Latest filings (excl ownership)
MA-W
Municipal Advisor notice of withdrawal
19 Jul 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-A
Municipal Advisor registration (firm) (update)
19 Apr 22
MA-A
Municipal Advisor registration (firm) (update)
12 Apr 21
MA-A
Municipal Advisor registration (firm) (update)
15 Apr 20
MA-A
Municipal Advisor registration (firm) (update)
22 Oct 19
MA-I/A
Municipal Advisor registration (individual) (amended)
19 Oct 17
MA-I/A
Municipal Advisor registration (individual) (amended)
20 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 17
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 17
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 17
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 17
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 17
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 17
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 17
MA-I
Municipal Advisor registration (individual)
18 Nov 15
MA-I
Municipal Advisor registration (individual)
16 Nov 15
MA-I
Municipal Advisor registration (individual)
13 Oct 15
MA-I
Municipal Advisor registration (individual)
4 Jun 15
MA-I
Municipal Advisor registration (individual)
14 May 15
MA-I
Municipal Advisor registration (individual)
14 May 15
MA-I
Municipal Advisor registration (individual)
14 May 15
MA
Municipal Advisor registration (firm)
3 Dec 14
MA-I
Municipal Advisor registration (individual)
3 Oct 14
MA-I
Municipal Advisor registration (individual)
3 Oct 14
MA-I
Municipal Advisor registration (individual)
29 Sep 14
MA-I
Municipal Advisor registration (individual)
29 Sep 14
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
22 Apr 21
13F-HR
Quarterly holdings report by institutional manager
20 Jan 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 20
13F-HR
Quarterly holdings report by institutional manager
14 Jul 20
13F-HR
Quarterly holdings report by institutional manager
13 Apr 20
13F-HR
Quarterly holdings report by institutional manager
15 Jan 20
13F-HR
Quarterly holdings report by institutional manager
11 Oct 19
13F-HR
Quarterly holdings report by institutional manager
15 Jul 19
13F-HR
Quarterly holdings report by institutional manager
22 Apr 19
13F-HR
Quarterly holdings report by institutional manager
22 Jan 19
13F-HR
Quarterly holdings report by institutional manager
5 Oct 18
13F-HR
Quarterly holdings report by institutional manager
13 Aug 18
SC 13G/A
Lattice INC
11 Feb 15
SC 13G
Boenning & Scattergood, Inc.
10 Dec 13
SC 13G
Boenning & Scattergood, Inc.
13 Nov 13