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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: |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 7 | of | 511 | $2,398 |
| Personal Cfo Solutions, LLC | |||||||
2/12/24 | 12/31/23 | 11,401 | of | 22,913 | $211,789,802 | Invesco Ltd. [ formerly Invesco Asset Management Deutschland GMBH ] | ||||||||
1/30/24 | 12/31/23 | 11 | of | 1,036 | $46 |
| Beverly Hills Private Wealth, LLC | |||||||
4/25/23 | 3/31/23 | NA | of | 5 | NA |
| Nationwide Fund Advisors | |||||||
5/14/18 | 3/31/18 | 21 | of | 671 | $0 |
| Archford Capital Strategies, LLC | |||||||
2/10/17 | 12/31/16 | 1 | of | 780 | $0 |
| Concert Wealth Management Inc. | |||||||
1/23/17 | 12/31/16 | 51 | of | 11,031 | $296 | Russell Investments Group, Ltd. | ||||||||
11/9/16 | 9/30/16 | 54 | of | 10,960 | $287 | Emerald Acquisition Ltd. | ||||||||
4/29/16 | 3/31/16 | 45 | of | 11,009 | $476 |
| Russell Frank Co |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
4/11/07 | OLD | FWP | Registration: | Prospectus – Free Writing OLD | 1 |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 7 | |
2022 | 6 | |
2021 | 4 | |
2020 | 5 | |
2019 | 6 | |
2018 | 4 | |
2017 | 4 | |
2016 | 4 | |
2015 | 4 | |
2014 | 4 | |
2013 | 8 | |
2012 | 10 | |
2011 | 7 | |
2010 | 4 | |
2009 | 5 | |
2008 | 4 | |
2007 | 8 | |
⇑ | ||
2005 | 4 | |
2004 | 5 | |
2003 | 6 | |
2002 | 15 | |
2001 | 6 | |
2000 | 5 | |
1999 | 3 |