Comprehensive Portfolio Management »

Investar Holding shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Investar Holding

Tip: Access up to 7 years of quarterly data

All positions including Investar Holding held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investar Holding by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $176k 11k 16.36

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Investar Holding

Fourthstone
Vanguard Group
Sandler O'Neill Asset Management
Royce & Associates
Alliancebernstein
Dimensional Fund Advisors
Franklin Resources
Hotchkis and Wiley Capital Management
Kennedy Capital Management
BlackRock
Wellington Management Company
Russell Investments
Susquehanna International
Green Square Capital
Empowered Funds

View all funds holding Investar Holding