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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
3/4/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 108 | |||||||
6/8/16 | OLD | 3 | Ownership: | Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3 OLD | 1 | ||||||
Form-Specific Documents: | |||||||||||
3/4/24 | 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 | 12 | of | 511 | $8,548 |
| Personal Cfo Solutions, LLC | |||||||
2/12/24 | 12/31/23 | 44 | of | 3,386 | $941 |
| Dorsey & Whitney Trust Co. LLC | |||||||
2/9/24 | 12/31/23 | NA | of | 7,468 | NA |
| Advisory Services Network, LLC | |||||||
2/15/23 | 12/31/22 | 11 | of | 157 | $24 |
| Claraphi Advisory Network, LLC | |||||||
11/22/22 | 9/30/22 | 24 | of | 1,950 | $0 |
| B. Riley Wealth Advisors, Inc. [ formerly B. Riley Wealth Advisors ] | |||||||
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC | |||||||
11/12/14 | 9/30/14 | 2 | of | 140 | $0 |
| ArchPoint Investors [ formerly Botty Investors LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 5 | |
2015 | 4 | |
2014 | 4 | |
2013 | 5 | |
2012 | 4 | |
2011 | 5 | |
2010 | 4 | |
2009 | 4 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 7 | |
2002 | 10 | |
2001 | 1 | |
2000 | 4 | |
1999 | 3 |