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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/12/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 107 | |||||||
3/1/19 | OLD | D | Registration: | Notices of Exempt Offerings of Securities — Form D OLD | 5 | ||||||
4/30/03 | OLD | REGDEX | Registration: | Notices of Exempt Offerings of Securities — Form D OLD | 2 | ||||||
Form-Specific Documents: | |||||||||||
2/12/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 50 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
10/20/23 | 9/30/23 | 9 | of | 158 | $1 |
| Lodestone Wealth Management LLC | |||||||
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 5 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 5 | |
2018 | 5 | |
2017 | 6 | |
2016 | 5 | |
2015 | 9 | |
2014 | 4 | |
2013 | 4 | |
2012 | 4 | |
2011 | 4 | |
2010 | 5 | |
2009 | 4 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 6 | |
2002 | 4 | |
2001 | 4 | |
2000 | 3 | |
1999 | 4 |