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Most-Recent Filing: | ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
11/15/23 | 9/30/23 | 400 | of | 1,557 | $950,948 |
| Integrated Wealth Concepts LLC | |||||||
10/24/23 | 9/30/23 | 14 | of | 52 | $20 |
| HTG Investment Advisors, Inc. | |||||||
2/14/23 | 12/31/22 | 49 | of | 105 | $30 |
| Phillips Wealth Planners LLC | |||||||
2/10/17 | 12/31/16 | 19 | of | 305 | $36 |
| Corient Capital Partners, LLC |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
2/9/23 | OLD | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G OLD | 3 |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 7 | |
2022 | 4 | |
2021 | 6 | |
2020 | 4 | |
2019 | 6 | |
2018 | 4 | |
2017 | 5 | |
2016 | 4 | |
2015 | 4 | |
2014 | 5 | |
2013 | 4 | |
2012 | 6 | |
2011 | 4 | |
2010 | 4 | |
2009 | 5 | |
2008 | 5 | |
2007 | 4 | |
⇑ | ||
2004 | 1 | |
2003 | 1 |