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Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
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Most-Recent Filing: | ‘PX14A6G’ — Notice of an Exempt Non-Management Proxy Solicitation — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
4/22/24 | PX14A6G | Proxy: | Notices of Exempt Non-Management Proxy Solicitations | 15 | ||||||||
4/12/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 101 | ||||||||
Form-Specific Documents: | ||||||||||||
4/12/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 44 | |||||||||
Graphics: | ||||||||||||
4/22/24 | GRAPHIC | Photos, Images and Graphs | 21 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 2 | of | 511 | $1,379 |
| Personal Cfo Solutions, LLC | |||||||
2/13/24 | 12/31/23 | 14 | of | 3,250 | $4,478 |
| Oppenheimer Asset Management Inc. | |||||||
2/12/24 | 12/31/23 | 21 | of | 3,386 | $484 |
| Dorsey & Whitney Trust Co. LLC | |||||||
11/22/22 | 9/30/22 | NA | of | 1,950 | NA |
| B. Riley Wealth Advisors, Inc. [ formerly B. Riley Wealth Advisors ] | |||||||
11/24/21 | 9/30/21 | 40 | of | 1,192 | $17 |
| First Mercantile Trust Co. | |||||||
8/12/21 | 6/30/21 | 67 | of | 5,781 | $2 |
| Advisory Services Network, LLC | |||||||
8/5/20 | 6/30/20 | NA | of | 114 | NA |
| Transcend Capital Advisors, LLC [ formerly Transcend Wealth Collective, LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 3 | |
2023 | 5 | |
2022 | 4 | |
2021 | 5 | |
2020 | 4 | |
2019 | 4 | |
2018 | 5 | |
2017 | 6 | |
2016 | 6 | |
2015 | 6 | |
2014 | 6 | |
2013 | 5 | |
2012 | 5 | |
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 |