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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: | ‘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 | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
1/25/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 115 | ||||||||
3/30/21 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 2 | |||||||
11/29/05 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 2 | |||||||
Form-Specific Documents: | ||||||||||||
1/25/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 45 | |||||||||
Graphics: | ||||||||||||
3/30/21 | OLD | GRAPHIC | Photos, Images and Graphs OLD | 6 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 8 | of | 511 | $3,472 |
| Personal Cfo Solutions, LLC | |||||||
8/11/22 | 6/30/22 | 5 | of | 2,727 | $0 |
| Dorsey & Whitney Trust Co. LLC | |||||||
7/21/20 | 6/30/20 | 1 | of | 100 | $0 |
| Wells Trecaso Financial Group, LLC | |||||||
11/5/18 | 9/30/18 | 3 | of | 253 | $0 |
| Berman Capital Advisors, LLC | |||||||
5/14/18 | 3/31/18 | 48 | of | 2,277 | $389 |
| United Services Automobile Association | |||||||
11/15/16 | 9/30/16 | NA | of | 665 | NA |
| SVB Wealth LLC [ formerly Boston Private Wealth LLC ] | |||||||
11/14/14 | 9/30/14 | 23 | of | 453 | $1 |
| Banyan Partners, LLC | |||||||
8/19/13 | 6/30/13 | 19 | of | 437 | $1 |
| Silver Bridge Capital Management LLC [ formerly Hale & Dorr Capital Management LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 6 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 6 | |
2012 | 4 | |
2011 | 5 | |
2010 | 5 | |
2009 | 14 | |
2008 | 4 | |
2007 | 5 | |
2006 | 4 | |
2005 | 6 | |
2004 | 4 | |
2003 | 4 | |
2002 | 4 | |
2001 | 4 | |
2000 | 4 | |
1999 | 3 |