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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 6/30/17 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
8/7/17 | OLD | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F OLD — | 56 | |||||||
2/5/16 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 5 | |||||||
Form-Specific Documents: | ||||||||||||
8/7/17 | OLD | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F OLD — | 17 | ||||||||
Graphics: | ||||||||||||
2/4/11 | OLD | GRAPHIC | Photos, Images and Graphs OLD | 4 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
11/19/21 | 9/30/21 | NA | of | 64 | NA |
| Coyle Financial Counsel LLC | |||||||
1/29/20 | 12/31/19 | 20 | of | 1,278 | $1 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] | |||||||
11/9/17 | 9/30/17 | 39 | of | 1,612 | $1 |
| Dorsey & Whitney Trust Co. LLC | |||||||
8/8/16 | 6/30/16 | 36 | of | 1,886 | $1 |
| FineMark National Bank & Trust |
Year | # of Filings | |
---|---|---|
2017 | 3 | |
2016 | 5 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 5 | |
2011 | 5 | |
2010 | 5 | |
2009 | 5 | |
2008 | 5 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 |