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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: | ‘13F-NT’ — Quarterly Holdings Notice 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 | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 73 | of | 260 | $272,553 |
| Keebeck Wealth Management, LLC | |||||||
2/14/24 | 12/31/23 | NA | of | 1,853 | NA |
| Cresset Asset Management, LLC | |||||||
2/13/24 | 12/31/23 | 3,994 | of | 49,166 | $132,184,344 |
| BlackRock Inc. | |||||||
2/9/24 | 12/31/23 | 166 | of | 7,468 | $5,750 |
| Advisory Services Network, LLC | |||||||
7/24/23 | 6/30/23 | 29 | of | 1,986 | $172 |
| SVB Wealth LLC [ formerly Boston Private Wealth LLC ] | |||||||
4/25/23 | 3/31/23 | NA | of | 5 | NA |
| Nationwide Fund Advisors | |||||||
11/13/20 | 9/30/20 | NA | of | 27 | NA |
| Daniels&Tansey, LLP |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 5 | |
2014 | 266 | |
2013 | 554 | |
2012 | 7 | |
2011 | 8 | |
2010 | 8 | |
2009 | 4 | |
2008 | 5 | |
2007 | 17 | |
2006 | 7 | |
2005 | 1 | |
2004 | 1 |