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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 9/30/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
10/10/23 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 65 | |||||||
8/6/08 | OLD | 3 | Ownership: | Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3 OLD | 1 | ||||||
Form-Specific Documents: | |||||||||||
10/10/23 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 47 | ||||||||
General Exhibits: | |||||||||||
8/6/08 | OLD | EX-24 | Power of Attorney OLD | 1 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | 12/31/23 | 155 | of | 7,468 | $123,998 |
| Advisory Services Network, LLC | |||||||
1/26/24 | 12/31/23 | 13 | of | 553 | $293 |
| Optas, LLC | |||||||
4/21/23 | 3/31/23 | 21 | of | 156 | $27 |
| West Michigan Advisors, LLC | |||||||
5/15/20 | 3/31/20 | NA | of | 1,246 | NA |
| CIBC Private Wealth Group, LLC | |||||||
1/29/20 | 12/31/19 | 17 | of | 1,278 | $1 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] | |||||||
5/13/16 | 3/31/16 | 80 | of | 4,785 | $76 |
| D.A. Davidson & Co. |
Year | # of Filings | |
---|---|---|
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 7 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 6 | |
2012 | 4 | |
2011 | 4 | |
2010 | 4 | |
2009 | 4 | |
2008 | 1 |