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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 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/8/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 101 | |||||||
12/4/23 | D | Registration: | Notices of Exempt Offerings of Securities — Form D | 2 | |||||||
8/14/08 | OLD | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F OLD — | 5 | ||||||
Form-Specific Documents: | |||||||||||
2/8/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 46 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/6/24 | 12/31/23 | 49 | of | 2,015 | $12 |
| Natixis Advisors, L.P. | |||||||
1/17/24 | 12/31/23 | 48 | of | 1,468 | $9,765 |
| Schechter Investment Advisors, LLC | |||||||
11/19/21 | 9/30/21 | NA | of | 64 | NA |
| Coyle Financial Counsel LLC | |||||||
5/14/20 | 3/31/20 | 115 | of | 4,719 | $58 |
| SEI Investments Co. | |||||||
2/14/19 | 12/31/18 | 33 | of | 803 | $3 |
| SVB Wealth LLC [ formerly Boston Private Wealth LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 6 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 6 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 5 | |
2013 | 4 | |
2012 | 5 | |
2011 | 4 | |
2010 | 5 | |
2009 | 4 | |
2008 | 15 | |
2007 | 14 | |
2006 | 14 | |
2005 | 14 | |
2004 | 12 | |
2003 | 9 | |
2002 | 4 | |
2001 | 4 | |
2000 | 4 |