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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
3/6/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 345 | |||||||
1/31/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 76 | |||||||
6/17/16 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 11 | ||||||
Form-Specific Documents: | |||||||||||
1/31/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 43 | ||||||||
Additional Exhibits: | |||||||||||
3/31/15 | OLD | EX-99 | Miscellaneous Exhibits, such as Press Releases OLD | 2 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1/30/24 | 12/31/23 | 155 | of | 1,890 | $1,438 |
| SVB Wealth LLC [ formerly Boston Private Wealth LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 16 | |
2023 | 17 | |
2022 | 24 | |
2021 | 25 | |
2020 | 18 | |
2019 | 9 | |
2018 | 15 | |
2017 | 14 | |
2016 | 17 | |
2015 | 29 | |
2014 | 32 | |
2013 | 30 | |
2012 | 22 | |
2011 | 28 | |
2010 | 37 | |
2009 | 41 | |
2008 | 31 | |
2007 | 21 | |
2006 | 5 | |
2005 | 1 |