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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-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 3/31/24 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
4/22/24 | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F — | 62 | |||||||
12/27/12 | OLD | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F OLD — | 54 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
4/22/24 | 3/31/24 | 372 | of | 585 | $9,447,408 |
| Boston Trust Walden Corp. [ formerly Boston Trust Walden, Corp.. ] | |||||||
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC | |||||||
11/4/13 | 9/30/13 | 48 | of | 550 | $5 |
| Banyan Partners, LLC | |||||||
8/19/13 | 6/30/13 | 46 | of | 437 | $5 |
| Silver Bridge Capital Management LLC [ formerly Hale & Dorr Capital Management LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 2 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 6 | |
2013 | 5 | |
2012 | 5 | |
2011 | 5 | |
2010 | 6 | |
2009 | 6 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 | |
2002 | 5 | |
2001 | 10 | |
2000 | 4 | |
1999 | 4 |