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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 | ||||||||
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4/18/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 31 | ||||||||
3/11/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 267 | ||||||||
3/21/23 | OLD | 4 | Ownership: | Statement of Changes in Beneficial Ownership of Securities by an Insider — Form 4 OLD | 1 | |||||||
8/15/22 | OLD | 3 | Ownership: | Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3 OLD | 1 | |||||||
2/7/18 | OLD | CORRESP | Comment: | Comment-Response and Other Letters to the SEC [ a.k.a. COVER ] OLD — | 2 | |||||||
2/7/18 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 6 | |||||||
Form-Specific Documents: | ||||||||||||
4/18/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 31 | |||||||||
Graphics: | ||||||||||||
2/7/18 | OLD | GRAPHIC | Photos, Images and Graphs OLD | 4 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
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2/13/24 | 12/31/23 | 5 | of | 511 | $9,346 |
| Personal Cfo Solutions, LLC |
Latest Filing | Type | Category | Description | Documents | ||||||
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2/14/18 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 2 | |||||
Additional Exhibits: | ||||||||||
2/14/18 | OLD | EX-99 | Miscellaneous Exhibit OLD | 1 |
Year | # of Filings | |
---|---|---|
2024 | 39 | |
2023 | 53 | |
2022 | 61 | |
2021 | 71 | |
2020 | 46 | |
2019 | 17 | |
2018 | 10 | |
2017 | 5 | |
⇑ | ||
2015 | 2 | |
2014 | 3 | |
2013 | 2 |