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Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
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Most-Recent Filing: | ‘SC 13G/A’ — Amendment to Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 236 | |||||||
2/14/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 84 | |||||||
Form-Specific Documents: | |||||||||||
2/14/24 | 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 | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 38 | of | 511 | $69,498 |
| Personal Cfo Solutions, LLC | |||||||
2/9/24 | 12/31/23 | 28 | of | 3,078 | $264,121 |
| Corient Private Wealth LLC [ formerly CI Private Wealth, LLC ] | |||||||
1/30/24 | 12/31/23 | 33 | of | 1,036 | $67,953 |
| Beverly Hills Private Wealth, LLC | |||||||
11/14/22 | 9/30/22 | 28 | of | 672 | $238 |
| Corient Capital Partners, LLC | |||||||
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC | |||||||
5/12/17 | 3/31/17 | 44 | of | 1,187 | $68 |
| Johnson Financial Group, Inc. |
Year | # of Filings | |
---|---|---|
2024 | 5 | |
2023 | 8 | |
2022 | 8 | |
2021 | 9 | |
2020 | 9 | |
2019 | 7 | |
2018 | 16 | |
2017 | 24 | |
2016 | 35 | |
2015 | 39 | |
2014 | 34 | |
2013 | 38 | |
2012 | 30 | |
2011 | 19 | |
2010 | 10 | |
2009 | 5 | |
2008 | 6 | |
2007 | 6 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 |