Simplicity Wealth »

Kadant shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Kadant (KAI) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Kadant

Tip: Access up to 7 years of quarterly data

All positions including Kadant held by Simplicity Wealth 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 Kadant by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $744k 2.3k 328.10

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Kadant

Daniel D. Thurber
Neuberger Berman Group
Vanguard Group
Chevy Chase Trust Holdings
Royce & Associates
Dimensional Fund Advisors
T. Rowe Price Associates
Brown Brothers Harriman & Co.
Riverbrige Partners
Handelsbanken Fonder AB
Brown Advisory Holdings Incorporated
Standard Life Aberdeen
Charles Schwab Investment Management
Goldman Sachs Group
Raymond James & Associates

View all funds holding Kadant