Advisory Research Inc. 

IL

  SEC # 902584

        

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774  SEC Filings   from  2/14/94  to  2/13/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  Advisory Research Inc.

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Forms , Documents & Exhibits  in  715 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/13/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	134
2/7/23	OLD		SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD	518
3/26/14	OLD		3		Ownership:		Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD	5
10/27/08	OLD		SC 13D		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D  OLD	10
3/19/08	OLD		4		Ownership:		Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4  OLD	48
					Form-Specific Documents:
2/13/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			47
					General Exhibits:
2/16/99	OLD		EX-1		Underwriting Agreements  (and mislabeled “1st Exhibits”)  OLD			8
					Additional Exhibits:
3/19/08	OLD		EX-99		Miscellaneous Exhibits, such as Press Releases  OLD			2

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/13/24			12/31/23		NA	of	511		NA		NJ	Personal Cfo Solutions, LLC
2/13/17			12/31/16		18	of	1,756		$1		FL	FineMark National Bank & Trust
10/13/16			9/30/16		2	of	1,206		$0		IL	Cibc Bank USA [ formerly Private Bank & Trust Co. ]

Forms , Documents & Exhibits  in  12 Filings  Filed re:  Issuer / Subject Company

        

        

        

Filings History

Year		# of Filings
2024		1
2023		5
2022		6
2021		5
2020		13
2019		11
2018		10
2017		29
2016		31
2015		6
2014		10
2013		4
2012		5
2011		4
2010		59
2009		70
2008		97
2007		112
2006		65
2005		97
2004		61
2003		14
2002		18
2001		13
2000		10
1999		8
1998		6
1997		2
1996		1
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1994		1