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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/5/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 93 | |||||||
2/7/23 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 75 | ||||||
1/16/15 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 2 | ||||||
9/2/03 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 3 | ||||||
Form-Specific Documents: | |||||||||||
2/5/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 46 | ||||||||
General Exhibits: | |||||||||||
2/6/15 | OLD | EX-1 | Underwriting Agreement or Conflict Minerals Report (or mislabeled “1st Exhibit”) OLD | 1 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 36 | of | 511 | $61,325 |
| Personal Cfo Solutions, LLC | |||||||
1/26/23 | 12/31/22 | NA | of | 6 | NA |
| Nationwide Fund Advisors | |||||||
2/3/22 | 12/31/21 | 50 | of | 252 | $23 |
| Curated Wealth Partners LLC | |||||||
2/5/19 | 12/31/18 | 26 | of | 1,153 | $0 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] | |||||||
11/5/18 | 9/30/18 | 17 | of | 253 | $1 |
| Berman Capital Advisors, LLC | |||||||
2/14/18 | 12/31/17 | 4 | of | 2,193 | $1 |
| Summit Trail Advisors, LLC |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 6 | |
2022 | 8 | |
2021 | 13 | |
2020 | 12 | |
2019 | 11 | |
2018 | 13 | |
2017 | 15 | |
2016 | 15 | |
2015 | 11 | |
2014 | 9 | |
2013 | 7 | |
2012 | 7 | |
2011 | 6 | |
2010 | 4 | |
2009 | 4 | |
2008 | 6 | |
2007 | 7 | |
2006 | 4 | |
2005 | 6 | |
2004 | 5 | |
2003 | 5 |