Latest filings (excl ownership)
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
MA-I
Municipal Advisor registration (individual)
8 Sep 21
MA-A
Municipal Advisor registration (firm) (update)
31 Dec 20
MA-A
Municipal Advisor registration (firm) (update)
20 Feb 20
MA-I/A
Municipal Advisor registration (individual) (amended)
27 Oct 17
MA-I
Municipal Advisor registration (individual)
16 Aug 17
MA
Municipal Advisor registration (firm)
8 Aug 17
D
$4.5K in equity, sold $2K, 3 investors
13 Jul 17
Latest ownership filings
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
SC 13G
ELECTRO SENSORS INC
10 Feb 23
SC 13G
NATURAL ALTERNATIVES INTERNATIONAL INC
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
SC 13D
Power REIT
22 Jun 16