Financial reports
No filings
Current reports
No filings
Registration and prospectus
Proxies
No filings
Other
MA-I
Municipal Advisor registration (individual)
4 Sep 24
MA-A
Municipal Advisor registration (firm) (update)
4 Jan 24
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Apr 23
MA-I
Municipal Advisor registration (individual)
27 Apr 23
MA-A
Municipal Advisor registration (firm) (update)
25 Apr 23
MA-A
Municipal Advisor registration (firm) (update)
25 Apr 23
MA-I/A
Municipal Advisor registration (individual) (amended)
10 Feb 23
MA-A
Municipal Advisor registration (firm) (update)
13 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Dec 22
MA-A
Municipal Advisor registration (firm) (update)
21 Jan 22
Ownership
13F-HR
Quarterly holdings report by institutional manager
25 Oct 24
SC 13G
CREDITRISKMONITOR COM INC
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
SC 13G/A
NATURAL ALTERNATIVES INTERNATIONAL INC
5 Feb 24
SC 13G/A
ELECTRO SENSORS INC
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23