Current Market Value 211,873,591
Current Holdings 140
Most Recent File Date 2024-02-09
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Moreno Evelyn V . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-02-09 2023-12-31 13F-HR 140 211,874
2023-10-23 2023-09-30 13F-HR 141 459,073
2023-07-27 2023-06-30 13F-HR 125 468,319
2023-05-12 2023-03-31 13F-HR/A 1 R 121 441,171
2023-05-12 2023-03-31 13F-HR 121 441,171
2023-02-09 2022-12-31 13F-HR 163 432,450
2022-11-10 2022-09-30 13F-HR 142 221,489
2022-08-11 2022-06-30 13F-HR 158 428,698
2022-05-12 2022-03-31 13F-HR 109 494,012
2022-02-08 2021-12-31 13F-HR 59 500,016
2021-10-26 2021-09-30 13F-HR 58 424,839
2021-07-14 2021-06-30 13F-HR 55 425,911
2021-04-26 2021-03-31 13F-HR 61 419,540
2021-02-10 2020-12-31 13F-HR 61 402,564
2020-11-03 2020-09-30 13F-HR 69 369,661
2020-07-23 2020-06-30 13F-HR 67 343,951
2020-04-22 2020-03-31 13F-HR 64 294,711
2020-01-27 2019-12-31 13F-HR 65 371,532
2019-11-05 2019-09-30 13F-HR 66 364,536
2019-08-01 2019-06-30 13F-HR 57 328,890
2019-04-17 2019-03-31 13F-HR 65 338,904
2019-01-14 2018-12-31 13F-HR 62 302,750
2018-10-23 2018-09-30 13F-HR 64 357,349
2018-07-26 2018-06-30 13F-HR 64 342,883
2018-04-19 2018-03-31 13F-HR 61 326,809
2018-02-06 2017-12-31 13F-HR 65 330,521
2017-11-03 2017-09-30 13F-HR 66 334,388
2017-07-21 2017-06-30 13F-HR 69 325,784
2017-04-05 2017-03-31 13F-HR 69 328,749
2017-01-10 2016-12-31 13F-HR 68 277,288
2016-10-24 2016-09-30 13F-HR 76 242,440
2016-10-24 2016-09-30 13F-HR/A 1 R 67 272,685
2016-07-07 2016-06-30 13F-HR 67 263,624
2016-04-20 2016-03-31 13F-HR 69 258,319
2016-01-06 2015-12-31 13F-HR 67 240,030
2015-10-06 2015-09-30 13F-HR 70 232,912
2015-07-08 2015-06-30 13F-HR 72 251,611
2015-04-03 2015-03-31 13F-HR 77 264,651
2015-01-23 2014-12-31 13F-HR 77 271,723
2014-10-07 2014-09-30 13F-HR 73 260,570
2014-07-02 2014-06-30 13F-HR 76 266,318
2014-04-01 2014-03-31 13F-HR 78 254,230
2014-02-10 2013-12-31 13F-HR 76 242,440