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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: | ‘40-APP’ — Application for an Exemption Order or Other Relief by an Investment Company — | ||
New-Filing E-Mail: |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
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11/1/23 | 9/30/23 | 6 | of | 106 | $93 |
| PRW Wealth Management LLC |
Year | # of Filings | |
---|---|---|
2024 | 2 | |
2023 | 4 | |
2022 | 6 | |
2021 | 8 | |
2020 | 7 | |
2019 | 8 | |
2018 | 16 | |
2017 | 25 | |
2016 | 21 | |
2015 | 9 | |
2014 | 4 | |
2013 | 7 | |
2012 | 7 | |
2011 | 4 | |
2010 | 1 | |
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2007 | 2 | |
2006 | 3 | |
2005 | 1 | |
2004 | 4 | |
2003 | 8 | |
2002 | 1 |