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List All Filings | or | ||
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Most-Recent Filing: | ‘SC 13G’ — Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 218 | |||||||
2/14/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 123 | |||||||
12/14/15 | OLD | 3 | Ownership: | Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3 OLD | 2 | ||||||
3/24/08 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 16 | ||||||
10/11/05 | OLD | 4 | Ownership: | Statement of Changes in Beneficial Ownership of Securities by an Insider — Form 4 OLD | 1 | ||||||
Form-Specific Documents: | |||||||||||
2/14/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 62 | ||||||||
General Exhibits: | |||||||||||
10/11/05 | OLD | EX-24 | Power of Attorney OLD | 1 | |||||||
3/2/00 | OLD | EX-1 | Underwriting Agreement or Conflict Minerals Report (or mislabeled “1st Exhibit”) OLD | 1 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 40 | of | 511 | $44,444 |
| Personal Cfo Solutions, LLC | |||||||
2/9/24 | 12/31/23 | 42 | of | 3,078 | $195,832 |
| Corient Private Wealth LLC [ formerly CI Private Wealth, LLC ] | |||||||
11/14/22 | 9/30/22 | 42 | of | 672 | $163 |
| Corient Capital Partners, LLC | |||||||
1/21/22 | 12/31/21 | NA | of | 56 | NA |
| ShoreHaven Wealth Partners, LLC | |||||||
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC | |||||||
8/2/17 | 6/30/17 | NA | of | 1,077 | NA |
| First Mercantile Trust Co. |
Year | # of Filings | |
---|---|---|
2024 | 12 | |
2023 | 17 | |
2022 | 19 | |
2021 | 23 | |
2020 | 13 | |
2019 | 10 | |
2018 | 11 | |
2017 | 16 | |
2016 | 9 | |
2015 | 6 | |
2014 | 4 | |
2013 | 5 | |
2012 | 6 | |
2011 | 5 | |
2010 | 6 | |
2009 | 8 | |
2008 | 26 | |
2007 | 26 | |
2006 | 29 | |
2005 | 36 | |
2004 | 22 | |
2003 | 15 | |
2002 | 14 | |
2001 | 7 | |
2000 | 12 | |
1999 | 3 |