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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/2/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 101 | |||||||
6/13/18 | OLD | D | Registration: | Notice of an Exempt Offering of Securities — Form D OLD | 1 | ||||||
8/10/04 | OLD | 13F-NT | Ownership: | Quarterly Holdings Notice by a Money Manager — Form 13F OLD — | 1 | ||||||
Form-Specific Documents: | |||||||||||
2/2/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 45 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | NA | of | 1,401 | NA |
| Advisors Asset Management, Inc. | |||||||
2/13/24 | 12/31/23 | 34 | of | 511 | $46,156 |
| Personal Cfo Solutions, LLC | |||||||
2/12/24 | 12/31/23 | 2 | of | 3,386 | $64 |
| Dorsey & Whitney Trust Co. LLC | |||||||
2/9/24 | 12/31/23 | 48 | of | 3,078 | $402,168 |
| Corient Private Wealth LLC [ formerly CI Private Wealth, LLC ] | |||||||
11/14/22 | 9/30/22 | 46 | of | 672 | $365 |
| Corient Capital Partners, LLC |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 5 | |
2019 | 4 | |
2018 | 5 | |
2017 | 5 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
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 |