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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 | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 395 | of | 395 | $49,424 |
| Cohen & Steers, Inc. | |||||||
2/13/24 | 12/31/23 | 8 | of | 511 | $3,974 |
| Personal Cfo Solutions, LLC | |||||||
2/5/24 | 12/31/23 | 32 | of | 14,778 | $734,143 | Russell Investments Group, Ltd. | ||||||||
11/14/22 | 9/30/22 | NA | of | 64 | NA |
| Penn Mutual Asset Management, LLC | |||||||
11/9/16 | 9/30/16 | 65 | of | 10,960 | $853 | Emerald Acquisition Ltd. | ||||||||
4/29/16 | 3/31/16 | 65 | of | 11,009 | $777 |
| Russell Frank Co |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
2/5/10 | OLD | SC 13G | Ownership: | Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G OLD | 1 |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 4 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 4 | |
2018 | 5 | |
2017 | 5 | |
2016 | 6 | |
2015 | 5 | |
2014 | 16 | |
2013 | 9 | |
2012 | 7 | |
⇑ | ||
2010 | 4 | |
⇑ | ||
2008 | 1 | |
2007 | 3 | |
2006 | 9 | |
2005 | 73 | |
2004 | 64 | |
2003 | 64 | |
2002 | 55 | |
2001 | 38 | |
2000 | 44 | |
1999 | 59 | |
1998 | 71 | |
1997 | 85 | |
1996 | 4 |