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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
1/19/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 131 | |||||||
2/13/18 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 57 | ||||||
2/25/02 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 2 | ||||||
Form-Specific Documents: | |||||||||||
1/19/24 | 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 | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1/30/24 | 12/31/23 | 13 | of | 1,890 | $246 |
| SVB Wealth LLC [ formerly Boston Private Wealth LLC ] | |||||||
2/14/18 | 12/31/17 | 40 | of | 2,193 | $3 |
| Summit Trail Advisors, LLC | |||||||
11/14/14 | 9/30/14 | 21 | of | 453 | $1 |
| Banyan Partners, LLC | |||||||
8/19/13 | 6/30/13 | 5 | of | 437 | $0 |
| Silver Bridge Capital Management LLC [ formerly Hale & Dorr Capital Management LLC ] |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
2/22/01 | 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 | 4 | |
2019 | 4 | |
2018 | 7 | |
2017 | 7 | |
2016 | 10 | |
2015 | 7 | |
2014 | 7 | |
2013 | 9 | |
2012 | 4 | |
2011 | 8 | |
2010 | 14 | |
2009 | 8 | |
2008 | 8 | |
2007 | 5 | |
2006 | 28 | |
2005 | 6 | |
2004 | 5 | |
2003 | 7 | |
2002 | 17 | |
2001 | 6 | |
2000 | 3 | |
1999 | 3 |