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Most-Recent Filing: | ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/12/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 105 | |||||||
2/12/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 94 | |||||||
Form-Specific Documents: | |||||||||||
2/12/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 45 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/13/24 | 12/31/23 | 29 | of | 511 | $63,767 |
| Personal Cfo Solutions, LLC | |||||||
2/14/23 | 12/31/22 | 16 | of | 105 | $9 |
| Phillips Wealth Planners LLC | |||||||
8/14/13 | 6/30/13 | 21 | of | 218 | $4 |
| Impax Asset Management LLC |
Latest Filing | Type | Category | Description | Documents | |||||
---|---|---|---|---|---|---|---|---|---|
2/9/06 | OLD | SC 13G | Ownership: | Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G OLD | 1 |
Year | # of Filings | |
---|---|---|
2024 | 3 | |
2023 | 8 | |
2022 | 10 | |
2021 | 7 | |
2020 | 9 | |
2019 | 9 | |
2018 | 10 | |
2017 | 12 | |
2016 | 14 | |
2015 | 16 | |
2014 | 15 | |
2013 | 16 | |
2012 | 10 | |
2011 | 7 | |
2010 | 7 | |
2009 | 4 | |
2008 | 4 | |
2007 | 5 | |
2006 | 5 | |
2005 | 4 | |
2004 | 4 | |
2003 | 4 | |
2002 | 5 | |
2001 | 4 | |
2000 | 4 | |
1999 | 3 |