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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 | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/12/24 | 12/31/23 | 7,400 | of | 30,972 | $82,249,298 |
| JPMorgan Chase & Co. | |||||||
11/14/22 | 9/30/22 | 37 | of | 2,825 | $62 |
| Dorsey & Whitney Trust Co. LLC | |||||||
5/10/21 | 3/31/21 | NA | of | 228 | NA |
| Segment Wealth Management, LLC |
Year | # of Filings | |
---|---|---|
2024 | 2 | |
2023 | 5 | |
2022 | 5 | |
2021 | 5 | |
2020 | 5 | |
2019 | 5 | |
2018 | 7 | |
2017 | 17 | |
2016 | 10 | |
2015 | 5 | |
2014 | 5 | |
2013 | 5 | |
2012 | 6 | |
2011 | 16 | |
2010 | 4 | |
2009 | 5 | |
2008 | 5 | |
2007 | 4 | |
2006 | 3 |