SEC Info  
    Home      Search      My Interests      Help      Sign In      Please Sign In

Gmo Trust 
 MA
  SEC # 772129


        
4  Related Registrants:   

    Click to view...      Registrant      About    
  Filings  
    Files      Relationships      Names      Topics      Web       

1,707  SEC Filings
Filing emoji
  from  4/29/94  to  1/29/24  (3 Months Ago)

  List All Filings  or
  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘NPORT-P’ — Monthly Portfolio Investments Report (Quarterly Release) by an Investment Company — Form N-PORT — for 11/30/23 — Filed as:  Filer / Offerer 
 
New-Filing E-Mail:    
 Send me
E-Mail emoji
notifications of all
New! emoji
Filings
involving  Gmo Trust 

Find Words in Filings emoji
 
  in    Show  and   Hints


Forms
Form emoji
, Documents
Document emoji
& Exhibits
Exhibit emoji
 in  1,699 Filings
Filing emoji
 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
1/29/24NPORT-PUpdate:  Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT509
1/29/24NPORT-EXUpdate:  Portfolio Holdings Schedules by Investment Companies — Form N-PORT302
1/22/24497KRegistration:  Prospectuses – Certain Open-End Investment Companies – Summary157
1/22/24497Registration:  Definitive Materials — Financial Reports
Report emoji
312
11/1/23N-CSRSUpdate:  Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR22
9/20/2340-17GUpdate:  Fidelity Bonds for Investment Companies22
8/28/23N-PXProxy:  Annual Proxy Voting Reports by Investment Companies — Form N-PX23
7/18/23CORRESPComment:  Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ] — All Correspondence with the SEC
Correspondence emoji
78
6/30/23485BPOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations — Financial Reports
Report emoji
90
5/26/2324F-2NTUpdate:  Annual Notices of Securities Sold by Investment Companies — Form 24F-232
5/12/23N-CENUpdate:  Annual Reports by Investment Companies — Form N-CEN5
5/3/23N-CSRUpdate:  Annual Certified Shareholder Reports by Investment Companies — Form N-CSR23
4/28/23485APOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations88
2/14/23 OLD497JRegistration:  Certifications of No Change in Definitive Materials  OLD 31
11/28/22 OLDPOS AMIRegistration:  Post-Effective Amendments of Registration Statements by Investment Companies  OLD 48
7/27/22 OLDDEFA14AProxy:  Definitive Additional Proxy Soliciting Materials — Schedule 14A  OLD 2
7/5/22 OLDDEF 14AProxy:  Definitive Proxy Statements — Schedule 14A  OLD 9
6/24/22 OLDPRE 14AProxy:  Preliminary Proxy Statements — Schedule 14A  OLD 8
10/18/21 OLDPOS EXRegistration:  Post-Effective Amendment of a Registration Statement – Additional Exhibits  OLD 1
8/10/20 OLDN-14Registration:  Registration Statement by an Open-End Investment Company or Business Development Company (BDC) – Securities for a Merger — Form N-14  OLD 1
1/28/19 OLDN-QUpdate:  Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q  OLD 29
4/30/18 OLDNSAR-BUpdate:  Annual Reports by Investment Companies — Form N-SAR  OLD 29
10/31/17 OLDNSAR-AUpdate:  Semi-Annual Reports by Investment Companies — Form N-SAR  OLD 28
3/7/17 OLD485BXTRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations to Designate New Effective Dates  OLD 28
4/29/15 OLDDEF 14CProxy:  Definitive Proxy Info Statements — Schedule 14C  OLD 2
4/1/15 OLDPRE 14CProxy:  Preliminary Proxy Info Statements — Schedule 14C  OLD 2
6/25/13 OLD40-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies  OLD 2
6/21/13 OLDAPP WDRegistration:  Withdrawals of Applications for Exemption Orders and Other Relief  OLD 2
5/25/12 OLDNO ACTSEC:  SEC No-Action Letter re: a Shareholder Proposal  OLD 1
5/26/06 OLDAWRegistration:  Amendment Withdrawal Requests  OLD 4
5/16/06 OLD40-6CRegistration:  Application for an Exemption or Other Relief by an Investment Company  OLD 1
4/27/06 OLDNT-NSARUpdate:  Notice of a Late Filing of a Form N-SAR Semi-Annual Report — Form 12b-25  OLD 1
4/27/06 OLDNT-NCSRUpdate:  Notice of a Late Filing of a Form N-CSR Shareholder Report — Form 12b-25  OLD 1
11/10/05 OLD13F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F  OLD 33
4/25/05 OLDREGDEXRegistration:  Notices of Exempt Offerings of Securities — Form D  OLD 2
2/8/05 OLDSC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD 20
4/30/04 OLDNSAR-BTUpdate:  Annual-Transition Reports by Investment Companies — Form N-SAR  OLD 2
1/30/03 OLDN-30DUpdate:  Annual and Semi-Annual Reports Mailed to Shareholders by Investment Companies  OLD 15
10/16/02 OLD425Registration:  Prospectuses and Communications – Mergers  OLD 2
8/31/00 OLDN-30B-2Update:  Periodic and Interim Reports Mailed to Shareholders by Investment Companies  OLD 2
10/25/99 OLDDEFS14AProxy:  Definitive Proxy Statement – Special Meeting — Schedule 14A  OLD 1
2/4/99 OLD13F-EOwnership:  Quarterly Holdings Reports by Money Managers — Form 13F  OLD 30
5/15/96 OLDN14EL24Registration:  Registration Statements by Open-End Investment Companies – Securities for Mergers — Form N-14  OLD 2
4/10/96 OLDN14AE24Registration:  Registration Statement by an Open-End Investment Company – Securities for a Merger — Form N-14  OLD 1
3/5/96 OLDPRES14AProxy:  Preliminary Proxy Statement – Special Meeting — Schedule 14A  OLD 1
11/16/95 OLD485B24ERegistration:  Post-Effective Amendment of a Form N-1 or N-1A Registration  OLD 1

Letters: 
Correspondence emoji
4/30/21 OLDCOVERComment-Response and Cover Letters to the SEC  [ a.k.a. CORRESP ]  OLD  — All Correspondence with the SEC18

Form-Specific Documents: 
Document emoji
1/29/24NPORT-EXPortfolio Holdings Schedules — Form N-PORT302

General Exhibits: 
Exhibit emoji
4/29/22 OLDEX-1Underwriting Agreements  (and mislabeled “1st Exhibits”)  OLD 9
8/4/00 OLDEX-5Opinions of Counsel re: Legality  OLD 6
7/3/00 OLDEX-3Articles of Incorporation/Organization or Bylaws  OLD 1
7/3/00 OLDEX-4Instrument Defining the Rights of Security Holders  OLD 1
7/3/00 OLDEX-6Opinion of Counsel re: Discount on Capital Shares  OLD 1
7/3/00 OLDEX-2Plans of Acquisitions, Reorganizations, Arrangements, Liquidations and Successions  OLD 3
4/16/98 OLDEX-8Opinions of Counsel re: Tax Matters  OLD 4
4/16/98 OLDEX-9Voting Trust Agreements  OLD 10

Additional Exhibits: 
Exhibit emoji
11/1/23EX-99  &  EX-99.*Miscellaneous Exhibits, such as Press ReleasesEX-99.*  Form-Specific Exhibits...  Form N-CSR:  72 Certifications — §302 – SOA’02;  37 Certifications — §906 – SOA’02;  17 Codes of Ethics — Form N-SAR:  2 Accountants’ Reports re: Internal Controls;  5 Changes in Control;  3 Legal Proceedings;  3 Other Disclosures;  4 Terms of New and Amended Securities;  1 Transaction Effected — Rule 10f-3 – ICA’40  (144 total)1,524

Investment Company Exhibits: 
Exhibit emoji
5/12/23INTERNAL CONTROL RPTAccountants’ Reports re: Internal Controls5

Financials: 
Financials emoji
Financials emoji
Financials emoji
8/25/23XML  &  R#IDEA Financial Reports Info — Financial Reports
Report emoji
1,503
8/25/23EX-101.*XBRL Data  (XBRL Files)471
8/25/23JSONXBRL Instances as JavaScript Object Notation Data  (JSON Files)12
8/25/23ZIPXBRL Zipped Folders
Zipped Folder emoji
  (Folders of XBRL Files)
81
5/24/21 OLDEXCELIDEA Workbooks of Financial Reports Info  OLD  — Workbooks of Financial Reports
Excel Workbook emoji
56
10/27/00 OLDEX-27Financial Data Schedules {Pre-XBRL}  OLD  — Financial Reports
Report emoji
921
11/30/98 OLDEX-11Statements re: Computations of Earnings Per Share  OLD 8
4/16/98 OLDEX-18Letter re: a Change in Accounting Principles or Practices  OLD 1

Graphics: 
JPEG emoji
GIF emoji
PNG emoji
11/1/23GRAPHICPhotos, Images and Graphs3,366

Funds / Series  and their  Classes / Contracts

   As Of   Fund / Series — Filings for F/S#...
     Class / Contract — Filings for C/C#...    Symbol
 
2024: 1/29/24 GMO Alternative Allocation FundS#65268
 Class IC#213406GAAGX
 Class R6C#213405GAAKX
 Class VIC#211299GAAVX
 Class IIC#213404
 Class IIIC#211300
 Class IVC#211301
 Class VC#211302
 1/29/24 GMO Asset Allocation Bond FundS#25199
 Class VIC#75103GABFX
 Class IIIC#75099GMOBX
 Class IC#213389
 Class R6C#213388
 1/29/24 GMO Benchmark-Free Allocation FundS#5485
 Class IC#213372GBMIX
 Class IIIC#14927GBMFX
 Class IVC#109350GBMBX
 Class MFC#110912
 Class R6C#213373GBMSX
 Class IIC#14926
List all Funds / Series and their Classes / Contracts


Forms
Form emoji
, Documents
Document emoji
& Exhibits
Exhibit emoji
 in  8 Filings
Filing emoji
 Filed re:  Issuer / Subject Company


        

        
Latest Filing  Type    Category    Description        Documents
     
12/1/20 OLD425Registration:  Prospectuses and Communications – Mergers  OLD 8

Graphics: 
JPEG emoji
GIF emoji
PNG emoji
9/25/20 OLDGRAPHICPhotos, Images and Graphs  OLD 2


        

Filings History

Year    # of Filings
In descending order
2024 39
2023 188
2022 167
2021 172
2020 186
2019 78
2018 36
2017 25
2016 27
2015 37
2014 45
2013 29
2012 54
2011 48
2010 23
2009 35
2008 28
2007 20
2006 43
2005 53
2004 81
2003 27
2002 44
2001 31
2000 39
1999 33
1998 35
1997 33
1996 35
1995 14
1994 2

Top

Copyright © 2024 Fran Finnegan & Company LLC – All Rights Reserved.
AboutPrivacyRedactionsHelp — Tue., Apr. 23, 8:32:35.8am ET