Partners Value Investments L.P.    SEC # 1162777

        

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38  SEC Filings   from  11/27/01  to  2/14/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  Partners Value Investments L.P.

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Forms , Documents & Exhibits  in  38 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/14/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	20
11/29/23			SC 13D		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D	7
11/15/21	OLD		13F-NT		Ownership:		Quarterly Holdings Notice by a Money Manager — Form 13F  OLD  — Assets Under Management	1
11/1/21	OLD		F-X		Registration:		Appointment of a U.S. Agent for Service of Process by a Foreign Non-Financial Entity — Form F-X  OLD	1
11/1/21	OLD		CB		Ownership:		Tender-Offer, Exchange-Offer, Rights-Offering or Response Notice — Form CB  OLD	1
2/1/10	OLD		SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD	8
					Form-Specific Documents:
2/14/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			20
					General Exhibits:
11/1/21	OLD		EX-3		Articles of Incorporation/Organization or Bylaws  OLD			1
11/1/21	OLD		EX-4		Instrument Defining the Rights of Security Holders  OLD			1
11/1/21	OLD		EX-5		Opinion of Counsel re: Legality  OLD			1
11/1/21	OLD		EX-2		Plan of Acquisition, Reorganization, Arrangement, Liquidation or Succession  OLD			1
11/1/21	OLD		EX-1		Underwriting Agreements  (and mislabeled “1st Exhibits”)  OLD			2
					Additional Exhibits:
11/29/23			EX-99		Miscellaneous Exhibits, such as Press Releases			5
					Graphics:
11/1/21	OLD		GRAPHIC		Photos, Images and Graphs  OLD			4

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/14/22			9/30/21		1	of	5		$8			Brookfield Corp./ON [ formerly Brookfield Asset Management Inc. ]

Forms , Documents & Exhibits  in  2 Filings  Filed re:  Issuer / Subject Company

        

        

Latest Filing			Type		Category	Description		Documents
11/1/21	OLD		F-X		Registration:		Appointment of a U.S. Agent for Service of Process by a Foreign Non-Financial Entity — Form F-X  OLD	1
11/1/21	OLD		CB		Ownership:		Tender-Offer, Exchange-Offer, Rights-Offering or Response Notice — Form CB  OLD	1
					General Exhibits:
11/1/21	OLD		EX-3		Articles of Incorporation/Organization or Bylaws  OLD			1
11/1/21	OLD		EX-4		Instrument Defining the Rights of Security Holders  OLD			1
11/1/21	OLD		EX-5		Opinion of Counsel re: Legality  OLD			1
11/1/21	OLD		EX-2		Plan of Acquisition, Reorganization, Arrangement, Liquidation or Succession  OLD			1
11/1/21	OLD		EX-1		Underwriting Agreement or Conflict Minerals Report  (or mislabeled “1st Exhibit”)  OLD			1
					Graphics:
11/1/21	OLD		GRAPHIC		Photos, Images and Graphs  OLD			4

        

Filings History

Year		# of Filings
2024		1
2023		5
2022		1
2021		7
2020		4
2019		4
2018		4
2017		4
⇑
2010		1
2009		1
2008		1
2007		1
2006		2
2005		1
⇑
2001		1