State location: CT | Fiscal Year End: 1231
formerly: LLBH Private Wealth Management, LLC (filings through 2019-08-13)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-25-001596 (34 Act) Size: 101 KB |
2025-02-14 | 028-17126 25627062 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-24-005732 (34 Act) Size: 106 KB |
2024-11-14 | 028-17126 241457951 |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001085146-24-004614 (34 Act) Size: 574 KB |
2024-10-02 | 028-17126 241345683 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-24-004037 (34 Act) Size: 104 KB |
2024-08-16 | 028-17126 241213675 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-24-002538 (34 Act) Size: 110 KB |
2024-05-15 | 028-17126 24947969 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-24-001518 (34 Act) Size: 109 KB |
2024-02-15 | 028-17126 24643224 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-23-004415 (34 Act) Size: 115 KB |
2023-11-14 | 028-17126 231404175 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-23-003468 (34 Act) Size: 103 KB |
2023-08-17 | 028-17126 231179545 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-23-003450 (34 Act) Size: 103 KB |
2023-08-14 | 028-17126 231171659 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-23-002390 (34 Act) Size: 109 KB |
2023-05-15 | 028-17126 23920696 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-23-000808 (34 Act) Size: 102 KB |
2023-02-08 | 028-17126 23599844 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-22-004142 (34 Act) Size: 102 KB |
2022-11-15 | 028-17126 221390487 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001085146-22-004141 (34 Act) Size: 93 KB |
2022-11-15 | 028-17126 221390486 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000062 (34 Act) Size: 86 KB |
2022-08-05 | 028-17126 221139929 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000046 (34 Act) Size: 99 KB |
2022-05-20 | 028-17126 22946663 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000045 (34 Act) Size: 69 KB |
2022-05-20 | 028-17126 22946662 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000040 (34 Act) Size: 82 KB |
2022-05-13 | 028-17126 22921033 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000016 (34 Act) Size: 117 KB |
2022-02-14 | 028-17126 22628305 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000116 (34 Act) Size: 101 KB |
2021-11-15 | 028-17126 211410576 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000088 (34 Act) Size: 71 KB |
2021-08-10 | 028-17126 211161033 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000064 (34 Act) Size: 70 KB |
2021-05-17 | 028-17126 21928508 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000018 (34 Act) Size: 68 KB |
2021-02-16 | 028-17126 21640246 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000156 (34 Act) Size: 61 KB |
2020-11-13 | 028-17126 201310524 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000134 (34 Act) Size: 73 KB |
2020-08-11 | 028-17126 201091172 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000108 (34 Act) Size: 69 KB |
2020-05-14 | 028-17126 20878857 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000038 (34 Act) Size: 61 KB |
2020-02-13 | 028-17126 20606433 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000117 (34 Act) Size: 64 KB |
2019-11-08 | 028-17126 191203590 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000091 (34 Act) Size: 56 KB |
2019-08-13 | 028-17126 191018407 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000090 (34 Act) Size: 81 KB |
2019-08-07 | 028-17126 191006394 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000059 (34 Act) Size: 55 KB |
2019-05-08 | 028-17126 19804934 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000019 (34 Act) Size: 54 KB |
2019-02-08 | 028-17126 19576863 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-18-000076 (34 Act) Size: 58 KB |
2018-11-08 | 028-17126 181168503 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-18-000049 (34 Act) Size: 56 KB |
2018-08-03 | 028-17126 18990678 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-18-000034 (34 Act) Size: 57 KB |
2018-05-11 | 028-17126 18826319 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-18-000010 (34 Act) Size: 56 KB |
2018-02-09 | 028-17126 18590702 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-17-000101 (34 Act) Size: 52 KB |
2017-11-13 | 028-17126 171194780 |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-17-000087 (34 Act) Size: 39 KB |
2017-08-14 | 028-17126 171028226 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-17-000072 (34 Act) Size: 47 KB |
2017-08-03 | 028-17126 171003658 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-17-000055 (34 Act) Size: 40 KB |
2017-05-04 | 028-17126 17813546 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-17-000038 (34 Act) Size: 36 KB |
2017-02-10 | 028-17126 17591306 |