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List All Filings | or | ||
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Most-Recent Filing: | ‘SC 13G’ — Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
2/12/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 661 | ||||||||
2/9/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 120 | ||||||||
8/11/17 | OLD | 40-APP | Registration: | Application for an Exemption Order or Other Relief by an Investment Company OLD | 1 | |||||||
1/21/14 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 12 | |||||||
Form-Specific Documents: | ||||||||||||
2/9/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 48 | |||||||||
Additional Exhibits: | ||||||||||||
10/27/00 | OLD | EX-99 | Miscellaneous Exhibits, such as Press Releases OLD | 4 | ||||||||
Graphics: | ||||||||||||
12/13/13 | OLD | GRAPHIC | Photos, Images and Graphs OLD | 2 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 30 | of | 3,250 | $11,450 |
| Oppenheimer Asset Management Inc. | |||||||
11/6/23 | 9/30/23 | 26 | of | 1,421 | $1 |
| Schechter Investment Advisors, LLC | |||||||
5/15/20 | 3/31/20 | NA | of | 1,246 | NA |
| CIBC Private Wealth Group, LLC | |||||||
1/29/20 | 12/31/19 | 2 | of | 1,278 | $0 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] | |||||||
11/15/19 | 9/30/19 | 16 | of | 422 | $19 |
| Integrated Wealth Concepts LLC | |||||||
8/16/19 | 6/30/19 | 9 | of | 2,236 | $58 |
| United Services Automobile Association | |||||||
8/3/16 | 6/30/16 | 9 | of | 546 | $0 |
| RMB Capital Management, LLC | |||||||
5/10/16 | 3/31/16 | 2 | of | 162 | $0 |
| ArchPoint Investors [ formerly Botty Investors LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 12 | |
2023 | 14 | |
2022 | 13 | |
2021 | 10 | |
2020 | 13 | |
2019 | 15 | |
2018 | 17 | |
2017 | 16 | |
2016 | 15 | |
2015 | 11 | |
2014 | 10 | |
2013 | 16 | |
2012 | 10 | |
2011 | 11 | |
2010 | 26 | |
2009 | 44 | |
2008 | 61 | |
2007 | 73 | |
2006 | 87 | |
2005 | 73 | |
2004 | 69 | |
2003 | 56 | |
2002 | 57 | |
2001 | 38 | |
2000 | 23 | |
1999 | 4 |