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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 9/30/16 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
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11/14/16 | OLD | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F OLD — | 39 | ||||||
Form-Specific Documents: | |||||||||||
11/14/16 | OLD | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F OLD — | 14 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
8/8/19 | 6/30/19 | 1 | of | 692 | $2 |
| Corient Capital Partners, LLC | |||||||
11/5/18 | 9/30/18 | 102 | of | 253 | $12 |
| Berman Capital Advisors, LLC |
Year | # of Filings | |
---|---|---|
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 4 | |
2011 | 5 | |
2010 | 4 | |
2009 | 4 | |
2008 | 4 | |
2007 | 2 |