SEC Info℠ | Home | Search | My Interests | Help | Sign In | Please Sign In | ||||||||||||||||||||
MA |
Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
---|---|---|---|
Most-Recent Filing: | ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 88 | |||||||
2/13/23 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 5 | ||||||
2/14/05 | OLD | REGDEX | Registration: | Notice of an Exempt Offering of Securities — Form D OLD | 1 | ||||||
11/14/03 | OLD | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F OLD — | 6 | ||||||
Form-Specific Documents: | |||||||||||
2/13/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 46 | ||||||||
Additional Exhibits: | |||||||||||
2/13/23 | OLD | EX-99 | Miscellaneous Exhibits, such as Press Releases OLD | 2 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | NA | of | 302 | NA |
| Proficio Capital Partners LLC |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 9 | |
2022 | 9 | |
2021 | 10 | |
2020 | 5 | |
2019 | 5 | |
2018 | 4 | |
2017 | 6 | |
2016 | 5 | |
2015 | 8 | |
2014 | 10 | |
2013 | 6 | |
2012 | 6 | |
2011 | 4 | |
2010 | 5 | |
2009 | 4 | |
2008 | 4 | |
2007 | 6 | |
2006 | 4 | |
2005 | 4 | |
2004 | 5 | |
2003 | 7 |