Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
136868231
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
11 Jun 21
N-CEN
Annual report (registered investment company)
10 Jun 20
N-CSR
Certified annual shareholder report (management investment company)
9 Jun 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Dec 19
N-PX
Annual report of proxy voting record
5 Aug 19
N-CEN
Annual report (registered investment company)
10 Jun 19
N-CSR
Certified annual shareholder report (management investment company)
5 Jun 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
10 Dec 18
N-PX
Annual report of proxy voting record
1 Aug 18
N-CSR
Certified annual shareholder report (management investment company)
7 Jun 18
Latest ownership filings
NPORT-P/A
Aquila Tax-Free Trust of Oregon (Sep 2020 report)
7 Dec 20
NPORT-P/A
Aquila Tax-Free Trust of Oregon (Jun 2020 report)
7 Dec 20
NPORT-P
Aquila Tax-Free Trust of Oregon (Sep 2020 report)
23 Nov 20
NPORT-P
Aquila Tax-Free Trust of Oregon (Jun 2020 report)
24 Aug 20
NPORT-P
Aquila Tax-Free Trust of Oregon (Mar 2020 report)
20 May 20
NPORT-P
Aquila Tax-Free Trust of Oregon (Dec 2019 report)
25 Feb 20
NPORT-P
Aquila Tax-Free Trust of Oregon (Sep 2019 report)
19 Nov 19
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Aquila Tax-Free Trust of Oregon | ORTCX, ORTFX, ORTYX, ORFFX | 1.01 | -0.42 | -0.11 | Nov 2024 | ||