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Strategic Advisers LLC 
 MA
  SEC # 1026420


        
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147  SEC Filings
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  from  2/14/00  to  2/13/24  (2 Months Ago)

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  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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Filings
involving  Strategic Advisers LLC 

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Forms
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, Documents
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& Exhibits
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 in  147 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/13/2413F-NTOwnership:  Quarterly Holdings Notices by Money Managers — Form 13F — Assets Under Management
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121
9/30/21 OLD40-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies  OLD 18
10/19/12 OLDCORRESPComment:  Comment-Response or Other Letter to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC
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1
5/13/11 OLDAPP WDRegistration:  Withdrawals of Applications for Exemption Orders and Other Relief  OLD 3
10/16/06 OLD40-6CRegistration:  Applications for Exemptions and Other Relief by Investment Companies  OLD 4

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9/30/21 OLDGRAPHICPhotos, Images and Graphs  OLD 14

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


2 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/13/2412/31/23  3,863 of 13,994  $167,156,034  
 MA
 
FMR LLC
2/10/2312/31/22  NA of 658  NA  
 MA
 
GW&K Investment Management, LLC


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 1
2023 4
2022 4
2021 5
2020 6
2019 4
2018 4
2017 4
2016 4
2015 4
2014 4
2013 6
2012 10
2011 8
2010 6
2009 7
2008 11
2007 7
2006 11
2005 7
2004 8
2003 8
2002 6
2001 4
2000 4

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