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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 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 102 | |||||||
10/29/09 | OLD | 13FCONP | Ownership: | Quarterly Holdings and Combination Report by a Money Manager – Confidential Treatment Requested — Form 13F OLD — | 1 | ||||||
11/14/01 | OLD | 13F-NT | Ownership: | Quarterly Holdings Notice by a Money Manager — Form 13F OLD — | 1 | ||||||
Form-Specific Documents: | |||||||||||
2/14/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 43 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/21/24 | 12/31/23 | NA | of | 291 | NA |
| American Trust | |||||||
11/24/21 | 9/30/21 | 229 | of | 1,192 | $52 |
| First Mercantile Trust Co. | |||||||
5/10/17 | 3/31/17 | 11 | of | 712 | $4 |
| Concert Wealth Management Inc. |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 4 | |
2011 | 4 | |
2010 | 4 | |
2009 | 6 | |
2008 | 4 | |
2007 | 5 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 | |
2002 | 4 | |
2001 | 5 | |
2000 | 4 | |
1999 | 3 |