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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
1/30/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 56 | |||||||
1/29/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 113 | |||||||
Form-Specific Documents: | |||||||||||
1/29/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 48 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/21/24 | 12/31/23 | NA | of | 291 | NA |
| American Trust | |||||||
2/14/24 | 12/31/23 | 20 | of | 438 | $35,162 |
| FJ Investments, LLC | |||||||
2/13/24 | 12/31/23 | 38 | of | 511 | $65,470 |
| Personal Cfo Solutions, LLC | |||||||
2/9/24 | 12/31/23 | NA | of | 7,468 | NA |
| Advisory Services Network, LLC | |||||||
1/30/24 | 12/31/23 | 20 | of | 657 | $50,781 |
| Dakota Wealth Management | |||||||
1/23/24 | 12/31/23 | 60 | of | 490 | $24,624 |
| Alera Investment Advisors, LLC | |||||||
4/25/23 | 3/31/23 | NA | of | 5 | NA |
| Nationwide Fund Advisors | |||||||
8/11/22 | 6/30/22 | 9 | of | 2,727 | $1 |
| Dorsey & Whitney Trust Co. LLC | |||||||
5/11/22 | 3/31/22 | 1 | of | 87 | $0 |
| Element Pointe Advisors, LLC | |||||||
11/24/21 | 9/30/21 | 17 | of | 1,192 | $10 |
| First Mercantile Trust Co. | |||||||
2/12/14 | 12/31/13 | NA | of | 164 | NA |
| Bell Bank | |||||||
11/4/13 | 9/30/13 | 9 | of | 550 | $2 |
| Banyan Partners, LLC | |||||||
8/19/13 | 6/30/13 | 6 | of | 437 | $1 |
| Silver Bridge Capital Management LLC [ formerly Hale & Dorr Capital Management LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 6 | |
2023 | 14 | |
2022 | 15 | |
2021 | 8 | |
2020 | 10 | |
2019 | 11 | |
2018 | 11 | |
2017 | 11 | |
2016 | 6 | |
2015 | 4 | |
2014 | 5 | |
2013 | 4 | |
2012 | 4 | |
2011 | 4 | |
2010 | 5 | |
2009 | 4 | |
2008 | 4 | |
2007 | 5 | |
2006 | 4 | |
2005 | 4 | |
2004 | 6 | |
2003 | 4 | |
2002 | 5 | |
2001 | 4 | |
2000 | 5 | |
1999 | 6 |