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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 3/31/24 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
4/22/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 105 | |||||||
1/29/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 67 | |||||||
Form-Specific Documents: | |||||||||||
4/22/24 | 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 | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
5/10/21 | 3/31/21 | NA | of | 228 | NA |
| Segment Wealth Management, LLC | |||||||
5/11/16 | 3/31/16 | 1 | of | 1,137 | $0 |
| Dorsey & Whitney Trust Co. LLC |
Year | # of Filings | |
---|---|---|
2024 | 8 | |
2023 | 11 | |
2022 | 8 | |
2021 | 11 | |
2020 | 17 | |
2019 | 18 | |
2018 | 21 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 4 | |
2011 | 4 | |
2010 | 4 | |
2009 | 4 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 5 | |
2002 | 4 | |
2001 | 5 | |
2000 | 6 | |
1999 | 3 |