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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 | |||||||
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2/8/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 102 | |||||||
1/4/17 | OLD | MA-W | Registration: | Notice of a Withdrawal from Registration by a Municipal Advisor — Form MA-W OLD | 1 | ||||||
12/30/16 | OLD | MA-I | Registration: | Info re: Natural Persons Who Engage in Municipal Advisory Activity — Form MA-I OLD | 22 | ||||||
3/22/16 | OLD | MA-A | Registration: | Annual Updates of Registrations by Municipal Advisors — Form MA OLD | 2 | ||||||
11/1/14 | OLD | MA | Registration: | Application for Registration by a Municipal Advisor — Form MA OLD | 1 | ||||||
Form-Specific Documents: | |||||||||||
2/8/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 45 |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 5 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 18 | |
2015 | 6 | |
2014 | 15 | |
2013 | 4 | |
2012 | 4 | |
2011 | 4 | |
2010 | 4 | |
2009 | 4 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 | |
2002 | 4 | |
2001 | 4 | |
2000 | 4 | |
1999 | 3 |