|
269 |
2,743,027 |
AAPL, BRIDGES INVESTMENT FUND INC CO, MSFT, AMZN
|
13F-HR
|
8/10/2020 |
000100729520000004 |
|
Q1 2020
|
265 |
2,211,975 |
AAPL, MSFT, BRK-A, AMZN
|
13F-HR
|
5/12/2020 |
000100729520000002 |
|
Q4 2019
|
321 |
2,696,527 |
AAPL, IJH, BRK-A, MA
|
13F-HR
|
2/18/2020 |
000100729520000001 |
|
Q3 2019
|
462 |
2,621,530 |
AAPL, BRK-A, IJH, IJR
|
13F-HR
|
11/12/2019 |
000100729519000004 |
|
Q2 2019
|
464 |
2,610,980 |
AAPL, BRK-A, IJH, IJR
|
13F-HR
|
8/7/2019 |
000100729519000003 |
|
Q1 2019
|
379 |
2,450,884 |
AAPL, BRK-A, IJH, IJR
|
13F-HR
|
5/1/2019 |
000100729519000002 |
|
Q4 2018
|
381 |
2,127,752 |
BRK-A, AAPL, IJH, UNP
|
13F-HR
|
2/11/2019 |
000100729519000001 |
|
Q3 2018
|
305 |
2,023,113 |
BRK-A, AAPL, IJH, UNP
|
13F-HR
|
11/15/2018 |
000100729518000005 |
|
Q2 2018
|
297 |
2,223,834 |
WESTWOOD INCOME OPPORTUNITY -, BRK-A, AAPL, IJH
|
13F-HR
|
8/15/2018 |
000100729518000003 |
|
Q1 2018
|
281 |
2,174,816 |
WESTWOOD INCOME OPPORTUNITY -, BRK-A, WESTWOOD GLOBAL EQUITY - PT CO, AAPL
|
13F-HR
|
4/25/2018 |
000100729518000002 |
|
Q4 2017
|
223 |
1,242,280 |
BRK-A, AAPL, IJH, VEU
|
13F-HR
|
2/9/2018 |
000100729518000001 |
|
Q3 2017
|
173 |
1,055,765 |
BRK-A, AAPL, IJH, FINN
|
NEW HOLDINGS
|
10/5/2017 |
000100729517000005 |
|
Q3 2017
|
144 |
778,435 |
BRK-A, FINN, IJH, IWF
|
13F-HR
|
10/2/2017 |
000100729517000004 |
|
Q2 2017
|
145 |
745,690 |
BRK-A, FINN, IJH, IWF
|
13F-HR
|
7/21/2017 |
000100729517000003 |
|
Q1 2017
|
141 |
724,269 |
BRK-A, FINN, IJH, IWF
|
13F-HR
|
4/5/2017 |
000100729517000002 |
|
Q4 2016
|
147 |
705,073 |
BRK-A, FINN, IWF, IJH
|
13F-HR
|
1/10/2017 |
000100729517000001 |
|
Q3 2016
|
147 |
600,338 |
FINN, IWF, BRK-A, IJH
|
RESTATEMENT
|
10/24/2016 |
000100729516000009 |
|
Q2 2016
|
146 |
578,574 |
FINN, IWF, BRK-A, IJH
|
RESTATEMENT
|
10/24/2016 |
000100729516000010 |
|
Q1 2016
|
142 |
550,282 |
FINN, BRK-A, IWF, AAPL
|
RESTATEMENT
|
10/24/2016 |
000100729516000011 |
|
Q4 2015
|
146 |
559,643 |
BRK-A, FINN, IWF, AAPL
|
13F-HR
|
1/13/2016 |
000100729516000005 |
|
Q3 2015
|
137 |
576,630 |
BRK-A, FINN, IWF, AAPL
|
13F-HR
|
11/2/2015 |
000100729515000004 |
|
Q2 2015
|
137 |
576,630 |
BRK-A, FINN, IWF, AAPL
|
13F-HR
|
7/21/2015 |
000100729515000003 |
|
Q1 2015
|
142 |
571,411 |
BRK-A, FINN, IWF, AAPL
|
13F-HR
|
4/24/2015 |
000100729515000002 |
|
Q4 2014
|
136 |
564,359 |
BRK-A, FINN, IWF, AAPL
|
13F-HR
|
2/4/2015 |
000100729515000001 |
|
Q3 2014
|
137 |
533,438 |
BRK-A, FINN, IWF, IWD
|
13F-HR
|
10/21/2014 |
000100729514000004 |
|
Q2 2014
|
133 |
524,536 |
BRK-A, FINN, IWF, IWD
|
13F-HR
|
7/14/2014 |
000100729514000003 |
|
Q1 2014
|
126 |
478,959 |
BRK-A, FINN, IWF, IWD
|
13F-HR
|
5/6/2014 |
000100729514000002 |
|
Q4 2013
|
126 |
444,124 |
BRK-A, FINN, IWF, IWD
|
13F-HR
|
1/31/2014 |
000100729514000001 |