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Savos Investments Trust 
 CA
  SEC # 1068602

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358  SEC Filings
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  from  8/21/98  to  4/30/24  (Yesterday)

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  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘N-8F NTC’ — Application for an SEC Deregistration Order – ‘N-8F’ SEC Notice — Filed as:  Filer / Offerer 
 
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notifications of all
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Filings
involving  Savos Investments Trust 

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Forms
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, Documents
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& Exhibits
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 in  358 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
4/30/24 New Document this Past Month!N-8F NTCSEC:  Application for an SEC Deregistration Order – ‘N-8F’ SEC Notice  New Document this Past Month! 1
4/17/24 New Document this Past Month!N-8FRegistration:  Application for an SEC Deregistration Order by an Investment Company — Form N-8F  New Document this Past Month! 1
6/30/2340-17GUpdate:  Fidelity Bonds for Investment Companies24
3/28/23 OLDN-PXProxy:  Annual Proxy Voting Reports by Investment Companies — Form N-PX  OLD 21
12/15/22 OLD24F-2NTUpdate:  Annual Notices of Securities Sold by Investment Companies — Form 24F-2  OLD 24
12/12/22 OLDN-CENUpdate:  Annual Reports by Investment Companies — Form N-CEN  OLD 7
8/26/22 OLDNPORT-PUpdate:  Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT  OLD 12
8/26/22 OLDNPORT-EXUpdate:  Portfolio Holdings Schedules by Investment Companies — Form N-PORT  OLD 8
6/3/22 OLD497Registration:  Definitive Materials  OLD 49
6/2/22 OLDN-CSRSUpdate:  Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR  OLD 18
2/3/22 OLD497JRegistration:  Certifications of No Change in Definitive Materials  OLD 18
1/28/22 OLD485BPOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations  OLD  — Financial Reports
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39
12/6/21 OLDN-CSRUpdate:  Annual Certified Shareholder Reports by Investment Companies — Form N-CSR  OLD 20
3/26/19 OLDCORRESPComment:  Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC
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5
3/1/19 OLDN-QUpdate:  Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q  OLD 30
5/30/18 OLDNSAR-AUpdate:  Semi-Annual Reports by Investment Companies — Form N-SAR  OLD 19
11/29/17 OLDNSAR-BUpdate:  Annual Reports by Investment Companies — Form N-SAR  OLD 19
6/6/16 OLDDEFA14AProxy:  Definitive Additional Proxy Soliciting Materials — Schedule 14A  OLD 3
5/16/16 OLDDEF 14AProxy:  Definitive Proxy Statements — Schedule 14A  OLD 8
5/4/16 OLDPRE 14AProxy:  Preliminary Proxy Statements — Schedule 14A  OLD 7
6/26/15 OLD485BXTRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations to Designate New Effective Dates  OLD 2
4/2/15 OLD485APOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations  OLD 6
4/23/13 OLDPRER14AProxy:  Preliminary Revised Proxy Soliciting Material — Schedule 14A  OLD 1
8/4/06 OLDPOS EXRegistration:  Post-Effective Amendment of a Registration Statement – Additional Exhibits  OLD 1
9/9/05 OLDN-8ARegistration:  Notices of Registrations by Investment Companies — Form N-8A  OLD 2
4/26/05 OLD40-6CRegistration:  Application for an Exemption or Other Relief by an Investment Company  OLD 1
11/28/03 OLDNT-NCSRUpdate:  Notice of a Late Filing of a Form N-CSR Shareholder Report — Form 12b-25  OLD 1
11/26/03 OLDNT-NSARUpdate:  Notices of Late Filings of Form N-SAR Semi-Annual Reports — Form 12b-25  OLD 3
5/27/03 OLDN-30DUpdate:  Annual and Semi-Annual Reports Mailed to Shareholders by Investment Companies  OLD 7
12/8/00 OLDDEFS14AProxy:  Definitive Proxy Statements – Special Meetings — Schedule 14A  OLD 2
11/22/00 OLDPRES14AProxy:  Preliminary Proxy Statements – Special Meetings — Schedule 14A  OLD 2
12/1/99 OLDNTFNSARUpdate:  Notice of a Late Filing of a Form N-SAR Semi-Annual Report (Late Notice) — Form 12b-25  OLD 1
12/9/98 OLDN-18F1Update:  Notice of Election by an Open-End Investment Company — Form N-18f-1  OLD 1
11/30/98 OLDN-1ARegistration:  Registration Statements by Open-End Investment Companies — Form N-1A  OLD 2

Letters: 
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5/4/16 OLDCOVERComment-Response and Cover Letters to the SEC  [ a.k.a. CORRESP ]  OLD  — All Correspondence with the SEC3

Form-Specific Documents: 
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8/26/22 OLDNPORT-EXPortfolio Holdings Schedules — Form N-PORT  OLD 8

General Exhibits: 
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1/31/17 OLDEX-95Mine-Safety Disclosure  OLD 1

Additional Exhibits: 
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6/2/22 OLDEX-99  &  EX-99.*Miscellaneous Exhibits, such as Press Releases  OLD EX-99.*  Form-Specific Exhibits...  Form N-14:  2 Investment Advisor Contracts;  1 Other Consent — Form N-CSR:  64 Certifications — §302 – SOA’02;  35 Certifications — §906 – SOA’02;  13 Codes of Ethics — Form N-SAR:  19 Accountants’ Reports re: Internal Controls;  1 Certification — §302 – SOA’02;  1 Change in Control;  1 Legal Proceeding;  2 Letters re: Changes in Accountants;  6 Matters Submitted to Votes of Security Holders;  1 Other Disclosure  (146 total)312

Investment Company Exhibits: 
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12/9/21 OLDINTERNAL CONTROL RPTAccountants’ Reports re: Internal Controls  OLD 6

Financials: 
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1/28/22 OLDXML  &  R#IDEA Financial Reports Info  OLD  — Financial Reports
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61
1/28/22 OLDEXCELIDEA Workbooks of Financial Reports Info  OLD  — Workbooks of Financial Reports
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9
1/28/22 OLDEX-101.*XBRL Data  (XBRL Files)  OLD 76
1/28/22 OLDJSONXBRL Instances as JavaScript Object Notation Data  (JSON Files)  OLD 2
1/28/22 OLDZIPXBRL Zipped Folders
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  (Folders of XBRL Files)  OLD 
13
1/29/01 OLDEX-27Financial Data Schedules {Pre-XBRL}  OLD  — Financial Reports
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15

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6/2/22 OLDGRAPHICPhotos, Images and Graphs  OLD 256

Funds / Series  and their  Classes / Contracts

   As Of   Fund / Series — Filings for F/S#...
     Class / Contract — Filings for C/C#...    Symbol
 
2023: 3/28/23 Savos Dynamic Hedging FundS#3199
 C#8589SVDHX


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 2
2023 2
2022 12
2021 13
2020 15
2019 13
2018 12
2017 12
2016 18
2015 22
2014 15
2013 22
2012 12
2011 12
2010 15
2009 15
2008 13
2007 16
2006 20
2005 20
2004 11
2003 10
2002 9
2001 17
2000 17
1999 8
1998 5

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