Notify me when CONTINENTAL INVESTORS SERVICES, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 72 | $77,540,213 | +$12,636,594 | -$3,122,311 | +$9,514,283 | ZECP, AGG, TSLA, SMIZ, QUIZ | 13F-HR | 23 Feb 2026, 07:05 |
| Q3 2025 | 72 | $67,382,468 | +$10,208,863 | -$2,567,574 | +$7,641,289 | ZECP, AGG, TSLA, VTI, IVV | 13F-HR | 05 Nov 2025, 21:03 |
| Q2 2025 | 62 | $55,630,561 | +$2,498,058 | -$1,726,007 | +$772,051 | ZECP, AGG, TSLA, VTI, IVV | 13F-HR | 04 Aug 2025, 17:17 |
| Q1 2025 | 62 | $50,132,511 | +$3,227,981 | -$1,480,366 | +$1,747,615 | AGG, ZECP, TSLA, VTI, VEU | 13F-HR | 15 May 2025, 15:10 |
| Q4 2024 | 62 | $49,889,835 | +$2,122,049 | -$2,557,575 | -$435,526 | TSLA, AGG, VTI, ZECP, VEU | 13F-HR | 11 Feb 2025, 14:26 |
| Q3 2024 | 64 | $48,671,366 | +$2,918,250 | -$1,663,596 | +$1,254,654 | AGG, TSLA, VTI, VEU, IVV | 13F-HR | 18 Nov 2024, 13:11 |
| Q2 2024 | 61 | $44,914,479 | +$3,539,590 | -$1,533,344 | +$2,006,246 | AGG, VTI, VEU, IVV, TSLA | 13F-HR | 14 Aug 2024, 10:45 |
| Q1 2024 | 59 | $42,218,008 | +$4,437,509 | -$632,789 | +$3,804,720 | AGG, VTI, VEU, IVV, BND | 13F-HR | 10 May 2024, 16:54 |
| Q4 2023 | 54 | $38,498,757 | +$3,102,359 | -$255,106 | +$2,847,253 | VTI, TSLA, VEU, AGG, IVV | 13F-HR | 13 Feb 2024, 18:15 |
| Q3 2023 | 44 | $33,019,079 | +$1,111,088 | -$49,002,776 | -$47,891,688 | TSLA, VTI, VEU, AGG, IVV | 13F-HR | 13 Nov 2023, 16:35 |
| Q2 2023 | 64 | $84,434,573 | +$47,319,094 | -$488,030 | +$46,831,064 | VTI, BND, TSLA, VXUS, VEU | 13F-HR | 10 Aug 2023, 15:30 |
| Q1 2023 | 39 | $35,313,727 | +$941,661 | -$331,533 | +$610,128 | VTI, BND, VXUS, VEU, TSLA | 13F-HR | 27 Apr 2023, 13:47 |
| Q4 2022 | 36 | $32,120,558 | +$308,599 | -$1,279,698 | -$971,099 | VTI, BND, VXUS, VEU, AGG | 13F-HR | 28 Feb 2023, 15:18 |
| Q3 2022 | 36 | $33,426,000 | +$3,553,025 | -$675,965 | +$2,877,060 | VTI, TSLA, BND, VXUS, AGG | Restatement | 15 Dec 2022, 15:01 |
| Q2 2022 | 39 | $34,226,000 | +$6,763,852 | -$2,015,104 | +$4,748,748 | VTI, BND, TSLA, VXUS, AGG | 13F-HR | 17 Aug 2022, 16:52 |
| Q1 2022 | 49 | $34,514,000 | +$247,223 | -$1,495,563 | -$1,248,340 | TSLA, VTI, VEU, BND, IVV | 13F-HR | 13 Jun 2022, 14:09 |
| Q4 2021 | 47 | $35,414,000 | $0 | $0 | $0 | TSLA, VEU, VTI, AGG, BND | 13F-HR | 13 Jun 2022, 14:07 |
| Q3 2021 | 0 | $0 | 13F-NT | 15 Nov 2021, 11:48 |