Financial reports
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Nov 23
N-CEN
Annual report (registered investment company)
14 Jun 23
N-CSR
Certified annual shareholder report (management investment company)
6 Jun 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Dec 22
N-CEN
Annual report (registered investment company)
10 Jun 22
N-CSR
Certified annual shareholder report (management investment company)
6 Jun 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Dec 21
N-CEN
Annual report (registered investment company)
4 Jun 21
N-CSR
Certified annual shareholder report (management investment company)
4 Jun 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Dec 20
Current reports
No filings
Registration and prospectus
No filings
Proxies
N-PX
Annual report of proxy voting record
24 Aug 23
N-PX
Annual report of proxy voting record
24 Aug 22
N-PX
Annual report of proxy voting record
17 Aug 21
N-PX
Annual report of proxy voting record
27 Aug 20
N-PX
Annual report of proxy voting record
15 Aug 19
N-PX
Annual report of proxy voting record
28 Aug 18
N-PX/A
Annual report of proxy voting record (amended)
9 Nov 17
N-PX
Annual report of proxy voting record
16 Aug 17
DEF 14A
Definitive proxy
10 May 17
N-PX
Annual report of proxy voting record
25 Aug 16
Ownership
NPORT-P
Plumb Balanced Fund (Dec 2023 report)
22 Feb 24
NPORT-P
Plumb Equity Fund (Dec 2023 report)
22 Feb 24
NPORT-P
Plumb Balanced Fund (Sep 2023 report)
21 Nov 23
NPORT-P
Plumb Equity Fund (Sep 2023 report)
21 Nov 23
NPORT-P
Plumb Balanced Fund (Jun 2023 report)
9 Aug 23
NPORT-P
Plumb Equity Fund (Jun 2023 report)
9 Aug 23
NPORT-P
Plumb Balanced Fund (Mar 2023 report)
16 May 23
NPORT-P
Plumb Equity Fund (Mar 2023 report)
16 May 23
NPORT-P
Plumb Balanced Fund (Dec 2022 report)
21 Feb 23
NPORT-P
Plumb Equity Fund (Dec 2022 report)
21 Feb 23