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List All Filings | or | ||
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Most-Recent Filing: | ‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F — | 84 | ||||||||
7/1/21 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 25 | |||||||
5/15/12 | OLD | APP NTC | SEC: | Application for an SEC Exemption Order – ‘40-APP’ SEC Notice OLD | 1 | |||||||
4/11/12 | OLD | APP ORDR | SEC: | Applications for SEC Exemption Orders – ‘40-APP’ SEC Orders OLD | 2 | |||||||
9/17/10 | OLD | 4 | Ownership: | Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4 OLD | 7 | |||||||
4/23/10 | OLD | 3 | Ownership: | Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3 OLD | 2 | |||||||
Graphics: | ||||||||||||
11/9/17 | OLD | GRAPHIC | Photos, Images and Graphs OLD | 7 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 3,345 | of | 11,153 | $204,190,405 |
| Ameriprise Financial Inc. | |||||||
2/13/24 | 12/31/23 | 69 | of | 207 | $621,111 |
| Scout Investments, Inc. | |||||||
2/13/24 | 12/31/23 | 80 | of | 511 | $151,141 |
| Personal Cfo Solutions, LLC | |||||||
1/18/24 | 12/31/23 | 42 | of | 220 | $27,595 |
| MBL Wealth, LLC | |||||||
4/25/23 | 3/31/23 | NA | of | 5 | NA |
| Nationwide Fund Advisors | |||||||
2/12/18 | 12/31/17 | 411 | of | 3,873 | $9,395 |
| OppenheimerFunds, Inc. | |||||||
7/31/13 | 6/30/13 | 11 | of | 216 | $0 |
| Segment Wealth Management, LLC | |||||||
11/18/13 | 3/31/13 | 9 | of | 296 | $80 |
| Brandes Investment Partners, LP |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 6 | |
2020 | 7 | |
2019 | 7 | |
2018 | 5 | |
2017 | 7 | |
2016 | 8 | |
2015 | 7 | |
2014 | 4 | |
2013 | 4 | |
2012 | 10 | |
2011 | 5 | |
2010 | 14 | |
2009 | 5 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 3 |