Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Nov 23
N-PX
Annual report of proxy voting record
24 Aug 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-PX
Annual report of proxy voting record
24 Aug 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-PX
Annual report of proxy voting record
17 Aug 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
N-PX
Annual report of proxy voting record
27 Aug 20
CORRESP
Correspondence with SEC
24 Jul 20
N-CEN/A
Annual report (registered investment company) (amended)
10 Jul 20
N-CEN
Annual report (registered investment company)
12 Jun 20
N-CSR
Certified annual shareholder report (management investment company)
2 Jun 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Dec 19
N-PX
Annual report of proxy voting record
15 Aug 19
N-CEN
Annual report (registered investment company)
14 Jun 19
N-CSR
Certified annual shareholder report (management investment company)
7 Jun 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
10 Dec 18
N-PX
Annual report of proxy voting record
28 Aug 18
N-CSR
Certified annual shareholder report (management investment company)
8 Jun 18
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Dec 17
N-PX/A
Annual report of proxy voting record (amended)
9 Nov 17
N-PX
Annual report of proxy voting record
16 Aug 17
N-CSR
Certified annual shareholder report (management investment company)
30 May 17
DEF 14A
Definitive proxy
10 May 17
N-CSRS
Certified semi-annual shareholder report (management investment company)
29 Nov 16
N-PX
Annual report of proxy voting record
25 Aug 16
N-CSR
Certified annual shareholder report (management investment company)
25 May 16
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Nov 15
N-PX
Annual report of proxy voting record
21 Aug 15
N-CSR
Certified annual shareholder report (management investment company)
3 Jun 15
N-CSRS
Certified semi-annual shareholder report (management investment company)
1 Dec 14
N-PX
Annual report of proxy voting record
20 Aug 14
N-CSR
Certified annual shareholder report (management investment company)
29 May 14
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Nov 13
Latest ownership filings
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
NPORT-P
Plumb Balanced Fund (Sep 2022 report)
28 Nov 22
NPORT-P
Plumb Equity Fund (Sep 2022 report)
28 Nov 22
NPORT-P
Plumb Equity Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Plumb Balanced Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Plumb Balanced Fund (Mar 2022 report)
25 May 22
NPORT-P
Plumb Equity Fund (Mar 2022 report)
25 May 22
NPORT-P
Plumb Equity Fund (Dec 2021 report)
23 Feb 22
NPORT-P
Plumb Balanced Fund (Dec 2021 report)
23 Feb 22
NPORT-P
Plumb Equity Fund (Sep 2021 report)
23 Nov 21
NPORT-P
Plumb Balanced Fund (Sep 2021 report)
23 Nov 21
NPORT-P
Plumb Equity Fund (Jun 2021 report)
13 Aug 21
NPORT-P
Plumb Balanced Fund (Jun 2021 report)
13 Aug 21
NPORT-P
Plumb Balanced Fund (Mar 2021 report)
25 May 21
NPORT-P
Plumb Equity Fund (Mar 2021 report)
25 May 21
NPORT-P
Plumb Equity Fund (Dec 2020 report)
10 Feb 21
NPORT-P
Plumb Balanced Fund (Dec 2020 report)
10 Feb 21
NPORT-P
Plumb Equity Fund (Sep 2020 report)
19 Nov 20
NPORT-P
Plumb Balanced Fund (Sep 2020 report)
19 Nov 20
NPORT-P
Plumb Equity Fund (Jun 2020 report)
20 Aug 20
NPORT-P
Plumb Balanced Fund (Jun 2020 report)
20 Aug 20
NPORT-P
Plumb Equity Fund (Mar 2020 report)
21 May 20
NPORT-P
Plumb Balanced Fund (Mar 2020 report)
21 May 20