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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 | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 24 | |||||||
2/13/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 102 | |||||||
Form-Specific Documents: | |||||||||||
2/13/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 43 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 22 | of | 1,853 | $2,108,452 |
| Cresset Asset Management, LLC | |||||||
1/17/24 | 12/31/23 | 21 | of | 1,468 | $12,613 |
| Schechter Investment Advisors, LLC | |||||||
5/15/20 | 3/31/20 | NA | of | 1,246 | NA |
| CIBC Private Wealth Group, LLC | |||||||
1/29/20 | 12/31/19 | 19 | of | 1,278 | $3 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] | |||||||
2/14/19 | 12/31/18 | 19 | of | 803 | $5 |
| SVB Wealth LLC [ formerly Boston Private Wealth LLC ] |
Year | # of Filings | |
---|---|---|
2024 | 2 | |
2023 | 8 | |
2022 | 8 | |
2021 | 5 | |
2020 | 5 | |
2019 | 5 | |
2018 | 5 | |
2017 | 4 | |
2016 | 6 | |
2015 | 5 | |
2014 | 4 | |
2013 | 5 | |
2012 | 5 | |
2011 | 5 | |
2010 | 7 | |
2009 | 5 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 | |
2002 | 4 | |
2001 | 5 | |
2000 | 4 | |
1999 | 5 |