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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 | |||||||
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2/13/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 90 | |||||||
3/6/12 | OLD | APP ORDR | SEC: | Application for an SEC Exemption Order – ‘40-APP’ SEC Order OLD | 1 | ||||||
2/14/12 | OLD | APP NTC | SEC: | Application for an SEC Exemption Order – ‘40-APP’ SEC Notice OLD | 1 | ||||||
2/1/12 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 2 | ||||||
9/11/06 | OLD | 40-6C | Registration: | Applications for Exemptions and Other Relief by Investment Companies OLD | 2 | ||||||
Form-Specific Documents: | |||||||||||
2/13/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 43 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
4/18/24 | 3/31/24 | 67 | of | 769 | $206 |
| Vaughan Nelson Investment Management, L.P. |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 7 | |
2018 | 13 | |
2017 | 7 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 7 | |
2011 | 5 | |
2010 | 4 | |
2009 | 4 | |
2008 | 4 | |
2007 | 6 | |
2006 | 6 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 | |
2002 | 3 |