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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 109 | |||||||
1/12/16 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 2 | ||||||
Form-Specific Documents: | |||||||||||
2/14/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 46 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | 12/31/23 | 19 | of | 7,468 | $11,922 |
| Advisory Services Network, LLC | |||||||
1/11/24 | 12/31/23 | 19 | of | 114 | $27,965 |
| RiverPark Advisors, LLC | |||||||
2/15/17 | 12/31/16 | 22 | of | 5,473 | $16 |
| D.A. Davidson & Co. | |||||||
8/11/15 | 6/30/15 | 22 | of | 1,949 | $0 |
| FineMark National Bank & Trust |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
1/12/16 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 2 |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 5 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 5 | |
2015 | 5 | |
2014 | 5 | |
2013 | 6 | |
2012 | 4 | |
2011 | 5 | |
2010 | 5 | |
2009 | 5 | |
2008 | 4 | |
2007 | 5 | |
2006 | 5 | |
2005 | 5 | |
2004 | 4 | |
2003 | 4 | |
2002 | 4 | |
2001 | 4 | |
2000 | 6 |