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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: | ‘8-K’ — Current Report — Form 8-K — | ||
New-Filing E-Mail: |
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 | |||||||
2/13/24 | 12/31/23 | 37 | of | 511 | $61,814 |
| Personal Cfo Solutions, LLC | |||||||
2/13/24 | 12/31/23 | 40 | of | 1,590 | $273,326 |
| Integrated Wealth Concepts LLC | |||||||
2/12/24 | 12/31/23 | 74 | of | 3,386 | $2,532 |
| Dorsey & Whitney Trust Co. LLC | |||||||
2/9/24 | 12/31/23 | 52 | of | 7,468 | $2,620 |
| Advisory Services Network, LLC | |||||||
11/14/22 | 9/30/22 | NA | of | 64 | NA |
| Penn Mutual Asset Management, LLC | |||||||
2/9/22 | 12/31/21 | NA | of | 1,431 | NA |
| Washington Trust Co. | |||||||
11/24/21 | 9/30/21 | 93 | of | 1,192 | $17 |
| First Mercantile Trust Co. | |||||||
11/15/21 | 9/30/21 | 65 | of | 2,527 | $75 | AMP Capital Investors Ltd. | ||||||||
10/26/18 | 9/30/18 | 5 | of | 11,137 | $15 | Russell Investments Group, Ltd. | ||||||||
11/9/16 | 9/30/16 | 6 | of | 10,960 | $73 | Emerald Acquisition Ltd. | ||||||||
4/29/16 | 3/31/16 | 7 | of | 11,009 | $44 |
| Russell Frank Co |
Latest Filing | Type | Category | Description | Documents | ||||||
---|---|---|---|---|---|---|---|---|---|---|
7/14/22 | OLD | 3 | Ownership: | Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3 OLD | 64 | |||||
5/14/21 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 27 | |||||
5/14/21 | OLD | 4 | Ownership: | Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4 OLD | 135 | |||||
Letters: | ||||||||||
12/15/23 | LETTER | Comment and Other Letters from the SEC [ a.k.a. UPLOAD ] — | 21 | |||||||
12/15/23 | TEXT-EXTRACT | Comment and Other Letters from the SEC – PDFs’ Text [ a.k.a. LETTER ] | 4 | |||||||
General Exhibits: | ||||||||||
1/5/16 | OLD | EX-24 | Powers of Attorney OLD | 3 | ||||||
Additional Exhibits: | ||||||||||
4/24/18 | OLD | EX-99 | Miscellaneous Exhibits, such as Press Releases OLD | 38 |
Year | # of Filings | |
---|---|---|
2024 | 97 | |
2023 | 150 | |
2022 | 120 | |
2021 | 117 | |
2020 | 131 | |
2019 | 101 | |
2018 | 83 | |
2017 | 103 | |
2016 | 115 | |
2015 | 93 | |
2014 | 101 | |
2013 | 126 | |
2012 | 101 | |
2011 | 103 | |
2010 | 37 | |
2009 | 64 | |
2008 | 51 | |
2007 | 67 | |
2006 | 37 | |
2005 | 40 | |
2004 | 94 | |
2003 | 41 | |
2002 | 31 | |
2001 | 19 | |
2000 | 12 |