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As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 20 | $475,243 |
| Wedgewood Partners Inc. | |||||||||
Not Allocated... |
| RiverPark Advisors, LLC | ||||||||||||
2/9/24 | 12/31/23 | 7,468 | $4,086,955 |
| Advisory Services Network, LLC | |||||||||
19 | $11,922 |
| Wedgewood Partners Inc. | |||||||||||
and 36 Other Managers | ||||||||||||||
11/14/23 | 9/30/23 | 21 | $418 |
| Wedgewood Partners Inc. | |||||||||
and 1 Other Manager | ||||||||||||||
8/14/23 | 6/30/23 | 54 | $620 |
| Wedgewood Partners Inc. | |||||||||
and 1 Other Manager | ||||||||||||||
5/15/23 | 3/31/23 | 57 | $590 |
| Wedgewood Partners Inc. | |||||||||
and 1 Other Manager | ||||||||||||||
2/14/23 | 12/31/22 | 61 | $544 |
| Wedgewood Partners Inc. | |||||||||
and 1 Other Manager | ||||||||||||||
11/14/22 | 9/30/22 | 60 | $532 |
| Wedgewood Partners Inc. | |||||||||
and 1 Other Manager | ||||||||||||||
8/15/22 | 6/30/22 | 60 | $579 |
| Wedgewood Partners Inc. | |||||||||
and 1 Other Manager | ||||||||||||||
5/16/22 | 3/31/22 | 62 | $709 |
| Wedgewood Partners Inc. | |||||||||
and 1 Other Manager |
Latest Filing | Filing Agentª, Registrant or SEC — SEC # | Filings | ||||||
---|---|---|---|---|---|---|---|---|
On | Type | |||||||
2/14/24 | 13F-HR | No Filing Agent: Self-filed — 859804 | 111 | |||||
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