SHEPHERD KAPLAN KROCHUK, LLC

Business address
53 State Street, 23 Rd Floor, Boston, MA, 02109
Top securities (13F)
ANGL, VTI, AAPL, USMV, MTUM, SCHV, JQUA, ACWI, ET, JMBS, IJR, CPB, JEPI, CORP, SHV, BRKB, SCHD, VO, SGOV, and SPDN
State of incorporation
DE
Fiscal year end
31 December
Former names
GRT CAPITAL PARTNERS L.L.C. (to 10 Aug 2017), GRT CAPITAL PARTNERS LLC (to 15 May 2015)
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SHEPHERD KAPLAN KROCHUK, LLC has filed 145 SEC EDGAR filings since 13 Feb 2003

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-10361
N-PX Open Document Open Filing 28 Aug 2025 30 Jun 2025 028-10361
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-10361
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-10361
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-10361
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-10361
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-10361
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-10361
13F-HR Open Document Open Filing 15 May 2024 31 Mar 2024 028-10361
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-10361
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-10361
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-10361
13F-HR Open Document Open Filing 11 May 2023 31 Mar 2023 028-10361
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-10361
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-10361
13F-HR Open Document Open Filing 12 Aug 2022 30 Jun 2022 028-10361
13F-HR Open Document Open Filing 06 May 2022 31 Mar 2022 028-10361
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-10361
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-10361
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-10361
13F-HR Open Document Open Filing 17 May 2021 31 Mar 2021 028-10361
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-10361
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-10361
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-10361
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-10361
SC 13D/A Open Document Open Filing AMENDMENT NO. 3 TO THE SCHEDULE 13D 20 Apr 2020
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-10361
SC 13D/A Open Document Open Filing AMENDMENT NO. 2 TO THE SCHEDULE 13D 23 Dec 2019
SC 13D/A Open Document Open Filing AMENDMENT NO. 1 TO THE SCHEDULE 13D 11 Dec 2019
SC 13D Open Document Open Filing THE SCHEDULE 13D 27 Nov 2019
13F-HR Open Document Open Filing 12 Nov 2019 30 Sep 2019 028-10361
13F-HR Open Document Open Filing 12 Aug 2019 30 Jun 2019 028-10361
13F-HR Open Document Open Filing 14 May 2019 31 Mar 2019 028-10361
13F-HR Open Document Open Filing 12 Feb 2019 31 Dec 2018 028-10361
13F-HR Open Document Open Filing 14 Nov 2018 30 Sep 2018 028-10361
13F-HR Open Document Open Filing 14 Aug 2018 30 Jun 2018 028-10361
13F-HR Open Document Open Filing 11 May 2018 31 Mar 2018 028-10361
SC 13G/A Open Document Open Filing 13 Feb 2018
SC 13G/A Open Document Open Filing 13 Feb 2018
13F-HR Open Document Open Filing 13 Feb 2018 31 Dec 2017 028-10361
13F-HR Open Document Open Filing 14 Nov 2017 30 Sep 2017 028-10361
13F-HR Open Document Open Filing 10 Aug 2017 30 Jun 2017 028-10361
13F-HR Open Document Open Filing 12 May 2017 31 Mar 2017 028-10361
SC 13G/A Open Document Open Filing 10 Feb 2017
SC 13G/A Open Document Open Filing 10 Feb 2017
SC 13G/A Open Document Open Filing 10 Feb 2017
13F-HR Open Document Open Filing 10 Feb 2017 31 Dec 2016 028-10361
SC 13G/A Open Document Open Filing 30 Nov 2016
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-10361
13F-HR Open Document Open Filing 15 Aug 2016 30 Jun 2016 028-10361
13F-HR Open Document Open Filing 16 May 2016 31 Mar 2016 028-10361
13F-HR/A Open Document Open Filing 24 Mar 2016 31 Dec 2015 028-10361
SC 13G Open Document Open Filing 16 Feb 2016
SC 13G Open Document Open Filing 16 Feb 2016
SC 13G Open Document Open Filing 16 Feb 2016
SC 13G/A Open Document Open Filing 16 Feb 2016
SC 13G/A Open Document Open Filing 16 Feb 2016
13F-HR Open Document Open Filing 16 Feb 2016 31 Dec 2015 028-10361
13F-HR Open Document Open Filing 16 Nov 2015 30 Sep 2015 028-10361
13F-HR Open Document Open Filing 14 Aug 2015 30 Jun 2015 028-10361
13F-HR Open Document Open Filing 15 May 2015 31 Mar 2015 028-10361
13F-HR Open Document Open Filing 17 Feb 2015 31 Dec 2014 028-10361
SC 13G Open Document Open Filing 17 Feb 2015
SC 13G/A Open Document Open Filing 17 Feb 2015
SC 13G Open Document Open Filing 17 Feb 2015
13F-HR Open Document Open Filing 13 Nov 2014 30 Sep 2014 028-10361
13F-HR Open Document Open Filing 14 Aug 2014 30 Jun 2014 028-10361
13F-HR Open Document Open Filing 15 May 2014 31 Mar 2014 028-10361
13F-HR Open Document Open Filing 14 Feb 2014 31 Dec 2013 028-10361
SC 13G/A Open Document Open Filing 13 Feb 2014
SC 13G/A Open Document Open Filing 13 Feb 2014
SC 13G/A Open Document Open Filing 13 Feb 2014
SC 13G/A Open Document Open Filing 13 Feb 2014