ROOSEVELT INVESTMENT GROUP LLC SEC EDGAR Filings (CIK 0001020617)

SEC EDGAR filings, ownership reports, and insider transactions for ROOSEVELT INVESTMENT GROUP LLC.

Business address
570 Lexington Ave, Suite 1800, New York, NY, 10022
Top securities (13F)
IEFA, AAPL, MSFT, BRKB, VTV, GOOGL, UNH, VRTX, ODFL, CEG, NEE, KEYS, STZ, DIVB, MCHP, AZO, HD, PLD, FDLO, and CCI
State of incorporation
DE
Fiscal year end
31 December
Former names
ROOSEVELT INVESTMENT GROUP INC (to 12 Nov 2020), SHEER ASSET MANAGEMENT INC (to 15 May 2002), SHEER ASSET MANAGEMENT (to 16 Oct 2001)
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ROOSEVELT INVESTMENT GROUP LLC has filed 98 SEC EDGAR filings since 08 Apr 1999

Latest Filings

Recent SEC filings for ROOSEVELT INVESTMENT GROUP LLC including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2022 30 Sep 2022 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2022 30 Jun 2022 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2022 31 Mar 2022 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2022 31 Dec 2021 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2021 30 Sep 2021 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2021 30 Jun 2021 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2021 31 Mar 2021 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2021 31 Dec 2020 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2020 30 Sep 2020 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2020 30 Jun 2020 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2020 31 Mar 2020 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2020 31 Dec 2019 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2019 30 Jun 2019 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2019 31 Mar 2019 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2019 31 Dec 2018 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2018 30 Sep 2018 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2018 30 Jun 2018 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2018 31 Mar 2018 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2018 31 Dec 2017 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2017 30 Sep 2017 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2017 30 Jun 2017 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2017 31 Mar 2017 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2017 31 Dec 2016 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2016 30 Sep 2016 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2016 30 Jun 2016 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2016 31 Mar 2016 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2016 31 Dec 2015 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2015 30 Sep 2015 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2015 30 Jun 2015 028-03511
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 11 Jun 2015 31 Mar 2015 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2015 31 Mar 2015 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2015 31 Dec 2014 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2014 30 Sep 2014 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2014 30 Jun 2014 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2014 31 Mar 2014 028-03511
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Feb 2014 31 Dec 2013 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2014 31 Dec 2013 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2013 30 Sep 2013 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2013 30 Jun 2013 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR Q1 2013 13F REPORT 13 May 2013 31 Mar 2013 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F REPORT 15 Feb 2013 31 Dec 2012 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR Q3 2012 13F FILILNG 13 Nov 2012 30 Sep 2012 028-03511
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F REPORT AMENDMENT 2 10 Aug 2012 30 Jun 2012 028-03511
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F REPORT AMENDMENT 06/30/2012 10 Aug 2012 30 Jun 2012 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F REPORT 09 Aug 2012 30 Jun 2012 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR ROOSEVELT 13F Q12012 14 May 2012 31 Mar 2012 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 4TH QUARTER 2011 13F 10 Feb 2012 31 Dec 2011 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F REPORT 14 Nov 2011 30 Sep 2011 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F 63011 15 Aug 2011 30 Jun 2011 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR Q1 2011 13F 09 May 2011 31 Mar 2011 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR ROOSEVELT INVESTMENTS 13F Q4 2010 10 Feb 2011 31 Dec 2010 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2010 30 Sep 2010 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2010 30 Jun 2010 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2010 31 Mar 2010 028-03511
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2010 31 Dec 2009 028-03511

About this filer

ROOSEVELT INVESTMENT GROUP LLC files with the SEC under CIK 0001020617. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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