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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 9/30/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
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11/14/23 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 102 | |||||||
Form-Specific Documents: | |||||||||||
11/14/23 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 44 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/12/24 | 12/31/23 | 71 | of | 3,386 | $46,475 |
| Dorsey & Whitney Trust Co. LLC | |||||||
7/21/17 | 6/30/17 | 43 | of | 226 | $73 |
| Copeland Capital Management, LLC |
Year | # of Filings | |
---|---|---|
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 5 | |
2015 | 4 | |
2014 | 5 | |
2013 | 4 | |
2012 | 3 | |
2011 | 4 | |
2010 | 4 | |
2009 | 4 | |
2008 | 4 | |
2007 | 5 | |
2006 | 4 | |
2005 | 4 | |
2004 | 5 | |
2003 | 4 | |
2002 | 4 | |
2001 | 4 | |
2000 | 4 | |
1999 | 3 |