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List All Filings | or | ||
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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: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/7/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 19 | |||||||
7/15/20 | OLD | D | Registration: | Notices of Exempt Offerings of Securities — Form D OLD | 2 | ||||||
Form-Specific Documents: | |||||||||||
2/7/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 19 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/12/24 | 12/31/23 | 40 | of | 141 | $0 |
| Palisades Hudson Asset Management, L.P. | |||||||
2/2/24 | 12/31/23 | 29 | of | 826 | $847 |
| Addison Advisors LLC | |||||||
2/9/23 | 12/31/22 | NA | of | 1,936 | NA |
| Bell Investment Advisors, Inc. |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 5 | |
2021 | 6 | |
2020 | 6 |