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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 — | 104 | |||||||
3/27/20 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 2 | ||||||
5/12/14 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 293 | ||||||
10/10/06 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 2 | ||||||
10/3/06 | OLD | 4 | Ownership: | Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4 OLD | 14 | ||||||
Form-Specific Documents: | |||||||||||
2/14/24 | 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 | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 14 | of | 260 | $18,396 |
| Keebeck Wealth Management, LLC | |||||||
2/13/24 | 12/31/23 | 8 | of | 511 | $4,427 |
| Personal Cfo Solutions, LLC | |||||||
2/6/20 | 12/31/19 | 47 | of | 5,444 | $233 |
| SEI Investments Co. |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
2/28/07 | OLD | SC 13G | Ownership: | Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G OLD | 1 |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 5 | |
2022 | 4 | |
2021 | 4 | |
2020 | 6 | |
2019 | 4 | |
2018 | 7 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 6 | |
2013 | 8 | |
2012 | 22 | |
2011 | 24 | |
2010 | 38 | |
2009 | 40 | |
2008 | 54 | |
2007 | 15 | |
2006 | 49 | |
2005 | 19 | |
2004 | 13 | |
2003 | 7 | |
2002 | 5 | |
2001 | 6 | |
2000 | 11 | |
1999 | 13 | |
1998 | 20 | |
1997 | 18 | |
1996 | 8 |