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Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
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Most-Recent Filing: | ‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F — | 44 | |||||||
2/14/23 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 21 | ||||||
8/25/21 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 13 | ||||||
1/23/20 | OLD | 3 | Ownership: | Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3 OLD | 7 | ||||||
2/12/13 | OLD | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F OLD — | 62 | ||||||
Additional Exhibits: | |||||||||||
2/14/22 | OLD | EX-99 | Miscellaneous Exhibits, such as Press Releases OLD | 3 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 2,529 | of | 29,380 | $22,364,581 | Royal Bank of Canada | ||||||||
10/20/23 | 9/30/23 | NA | of | 199 | NA |
| My Legacy Advisors, LLC | |||||||
7/24/23 | 6/30/23 | 21 | of | 110 | $34 |
| WealthOne, LLC [ formerly Wealthpoint, LLC ] | |||||||
11/12/21 | 9/30/21 | 46 | of | 283 | $2 |
| Waverly Advisors, LLC [ formerly WA Asset Management, LLC ] | |||||||
7/28/20 | 6/30/20 | 28 | of | 219 | $54 |
| Matisse Capital | |||||||
10/29/15 | 9/30/15 | 851 | of | 1,648 | $8,735 |
| City National Bank |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 6 | |
2022 | 6 | |
2021 | 13 | |
2020 | 12 | |
2019 | 5 | |
2018 | 8 | |
2017 | 8 | |
2016 | 7 | |
2015 | 5 | |
2014 | 5 | |
2013 | 4 | |
2012 | 4 | |
2011 | 9 | |
2010 | 6 | |
2009 | 4 | |
2008 | 18 | |
2007 | 6 | |
2006 | 4 | |
2005 | 4 | |
2004 | 5 | |
2003 | 5 | |
2002 | 6 | |
2001 | 4 | |
2000 | 4 | |
1999 | 4 |