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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 3/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
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5/15/23 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 87 | |||||||
Form-Specific Documents: | |||||||||||
5/15/23 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 44 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
11/10/22 | 9/30/22 | NA | of | 28 | NA |
| Cynosure Group, LLC [ formerly Cynosure Management, LLC ] | |||||||
7/29/19 | 6/30/19 | NA | of | 220 | NA |
| Segment Wealth Management, LLC | |||||||
11/14/18 | 9/30/18 | NA | of | 13 | NA |
| Cynosure Advisors, LLC |
Year | # of Filings | |
---|---|---|
2023 | 2 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 7 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 5 | |
2012 | 4 | |
2011 | 4 | |
2010 | 4 | |
2009 | 4 | |
2008 | 4 | |
2007 | 5 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 |