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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: | ‘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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2/14/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 70 | |||||||
9/16/04 | OLD | ADV-E | Update: | Certificate of Accounting of Client Securities and Funds in the Possession or Custody of an Investment Advisor — Form ADV-E OLD | 1 | ||||||
Form-Specific Documents: | |||||||||||
2/14/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 47 |
Year | # of Filings | |
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2024 | 1 | |
2023 | 5 | |
2022 | 4 | |
2021 | 5 | |
2020 | 5 | |
2019 | 4 | |
2018 | 4 | |
2017 | 5 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 5 | |
2011 | 16 | |
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2004 | 1 |