Professionally Managed Portfolios 

WI

  SEC # 811030

        

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5,670  SEC Filings   from  3/1/95  to  4/26/24  (3 Days Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘497K’ — Prospectus – Open-End Investment Company – Summary — Filed as:  Filer / Offerer
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Forms , Documents & Exhibits  in  5,655 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
4/26/24			497K		Registration:		Prospectuses – Certain Open-End Investment Companies – Summary	641
4/26/24			485BPOS		Registration:		Post-Effective Amendments of Form N-1 and N-1A Registrations    — Financial Reports	634
4/26/24			NPORT-P		Update:		Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT	461
4/5/24			N-CSRS		Update:		Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR	273
4/4/24			40-17G		Update:		Fidelity Bonds for Investment Companies	61
4/1/24			NPORT-EX		Update:		Portfolio Holdings Schedules by Investment Companies — Form N-PORT	229
3/15/24			N-CEN		Update:		Annual Reports by Investment Companies — Form N-CEN	51
3/13/24			24F-2NT		Update:		Annual Notices of Securities Sold by Investment Companies — Form 24F-2	222
3/12/24			497		Registration:		Definitive Materials — Financial Reports	741
3/8/24			N-CSR		Update:		Annual Certified Shareholder Reports by Investment Companies — Form N-CSR	327
3/1/24			497J		Registration:		Certifications of No Change in Definitive Materials	291
2/28/24			485APOS		Registration:		Post-Effective Amendments of Form N-1 and N-1A Registrations — Financial Reports	159
10/2/23			EFFECT		SEC:		SEC Notices of Effectiveness	14
9/12/23			485BXT		Registration:		Post-Effective Amendments of Form N-1 and N-1A Registrations to Designate New Effective Dates	70
8/31/23			N-PX		Proxy:		Annual Proxy Voting Reports by Investment Companies — Form N-PX	408
8/28/23			425		Registration:		Prospectuses and Communications – Mergers	8
8/21/23			CERT		Trading:		Certification by a Securities Exchange Approving a Listing — Form CERT	1
8/21/23			8-A12B		Registration:		Registration Statement for a Class of Securities — Form 8-A	1
5/17/23			CORRESP		Comment:		Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ] — All Correspondence with the SEC	115
8/19/22	OLD		N-14		Registration:		Registration Statements by Open-End Investment Companies and Business Development Companies (BDCs) – Securities for Mergers — Form N-14  OLD	25
6/17/20	OLD		DEFA14A		Proxy:		Definitive Additional Proxy Soliciting Materials — Schedule 14A  OLD	24
5/8/20	OLD		DEF 14A		Proxy:		Definitive Proxy Statements — Schedule 14A  OLD	29
4/17/20	OLD		PRE 14A		Proxy:		Preliminary Proxy Statements — Schedule 14A  OLD	27
3/30/20	OLD		N-Q		Update:		Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q  OLD	474
10/18/18	OLD		AW		Registration:		Amendment Withdrawal Requests  OLD	8
8/21/18	OLD		N-18F1		Update:		Notice of Election by an Open-End Investment Company — Form N-18f-1  OLD	1
5/30/18	OLD		NSAR-B		Update:		Annual Reports by Investment Companies — Form N-SAR  OLD	180
5/30/18	OLD		NSAR-A		Update:		Semi-Annual Reports by Investment Companies — Form N-SAR  OLD	178
2/25/16	OLD		DEL AM		Registration:		Registration Effectiveness-Delaying Amendments  OLD	4
6/5/14	OLD		DEFR14A		Proxy:		Definitive Revised Proxy Soliciting Materials — Schedule 14A  OLD	3
5/6/14	OLD		APP NTC		SEC:		Application for an SEC Exemption Order – ‘40-APP’ SEC Notice  OLD	1
5/5/14	OLD		APP ORDR		SEC:		Application for an SEC Exemption Order – ‘40-APP’ SEC Order  OLD	1
3/14/14	OLD		40-APP		Registration:		Applications for Exemption Orders and Other Relief by Investment Companies  OLD	3
3/10/14	OLD		RW		Registration:		Registration Withdrawal Requests  OLD	4
1/30/08	OLD		N-14AE		Registration:		Registration Statement by an Open-End Investment Company – Securities for a Merger (Automatic Effectiveness) — Form N-14  OLD	1
10/28/05	OLD		NT-NCSR		Update:		Notice of a Late Filing of a Form N-CSR Shareholder Report — Form 12b-25  OLD	1
9/26/05	OLD		POS EX		Registration:		Post-Effective Amendment of a Registration Statement – Additional Exhibits  OLD	1
6/10/03	OLD		N-30D		Update:		Annual and Semi-Annual Reports Mailed to Shareholders by Investment Companies  OLD	244
3/27/03	OLD		N-1A		Registration:		Registration Statement by an Open-End Investment Company — Form N-1A  OLD	1
10/30/01	OLD		NT-NSAR		Update:		Notices of Late Filings of Form N-SAR Semi-Annual Reports — Form 12b-25  OLD	6
7/24/01	OLD		DEFS14A		Proxy:		Definitive Proxy Statements – Special Meetings — Schedule 14A  OLD	6
7/10/01	OLD		PRES14A		Proxy:		Preliminary Proxy Statements – Special Meetings — Schedule 14A  OLD	7
10/20/98	OLD		40-17F2		Update:		Certificates of Accounting of Securities in the Custody of Investment Companies — Form N-17f-2  OLD	2
3/5/97	OLD		NTFNSAR		Update:		Notices of Late Filings of Form N-SAR Semi-Annual Reports (Late Notices) — Form 12b-25  OLD	2
11/27/96	OLD		N-30B-2		Update:		Periodic and Interim Reports Mailed to Shareholders by Investment Companies  OLD	2
10/31/96	OLD		24F-2EL		Registration:		Registration Statement by an Investment Company – Declaration of Election — Form 24F-2  OLD	1
					Letters:
10/27/20	OLD		COVER		Comment-Response and Cover Letters to the SEC  [ a.k.a. CORRESP ]  OLD  — All Correspondence with the SEC			99
					Form-Specific Documents:
4/1/24			NPORT-EX		Portfolio Holdings Schedules — Form N-PORT			229
					General Exhibits:
6/8/23			EX-13		Annual or Quarterly Report to Security Holders			1
4/29/16	OLD		EX-95		Mine-Safety Disclosure  OLD			1
3/12/14	OLD		EX-14		Codes of Ethics  OLD			6
3/7/08	OLD		EX-17		Correspondence re: Departure of a Director  OLD			1
10/31/96	OLD		EX-5		Opinion of Counsel re: Legality  OLD			1
					Additional Exhibits:
4/26/24			EX-99  &  EX-99.*		Miscellaneous Exhibits, such as Press Releases    — EX-99.*  Form-Specific Exhibits...  Form N-14:  1 Custodian Contract;  1 Distributor Contract;  1 Investment Advisor Contract;  1 Opinion of Counsel re: Tax Matters;  1 Proxy Info or Material — Form N-1A:  1 Articles of Incorporation/Organization;  2 Bylaws;  16 Codes of Ethics;  2 Custodian Agreements;  6 Distribution Plans — Rule 12b-1 – ICA’40;  12 Investment Advisor Contracts;  14 Opinions of Counsel re: Legality;  14 Other Material Contracts;  44 Other Opinions;  3 Underwriter Contracts — Form N-6:  2 Contracts;  4 Other Material Contracts;  1 Participation Agreement — Form N-8B-2:  1 Code of Ethics — Form N-CSR:  1,068 Certifications — §302 – SOA’02;  594 Certifications — §906 – SOA’02;  297 Codes of Ethics — Form N-SAR:  246 Accountants’ Reports re: Internal Controls;  22 Certifications — §302 – SOA’02;  4 Letters re: Changes in Accountants;  20 Matters Submitted to Votes of Security Holders;  3 Mergers Info;  18 Other Disclosures;  1 Transaction Effected — Rule 10f-3 – ICA’40  (2,400 total)			3,992
					Investment Company Exhibits:
3/15/24			INTERNAL CONTROL RPT		Accountants’ Reports re: Internal Controls			77
					Financials:
4/26/24			XML  &  R#		IDEA Financial Reports Info    — Financial Reports			1,853
4/26/24			EX-101.*		XBRL Data  (XBRL Files)			1,697
4/26/24			JSON		XBRL Instances as JavaScript Object Notation Data  (JSON Files)			53
4/26/24			ZIP		XBRL Zipped Folders   (Folders of XBRL Files)			292
7/20/22	OLD		EX-16		Letters re: Changes in Accountants  OLD			10
3/3/22	OLD		EXCEL		IDEA Workbooks of Financial Reports Info  OLD  — Workbooks of Financial Reports			225
10/31/18	OLD		EX-12		Statements re: Computations of Ratios  OLD			3
2/5/10	OLD		EX-100.*		XBRL Data {Voluntary}  (XBRL Files)  OLD			48
3/7/08	OLD		EX-11		Statement re: the Computation of Earnings Per Share  OLD			1
12/28/00	OLD		EX-27		Financial Data Schedules {Pre-XBRL}  OLD  — Financial Reports			248
					Graphics:
4/26/24			GRAPHIC		Photos, Images and Graphs			7,726

Funds / Series  and their  Classes / Contracts

Forms , Documents & Exhibits  in  15 Filings  Filed re:  Issuer / Subject Company

        

        

Latest Filing			Type		Category	Description		Documents
9/20/23			425		Registration:		Prospectuses and Communications – Mergers	15
					Graphics:
9/20/23			GRAPHIC		Photos, Images and Graphs			23

        

Filings History

Year		# of Filings
2024		68
2023		266
2022		289
2021		271
2020		336
2019		218
2018		211
2017		250
2016		262
2015		322
2014		301
2013		360
2012		274
2011		252
2010		197
2009		182
2008		167
2007		164
2006		174
2005		187
2004		111
2003		77
2002		102
2001		127
2000		100
1999		131
1998		86
1997		82
1996		88
1995		15