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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 12/31/19 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/14/20 | OLD | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F OLD — | 92 | ||||||
2/14/12 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 7 | ||||||
Form-Specific Documents: | |||||||||||
2/14/20 | OLD | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F OLD — | 27 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
5/22/23 | 3/31/23 | NA | of | 538 | NA |
| American Trust | |||||||
11/24/21 | 9/30/21 | NA | of | 1,192 | NA |
| First Mercantile Trust Co. | |||||||
2/15/17 | 12/31/16 | 47 | of | 5,473 | $2 |
| D.A. Davidson & Co. |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
2/14/12 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 6 |
Year | # of Filings | |
---|---|---|
2020 | 1 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 5 | |
2011 | 9 | |
2010 | 7 | |
2009 | 4 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 5 | |
2004 | 4 | |
2003 | 4 | |
2002 | 8 | |
2001 | 5 | |
2000 | 5 | |
1999 | 2 |