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Most-Recent Filing: | ‘13F-NT/A’ — Amendment to Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F — | 98 | |||||||
6/30/09 | OLD | NO ACT | SEC: | SEC No-Action Letter re: a Shareholder Proposal OLD | 1 | ||||||
12/23/08 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 2 | ||||||
6/13/03 | OLD | 40-6C | Registration: | Applications for Exemptions and Other Relief by Investment Companies OLD | 2 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | 12/31/23 | 125 | of | 816 | $2,358,005 |
| Clearbridge Investments, LLC | |||||||
2/9/24 | 12/31/23 | 49 | of | 9,225 | $538,402 |
| Franklin Resources Inc. | |||||||
1/23/24 | 12/31/23 | 118 | of | 346 | $1,676,535 |
| Stonegate Investment Group, LLC | |||||||
5/1/23 | 3/31/23 | 23 | of | 82 | $23 |
| Unionview, LLC | |||||||
4/21/23 | 3/31/23 | 41 | of | 156 | $48 |
| West Michigan Advisors, LLC | |||||||
7/31/19 | 6/30/19 | 12 | of | 1,279 | $0 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] |
Year | # of Filings | |
---|---|---|
2024 | 2 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 5 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 5 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 4 | |
2011 | 4 | |
2010 | 4 | |
2009 | 6 | |
2008 | 6 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 5 | |
2002 | 5 | |
2001 | 5 |