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Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
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Most-Recent Filing: | ‘SC 13G/A’ — Amendment to Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/14/19 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 214 | ||||||
2/14/19 | OLD | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F OLD — | 47 | ||||||
11/14/07 | OLD | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F OLD — | 28 | ||||||
Form-Specific Documents: | |||||||||||
2/14/19 | OLD | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F OLD — | 23 | |||||||
Additional Exhibits: | |||||||||||
9/10/09 | OLD | EX-99 | Miscellaneous Exhibits, such as Press Releases OLD | 39 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1/30/24 | 12/31/23 | 61 | of | 1,036 | $1,567 |
| Beverly Hills Private Wealth, LLC |
Year | # of Filings | |
---|---|---|
2019 | 4 | |
2018 | 5 | |
2017 | 4 | |
2016 | 5 | |
2015 | 5 | |
2014 | 6 | |
2013 | 7 | |
2012 | 12 | |
2011 | 17 | |
2010 | 16 | |
2009 | 30 | |
2008 | 55 | |
2007 | 53 | |
2006 | 44 | |
2005 | 10 | |
2004 | 4 | |
2003 | 4 | |
2002 | 4 | |
2001 | 4 |