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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Spectrum Brands Holdings, Inc. (SPB)

NYSE - NYSE Delayed price. Currency in USD

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81.19

+0.68

(+0.84%)

At close: 04:00PM EDT

79.67

-1.52

(-1.87%)

After hours:

06:02PM EDT

Major holders

Currency in USD

3.22%	% of shares held by all insiders
104.04%	% of shares held by institutions
107.51%	% of float held by institutions
375	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	3,679,829	30 Dec 2023	12.16%	298,765,325
Allspring Global Investments Holdings, LLC	1,928,250	30 Mar 2024	6.37%	156,554,622
Invesco Ltd.	1,804,331	30 Dec 2023	5.96%	146,493,638
Blackrock Inc.	1,622,982	30 Dec 2023	5.36%	131,769,912
American Century Companies Inc	1,525,572	30 Dec 2023	5.04%	123,861,194
Dimensional Fund Advisors LP	1,349,426	30 Dec 2023	4.46%	109,559,900
Pzena Investment Management Llc	1,080,699	30 Dec 2023	3.57%	87,741,954
Cardinal Capital Management LLC	1,055,901	30 Dec 2023	3.49%	85,728,604
FMR, LLC	858,377	30 Dec 2023	2.84%	69,691,630
Alberta Investment Management Corp	748,700	30 Dec 2023	2.47%	60,786,954

Holder	Shares	Date reported	% out	Value
Allspring Special Small Cap Value Fund	1,384,587	28 Feb 2024	4.57%	112,414,621
American Century Small Cap Value Fund	1,205,000	30 Dec 2023	3.98%	97,833,952
Vanguard Total Stock Market Index Fund	1,090,084	30 Dec 2023	3.60%	88,503,922
Vanguard Small-Cap Index Fund	862,842	30 Dec 2023	2.85%	70,054,144
Invesco Small Cap Value Fd	813,159	30 Jan 2024	2.69%	66,020,381
Invesco Value Opportunities Fd	749,671	30 Jan 2024	2.48%	60,865,790
Vanguard Small Cap Value Index Fund	594,606	30 Dec 2023	1.96%	48,276,062
Vanguard Extended Market Index Fund	526,860	30 Dec 2023	1.74%	42,775,764
Vanguard Selected Value Fund	381,651	30 Jan 2024	1.26%	30,986,245
DFA U.S. Targeted Value Portfolio	277,004	30 Jan 2024	0.92%	22,489,955