This page lists the SEC filings reported by BOK Financial Private Wealth, Inc..
| Type | Filed | Filer | Subject | Shares Owned | Percent Owned | |
|---|---|---|---|---|---|---|
| SC 13G | 2021-02-01 | BOK Financial Private Wealth, Inc. | BOK Financial Private Wealth, Inc. | - | - | EDGAR |
| SC 13G | 2020-02-05 | BOK Financial Private Wealth, Inc. | BOK Financial Private Wealth, Inc. | - | - | EDGAR |
| SC 13G | 2019-02-14 | Milestone Group, Inc. | Milestone Group, Inc. | - | - | EDGAR |
| SC 13G/A | 2016-02-03 | Milestone Group, Inc. | iSHARES TRUST | 1,304,465 | 4.5% | EDGAR |
| SC 13G/A | 2015-02-04 | Milestone Group, Inc. | iSHARES TRUST | 1,202,761 | 9.1% | EDGAR |
| SC 13G/A | 2014-01-21 | Milestone Group, Inc. | iSHARES TRUST | 878,515 | 17.9% | EDGAR |
| SC 13G/A | 2013-12-04 | Milestone Group, Inc. | iSHARES TRUST | 766,026 | 18.5% | EDGAR |
| SC 13G | 2013-11-05 | Milestone Group, Inc. | iSHARES TRUST | 429,208 | 13.2% | EDGAR |
- Form 13F-HR
- The 13F-HR report is filed quarterly to report securities held by the filer that fall under the SEC's 13F rules.
- Form SC 13D/G
- Reported by persons and groups who own 5% or more of any class of a company's outstanding shares. If the ownership changes by 1% or more, an amendment must be filed.
- Form 3, 4, and 5
- Form 3, 4, and 5 reports are filed to report insider transactions by company officers and directors, and any beneficial owners of more than ten percent of a company's shares. Form 3 is the initial report that must be filed when a person becomes an officer, director, or beneficial owner. Form 4 reports are used to report changes in ownership, while the Form 5 report is used for reporting transactions that should have been reported earlier in a Form 4 filing.