SIC: 6282 - INVESTMENT ADVICE
State location: CA | State of Inc.: DE | Fiscal Year End: 0930
(CF Office: 02 Finance)
Get insider transactions for this issuer.
Get insider transactions for this reporting owner.
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 10-Q | Documents Interactive Data | Quarterly report [Sections 13 or 15(d)] Acc-no: 0000038777-25-000075 (34 Act) Size: 44 MB |
2025-05-02 | 001-09318 25905629 |
| 8-K | Documents Interactive Data | Current report, items 2.02, 7.01, and 9.01
Acc-no: 0000038777-25-000074 (34 Act) Size: 973 KB |
2025-05-02 | 001-09318 25905624 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-25-000014 (34 Act) Size: 901 KB |
2025-04-21 | 811-23408 25854667 |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000070 Size: 22 KB |
2025-04-21 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000069 Size: 23 KB |
2025-04-16 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-011749 Size: 7 KB |
2025-04-07 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000058 Size: 22 KB |
2025-04-02 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-011033 Size: 6 KB |
2025-04-02 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-011032 Size: 6 KB |
2025-04-02 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000057 Size: 22 KB |
2025-03-27 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000053 Size: 22 KB |
2025-03-17 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-25-000010 (34 Act) Size: 902 KB |
2025-03-06 | 811-22546 25714605 |
| 4/A | Documents | [Amend] Statement of changes in beneficial ownership of securities Acc-no: 0000914851-25-000008 (34 Act) Size: 902 KB |
2025-03-06 | 811-22546 25714503 |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000051 Size: 23 KB |
2025-03-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-008232 Size: 6 KB |
2025-03-05 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000050 Size: 26 KB |
2025-02-26 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000049 Size: 25 KB |
2025-02-26 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000048 Size: 22 KB |
2025-02-24 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000047 Size: 23 KB |
2025-02-19 | |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000038777-25-000026 (34 Act) Size: 6 MB |
2025-02-12 | 028-00734 25613783 |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000025 Size: 24 KB |
2025-02-11 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000024 Size: 22 KB |
2025-02-11 | |
| 8-K | Documents Interactive Data | Current report, items 5.07 and 9.01
Acc-no: 0000038777-25-000022 (34 Act) Size: 177 KB |
2025-02-07 | 001-09318 25599310 |
| S-3ASR | Documents Interactive Data | Automatic shelf registration statement of securities of well-known seasoned issuers Acc-no: 0001552781-25-000022 (33 Act) Size: 1 MB |
2025-02-05 | 333-284711 25594192 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003202 Size: 4 KB |
2025-02-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003200 Size: 6 KB |
2025-02-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003199 Size: 4 KB |
2025-02-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003195 Size: 4 KB |
2025-02-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003192 Size: 6 KB |
2025-02-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003188 Size: 6 KB |
2025-02-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003187 Size: 6 KB |
2025-02-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-003185 Size: 4 KB |
2025-02-05 | |
| 10-Q | Documents Interactive Data | Quarterly report [Sections 13 or 15(d)] Acc-no: 0000038777-25-000017 (34 Act) Size: 7 MB |
2025-01-31 | 001-09318 25576039 |
| 8-K | Documents Interactive Data | Current report, items 2.02, 7.01, and 9.01
Acc-no: 0000038777-25-000016 (34 Act) Size: 878 KB |
2025-01-31 | 001-09318 25576033 |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000011 Size: 25 KB |
2025-01-27 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000010 Size: 26 KB |
2025-01-27 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000009 Size: 26 KB |
2025-01-27 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000008 Size: 27 KB |
2025-01-27 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000007 Size: 26 KB |
2025-01-27 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000006 Size: 25 KB |
2025-01-27 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000005 Size: 26 KB |
2025-01-27 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-25-000004 Size: 24 KB |
2025-01-27 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-001956 Size: 6 KB |
2025-01-24 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000003 Size: 23 KB |
2025-01-22 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-25-000002 Size: 22 KB |
2025-01-22 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-25-000004 (34 Act) Size: 901 KB |
2025-01-07 | 811-22546 25516226 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-000352 Size: 6 KB |
2025-01-03 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-25-000351 Size: 6 KB |
2025-01-03 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-24-000419 (34 Act) Size: 901 KB |
2024-12-31 | 811-22546 241591546 |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000231 Size: 30 KB |
2024-12-30 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-24-000417 (34 Act) Size: 901 KB |
2024-12-27 | 811-22546 241583551 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-029980 Size: 6 KB |
2024-12-23 | |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000226 Size: 30 KB |
2024-12-23 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-24-000415 (34 Act) Size: 901 KB |
2024-12-20 | 811-22546 241568594 |
| DEF 14A | Documents Interactive Data | Other definitive proxy statements Acc-no: 0001140361-24-050019 (34 Act) Size: 15 MB |
2024-12-20 | 001-09318 241565911 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-24-000413 (34 Act) Size: 901 KB |
2024-12-18 | 811-22546 241560151 |
| SCHEDULE 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000224 Size: 30 KB |
2024-12-17 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-029306 Size: 10 KB |
2024-12-13 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-029305 Size: 9 KB |
2024-12-13 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-24-000411 (34 Act) Size: 901 KB |
2024-12-13 | 811-22546 241547093 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-029251 Size: 6 KB |
2024-12-12 | |
| SC 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000221 Size: 199 KB |
2024-12-12 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0000914851-24-000373 (34 Act) Size: 902 KB |
2024-12-10 | 811-22546 241539762 |
| SC 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000220 Size: 197 KB |
2024-12-06 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028737 Size: 6 KB |
2024-12-05 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028390 Size: 9 KB |
2024-12-03 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028389 Size: 8 KB |
2024-12-03 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028388 Size: 4 KB |
2024-12-03 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028387 Size: 4 KB |
2024-12-03 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028386 Size: 4 KB |
2024-12-03 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000218 Size: 26 KB |
2024-12-02 | |
| SC 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000216 Size: 218 KB |
2024-12-02 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028218 Size: 9 KB |
2024-11-27 | |
| 13F-HR/A | Documents | [Amend] Quarterly report filed by institutional managers, Holdings Acc-no: 0000038777-24-000215 (34 Act) Size: 5 MB |
2024-11-27 | 028-00734 241508778 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-028068 Size: 6 KB |
2024-11-26 | |
| SC 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000214 Size: 218 KB |
2024-11-21 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000213 Size: 25 KB |
2024-11-21 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000212 Size: 25 KB |
2024-11-21 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000211 Size: 27 KB |
2024-11-21 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000210 Size: 25 KB |
2024-11-21 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000209 Size: 28 KB |
2024-11-21 | |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000208 Size: 25 KB |
2024-11-21 | |
| SC 13D/A | Documents | [Amend] General Statement of Acquisition of Beneficial Ownership Acc-no: 0000038777-24-000207 Size: 193 KB |
2024-11-15 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-027300 Size: 6 KB |
2024-11-14 | |
| 10-K | Documents Interactive Data | Annual report [Section 13 and 15(d), not S-K Item 405] Acc-no: 0000038777-24-000206 (34 Act) Size: 23 MB |
2024-11-12 | 001-09318 241446827 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026947 Size: 6 KB |
2024-11-12 | |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001422848-24-000377 (34 Act) Size: 18 KB |
2024-11-12 | 005-14463 241446270 |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000205 Size: 25 KB |
2024-11-12 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000204 Size: 26 KB |
2024-11-12 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000203 Size: 24 KB |
2024-11-12 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0000038777-24-000202 Size: 24 KB |
2024-11-12 | |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000038777-24-000181 (34 Act) Size: 5 MB |
2024-11-12 | 028-00734 241444912 |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026676 Size: 6 KB |
2024-11-07 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026674 Size: 4 KB |
2024-11-07 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026673 Size: 6 KB |
2024-11-07 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026672 Size: 6 KB |
2024-11-07 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026670 Size: 6 KB |
2024-11-07 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026665 Size: 11 KB |
2024-11-07 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026669 Size: 4 KB |
2024-11-07 | |
| 4 | Documents | Statement of changes in beneficial ownership of securities Acc-no: 0001127602-24-026668 Size: 4 KB |
2024-11-07 |