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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 | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 70 | ||||||||
6/11/14 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 2 | |||||||
Form-Specific Documents: | ||||||||||||
2/14/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 46 | |||||||||
Graphics: | ||||||||||||
6/11/14 | OLD | GRAPHIC | Photos, Images and Graphs OLD | 2 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 17 | of | 511 | $56,621 |
| Personal Cfo Solutions, LLC | |||||||
11/9/20 | 9/30/20 | 24 | of | 103 | $21 |
| WealthOne, LLC [ formerly Wealthpoint, LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 7 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 6 | |
2013 | 11 | |
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2011 | 1 | |
2010 | 4 | |
⇑ | ||
2008 | 1 | |
2007 | 5 | |
2006 | 4 |