State location: CA | State of Inc.: CA | Fiscal Year End: 1231
formerly: BERRY HARTELL EVERS & OSBORNE INC/ (filings through 2001-05-07)
formerly: OSBORNE PARTNERS CAPITAL MANAGEMENT (filings through 2014-07-16)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-25-000005 (34 Act) Size: 109 KB |
2025-04-21 | 028-05208 25853793 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-25-000002 (34 Act) Size: 112 KB |
2025-01-24 | 028-05208 25552448 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-24-000014 (34 Act) Size: 113 KB |
2024-10-23 | 028-05208 241388220 |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001005607-24-000012 (34 Act) Size: 369 KB |
2024-08-28 | 028-05208 241255742 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-24-000007 (34 Act) Size: 112 KB |
2024-07-22 | 028-05208 241130373 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-24-000005 (34 Act) Size: 103 KB |
2024-04-25 | 028-05208 24875826 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-24-000002 (34 Act) Size: 107 KB |
2024-01-22 | 028-05208 24547832 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-23-000010 (34 Act) Size: 100 KB |
2023-10-26 | 028-05208 231349091 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-23-000008 (34 Act) Size: 105 KB |
2023-07-20 | 028-05208 231099374 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-23-000006 (34 Act) Size: 107 KB |
2023-04-24 | 028-05208 23839985 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-23-000002 (34 Act) Size: 104 KB |
2023-01-24 | 028-05208 23546697 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-22-000009 (34 Act) Size: 102 KB |
2022-10-27 | 028-05208 221336550 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-22-000007 (34 Act) Size: 103 KB |
2022-08-01 | 028-05208 221122071 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-22-000005 (34 Act) Size: 105 KB |
2022-05-05 | 028-05208 22893150 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-22-000003 (34 Act) Size: 110 KB |
2022-01-31 | 028-05208 22572206 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-21-000011 (34 Act) Size: 99 KB |
2021-10-25 | 028-05208 211343388 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-21-000009 (34 Act) Size: 98 KB |
2021-08-09 | 028-05208 211154140 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-21-000007 (34 Act) Size: 102 KB |
2021-08-09 | 028-05208 211154049 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-21-000005 (34 Act) Size: 83 KB |
2021-04-27 | 028-05208 21855490 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-21-000003 (34 Act) Size: 81 KB |
2021-02-01 | 028-05208 21576167 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-20-000009 (34 Act) Size: 69 KB |
2020-10-28 | 028-05208 201267420 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-20-000007 (34 Act) Size: 67 KB |
2020-07-23 | 028-05208 201043289 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-20-000005 (34 Act) Size: 65 KB |
2020-04-29 | 028-05208 20830471 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-20-000002 (34 Act) Size: 68 KB |
2020-01-27 | 028-05208 20549963 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-19-000009 (34 Act) Size: 72 KB |
2019-10-25 | 028-05208 191170368 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-19-000007 (34 Act) Size: 73 KB |
2019-07-18 | 028-05208 19960893 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-19-000005 (34 Act) Size: 72 KB |
2019-04-24 | 028-05208 19764318 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-19-000002 (34 Act) Size: 78 KB |
2019-01-28 | 028-05208 19545229 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-18-000010 (34 Act) Size: 81 KB |
2018-10-26 | 028-05208 181141609 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-18-000008 (34 Act) Size: 80 KB |
2018-07-19 | 028-05208 18960047 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-18-000006 (34 Act) Size: 80 KB |
2018-04-19 | 028-05208 18764270 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-18-000002 (34 Act) Size: 84 KB |
2018-01-25 | 028-05208 18546268 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-17-000009 (34 Act) Size: 82 KB |
2017-10-19 | 028-05208 171144004 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-17-000007 (34 Act) Size: 80 KB |
2017-07-24 | 028-05208 17977891 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-17-000005 (34 Act) Size: 78 KB |
2017-04-24 | 028-05208 17778383 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-17-000002 (34 Act) Size: 77 KB |
2017-01-26 | 028-05208 17549118 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-16-000020 (34 Act) Size: 77 KB |
2016-11-02 | 028-05208 161967085 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-16-000017 (34 Act) Size: 76 KB |
2016-07-19 | 028-05208 161773069 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-16-000015 (34 Act) Size: 76 KB |
2016-04-14 | 028-05208 161571101 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001005607-16-000011 (34 Act) Size: 77 KB |
2016-01-20 | 028-05208 161350457 |