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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 107 | |||||||
3/27/09 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 20 | ||||||
Form-Specific Documents: | |||||||||||
2/13/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 43 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 11 | of | 79 | $4 |
| Select Asset Management & Trust | |||||||
5/10/21 | 3/31/21 | 7 | of | 92 | $6 |
| PRW Wealth Management LLC | |||||||
5/5/20 | 3/31/20 | 7 | of | 74 | $5 |
| Omnia Family Wealth, LLC | |||||||
11/5/18 | 9/30/18 | 6 | of | 253 | $1 |
| Berman Capital Advisors, LLC |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 4 | |
2012 | 4 | |
2011 | 4 | |
2010 | 4 | |
2009 | 7 | |
2008 | 7 | |
2007 | 7 | |
2006 | 10 | |
2005 | 7 | |
2004 | 5 | |
2003 | 5 | |
2002 | 5 | |
2001 | 5 | |
2000 | 7 | |
1999 | 5 |