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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-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
1/24/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 50 | |||||||
4/25/14 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 3 | ||||||
Form-Specific Documents: | |||||||||||
1/24/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 45 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
4/11/24 | 3/31/24 | 61 | of | 1,548 | $18,494 |
| Ballentine Partners, LLC | |||||||
5/12/17 | 3/31/17 | 156 | of | 1,187 | $20 |
| Johnson Financial Group, Inc. |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
4/25/14 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 3 |
Year | # of Filings | |
---|---|---|
2024 | 3 | |
2023 | 12 | |
2022 | 12 | |
2021 | 12 | |
2020 | 13 | |
2019 | 12 | |
2018 | 12 | |
2017 | 13 | |
2016 | 12 | |
2015 | 12 | |
2014 | 8 | |
2013 | 4 | |
2012 | 3 |