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List All Filings | or | ||
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Most-Recent Filing: | ‘SC 13G/A’ — Amendment to Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
4/9/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 885 | |||||||
2/13/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 104 | |||||||
4/10/00 | OLD | SC 13D | Ownership: | Statement of Acquisition of Beneficial Ownership by an “Active” Investor — Schedule 13D OLD | 1 | ||||||
Form-Specific Documents: | |||||||||||
2/13/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 46 | ||||||||
General Exhibits: | |||||||||||
2/13/24 | EX-1 | Underwriting Agreements (and mislabeled “1st Exhibits”) | 83 | ||||||||
Additional Exhibits: | |||||||||||
2/14/23 | OLD | EX-99 | Miscellaneous Exhibits, such as Press Releases OLD | 37 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | 12/31/23 | 82 | of | 7,468 | $3,547 |
| Advisory Services Network, LLC | |||||||
11/7/22 | 9/30/22 | 29 | of | 758 | $1 |
| Castle Wealth Management LLC | |||||||
7/29/21 | 6/30/21 | NA | of | 112 | NA |
| Wells Trecaso Financial Group, LLC | |||||||
8/12/20 | 6/30/20 | 30 | of | 22,675 | $59 |
| Bank of New York Mellon Corp. |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
2/5/04 | OLD | SC 13G | Ownership: | Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G OLD | 1 |
Year | # of Filings | |
---|---|---|
2024 | 75 | |
2023 | 75 | |
2022 | 81 | |
2021 | 68 | |
2020 | 56 | |
2019 | 51 | |
2018 | 38 | |
2017 | 31 | |
2016 | 32 | |
2015 | 24 | |
2014 | 27 | |
2013 | 23 | |
2012 | 24 | |
2011 | 26 | |
2010 | 23 | |
2009 | 26 | |
2008 | 29 | |
2007 | 30 | |
2006 | 47 | |
2005 | 47 | |
2004 | 49 | |
2003 | 54 | |
2002 | 29 | |
2001 | 16 | |
2000 | 11 | |
1999 | 3 |