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List All Filings | or | ||
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Most-Recent Filing: | ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 3/31/21 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
5/10/21 | OLD | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F OLD — | 100 | ||||||
1/30/08 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 2 | ||||||
Form-Specific Documents: | |||||||||||
5/10/21 | OLD | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F OLD — | 32 | |||||||
Additional Exhibits: | |||||||||||
1/23/07 | OLD | EX-99 | Miscellaneous Exhibit OLD | 1 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | 12/31/23 | 13 | of | 7,468 | $88 |
| Advisory Services Network, LLC | |||||||
1/30/24 | 12/31/23 | 37 | of | 657 | $301,540 |
| Dakota Wealth Management | |||||||
1/30/24 | 12/31/23 | 41 | of | 1,036 | $5,288 |
| Beverly Hills Private Wealth, LLC | |||||||
1/22/24 | 12/31/23 | 17 | of | 283 | $1,463 |
| SNS Financial Group, LLC | |||||||
8/10/23 | 6/30/23 | NA | of | 1,752 | NA |
| Cary Street Partners Investment Advisory LLC [ formerly Cary Street Partner Investment Advisory LLC ] | |||||||
10/19/21 | 9/30/21 | NA | of | 69 | NA |
| Brouwer & Janachowski, LLC | |||||||
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC |
Year | # of Filings | |
---|---|---|
2021 | 2 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 5 | |
2011 | 4 | |
2010 | 14 | |
2009 | 4 | |
2008 | 5 | |
2007 | 5 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 | |
2002 | 4 | |
2001 | 5 | |
2000 | 3 | |
1999 | 3 |