Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
6 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
6 Mar 24
DEF 14C
Information statement
29 Sep 23
PRE 14C
Preliminary information
18 Sep 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Sep 23
N-PX
Annual report of proxy voting record
11 Aug 23
N-CEN
Annual report (registered investment company)
9 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
6 Mar 23
CORRESP
Correspondence with SEC
1 Dec 22
DEF 14C
Information statement
14 Nov 22
PRE 14C
Preliminary information
1 Nov 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Sep 22
N-PX
Annual report of proxy voting record
17 Aug 22
DEF 14C
Information statement
22 Jun 22
PRE 14C
Preliminary information
6 Jun 22
N-CEN
Annual report (registered investment company)
8 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
4 Mar 22
CORRESP
Correspondence with SEC
8 Nov 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Sep 21
N-PX
Annual report of proxy voting record
17 Aug 21
DEF 14A
Definitive proxy
28 Jul 21
CORRESP
Correspondence with SEC
20 Jul 21
DEF 14C
Information statement
16 Jul 21
PRE 14C
Preliminary information
6 Jul 21
PRE 14A
Preliminary proxy
6 Jul 21
CORRESP
Correspondence with SEC
22 Apr 21
N-CEN/A
Annual report (registered investment company) (amended)
19 Mar 21
N-CEN
Annual report (registered investment company)
8 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
3 Mar 21
N-14
Registration statement for investment companies business combination
18 Sep 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Sep 20
N-PX
Annual report of proxy voting record
28 Aug 20
DEF 14C
Information statement
1 Jun 20
PRE 14C
Preliminary information
22 May 20
DEF 14A
Definitive proxy
18 May 20
CORRESP
Correspondence with SEC
23 Apr 20
N-14
Registration statement for investment companies business combination
17 Apr 20
N-CEN
Annual report (registered investment company)
9 Mar 20
N-CSR
Certified annual shareholder report (management investment company)
5 Mar 20
DEF 14C
Information statement
20 Feb 20
Latest ownership filings
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
Monthly portfolio investment report
21 Feb 24
NPORT-P
ON iShares Managed Risk Balanced Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON iShares Managed Risk Moderate Growth Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Growth Model Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON iShares Managed Risk Growth Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Fidelity Institutional AM Equity Growth Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Federated Core Plus Bond Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Moderate Growth Model Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Moderately Conservative Model Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Federated High Income Bond Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Nasdaq-100 Index Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Bond Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON Risk Managed Balanced Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON S&P 500 Index Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON BlackRock Advantage Large Cap Core Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON BlackRock Balanced Allocation Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON BlackRock Advantage Small Cap Growth Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON S&P MidCap 400 Index Portfolio (Sep 2023 report)
27 Nov 23
NPORT-P
ON BlackRock Advantage Large Cap Growth Portfolio (Sep 2023 report)
27 Nov 23