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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: | ‘SC 13G/A’ — Amendment to Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
3/6/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 1,224 | |||||||
2/1/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 118 | |||||||
2/4/20 | OLD | SC 13E3 | Ownership: | Tender-Offer Statement by an Issuer – Going-Private Transaction — Schedule 13E-3 OLD | 1 | ||||||
2/19/09 | OLD | APP NTC | SEC: | Application for an SEC Exemption Order – ‘40-APP’ SEC Notice OLD | 1 | ||||||
2/17/09 | OLD | 40-APP | Registration: | Applications for Exemption Orders and Other Relief by Investment Companies OLD | 2 | ||||||
9/20/02 | OLD | 40-6C | Registration: | Applications for Exemptions and Other Relief by Investment Companies OLD | 2 | ||||||
Form-Specific Documents: | |||||||||||
2/1/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 53 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1/19/24 | 12/31/23 | 12 | of | 112 | $710 |
| Wells Trecaso Financial Group, LLC | |||||||
8/12/22 | 6/30/22 | NA | of | 97 | NA |
| H.L. Ormond & Co., LLC |
Year | # of Filings | |
---|---|---|
2024 | 17 | |
2023 | 12 | |
2022 | 15 | |
2021 | 20 | |
2020 | 31 | |
2019 | 41 | |
2018 | 47 | |
2017 | 72 | |
2016 | 86 | |
2015 | 95 | |
2014 | 96 | |
2013 | 93 | |
2012 | 81 | |
2011 | 72 | |
2010 | 52 | |
2009 | 58 | |
2008 | 57 | |
2007 | 43 | |
2006 | 28 | |
2005 | 28 | |
2004 | 35 | |
2003 | 33 | |
2002 | 44 | |
2001 | 34 | |
2000 | 44 | |
1999 | 30 | |
1998 | 31 | |
1997 | 41 | |
1996 | 12 |