SEC Info℠ | Home | Search | My Interests | Help | Sign In | Please Sign In | ||||||||||||||||||||
VA |
Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
---|---|---|---|
Most-Recent Filing: | ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/7/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 103 | |||||||
2/9/18 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 110 | ||||||
Form-Specific Documents: | |||||||||||
2/7/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 45 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 17 | of | 511 | $6,876 |
| Personal Cfo Solutions, LLC | |||||||
4/25/23 | 3/31/23 | NA | of | 5 | NA |
| Nationwide Fund Advisors | |||||||
5/14/19 | 3/31/19 | 85 | of | 19,228 | $11 |
| Bank of New York Mellon Corp. |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 5 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 5 | |
2017 | 11 | |
2016 | 14 | |
2015 | 11 | |
2014 | 7 | |
2013 | 9 | |
2012 | 13 | |
2011 | 21 | |
2010 | 19 | |
2009 | 12 | |
2008 | 12 | |
2007 | 16 | |
2006 | 9 | |
2005 | 5 | |
2004 | 5 | |
2003 | 4 | |
2002 | 4 | |
2001 | 5 | |
2000 | 4 | |
1999 | 3 | |
1998 | 2 |