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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 3/31/24 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
4/11/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 69 | ||||||||
5/18/23 | PX14A6G | Proxy: | Notices of Exempt Non-Management Proxy Solicitations | 9 | ||||||||
Form-Specific Documents: | ||||||||||||
4/11/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 44 | |||||||||
Graphics: | ||||||||||||
5/18/23 | GRAPHIC | Photos, Images and Graphs | 5 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC | |||||||
5/12/17 | 3/31/17 | 73 | of | 1,187 | $2 |
| Johnson Financial Group, Inc. | |||||||
11/4/13 | 9/30/13 | 49 | of | 550 | $5 |
| Banyan Partners, LLC | |||||||
8/19/13 | 6/30/13 | 44 | of | 437 | $5 |
| Silver Bridge Capital Management LLC [ formerly Hale & Dorr Capital Management LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 2 | |
2023 | 7 | |
2022 | 6 | |
2021 | 4 | |
2020 | 4 | |
2019 | 6 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 5 | |
2013 | 5 | |
2012 | 6 | |
2011 | 4 | |
2010 | 4 | |
2009 | 3 | |
2008 | 4 | |
2007 | 2 |