State location: AL | State of Inc.: AL | Fiscal Year End: 1231
formerly: WA Asset Management, LLC (filings through 2022-11-15)
formerly: Warren Averett Asset Management, LLC (filings through 2022-05-17)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001398344-25-002762 (34 Act) Size: 492 KB |
2025-02-14 | 028-15191 25623671 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001398344-24-020725 (34 Act) Size: 400 KB |
2024-11-14 | 028-15191 241457575 |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001398344-24-016760 (34 Act) Size: 202 KB |
2024-08-29 | 028-15191 241261375 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001398344-24-014618 (34 Act) Size: 526 KB |
2024-08-14 | 028-15191 241204636 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001398344-24-009717 (34 Act) Size: 470 KB |
2024-05-15 | 028-15191 24952209 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-24-000003 (34 Act) Size: 326 KB |
2024-02-14 | 028-15191 24639450 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-23-000006 (34 Act) Size: 295 KB |
2023-11-14 | 028-15191 231407705 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-23-000005 (34 Act) Size: 261 KB |
2023-08-15 | 028-15191 231172421 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-23-000004 (34 Act) Size: 221 KB |
2023-05-16 | 028-15191 23924827 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-23-000003 (34 Act) Size: 213 KB |
2023-02-15 | 028-15191 23632622 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-22-000005 (34 Act) Size: 137 KB |
2022-11-15 | 028-15191 221389118 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-22-000004 (34 Act) Size: 155 KB |
2022-08-15 | 028-15191 221166769 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-22-000002 (34 Act) Size: 159 KB |
2022-05-17 | 028-15191 22931362 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-22-000001 (34 Act) Size: 154 KB |
2022-02-15 | 028-15191 22635882 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-21-000006 (34 Act) Size: 144 KB |
2021-11-15 | 028-15191 211405374 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-21-000004 (34 Act) Size: 137 KB |
2021-08-17 | 028-15191 211180492 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-21-000003 (34 Act) Size: 89 KB |
2021-05-24 | 028-15191 21950416 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-21-000001 (34 Act) Size: 78 KB |
2021-02-16 | 028-15191 21630526 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-20-000005 (34 Act) Size: 73 KB |
2020-11-02 | 028-15191 201279799 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-20-000003 (34 Act) Size: 79 KB |
2020-08-17 | 028-15191 201107015 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-20-000002 (34 Act) Size: 74 KB |
2020-05-14 | 028-15191 20876391 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-20-000001 (34 Act) Size: 72 KB |
2020-02-07 | 028-15191 20587246 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-19-000006 (34 Act) Size: 64 KB |
2019-11-12 | 028-15191 191208303 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-19-000005 (34 Act) Size: 68 KB |
2019-08-12 | 028-15191 191016666 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-19-000004 (34 Act) Size: 67 KB |
2019-05-06 | 028-15191 19797668 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-19-000003 (34 Act) Size: 61 KB |
2019-02-13 | 028-15191 19592242 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-18-000005 (34 Act) Size: 99 KB |
2018-11-05 | 028-15191 181158358 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-18-000004 (34 Act) Size: 97 KB |
2018-08-02 | 028-15191 18987665 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-18-000003 (34 Act) Size: 90 KB |
2018-05-04 | 028-15191 18807073 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-18-000002 (34 Act) Size: 204 KB |
2018-02-12 | 028-15191 18593279 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-17-000007 (34 Act) Size: 120 KB |
2017-10-30 | 028-15191 171161769 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-17-000005 (34 Act) Size: 112 KB |
2017-07-27 | 028-15191 17985419 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-17-000004 (34 Act) Size: 109 KB |
2017-05-08 | 028-15191 17819691 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-17-000001 (34 Act) Size: 63 KB |
2017-01-24 | 028-15191 17544194 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-16-000009 (34 Act) Size: 54 KB |
2016-10-27 | 028-15191 161954654 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-16-000008 (34 Act) Size: 47 KB |
2016-07-13 | 028-15191 161765935 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-16-000006 (34 Act) Size: 49 KB |
2016-04-20 | 028-15191 161581137 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-16-000005 (34 Act) Size: 67 KB |
2016-02-08 | 028-15191 161395518 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-15-000004 (34 Act) Size: 222 KB |
2015-11-02 | 028-15191 151190453 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001568787-15-000003 (34 Act) Size: 189 KB |
2015-08-10 | 028-15191 151039668 |