BOK Financial Private Wealth, Inc.

Entity
Company
Business address
1600 Broadway, 3 Rd Floor, 80202 Denver, CO
Phone
303-539-0100
State of incorporation
CO
Fiscal year end
December 5
Former names
Milestone Group, Inc. (to 8/1/2019)
Signature 13F
Ryan Flippo - Chief Compliance Officer
All SEC filings
View on sec.gov
BOK Financial Private Wealth, Inc. has filed 93 SEC EDGAR filings since 2/11/2005

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-11128
13F-HR Open Document Open Filing May 14, 2025 Mar 31, 2025 028-11128
13F-HR Open Document Open Filing Feb 7, 2025 Dec 31, 2024 028-11128
13F-HR Open Document Open Filing Nov 13, 2024 Sep 30, 2024 028-11128
13F-HR Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-11128
13F-HR Open Document Open Filing May 1, 2024 Mar 31, 2024 028-11128
13F-HR Open Document Open Filing Jan 30, 2024 Dec 31, 2023 028-11128
13F-HR Open Document Open Filing Oct 13, 2023 Sep 30, 2023 028-11128
13F-HR Open Document Open Filing Aug 8, 2023 Jun 30, 2023 028-11128
13F-HR Open Document Open Filing Apr 24, 2023 Mar 31, 2023 028-11128
13F-HR Open Document Open Filing Feb 2, 2023 Dec 31, 2022 028-11128
13F-HR/A Open Document Open Filing Nov 7, 2022 Sep 30, 2022 028-11128
13F-HR Open Document Open Filing Nov 4, 2022 Sep 30, 2022 028-11128
13F-HR Open Document Open Filing Aug 15, 2022 Jun 30, 2022 028-11128
13F-HR Open Document Open Filing May 9, 2022 Mar 31, 2022 028-11128
13F-HR Open Document Open Filing Feb 15, 2022 Dec 31, 2021 028-11128
13F-HR/A Open Document Open Filing Nov 15, 2021 Sep 30, 2021 028-11128
13F-HR Open Document Open Filing Nov 9, 2021 Sep 30, 2021 028-11128
13F-HR Open Document Open Filing Aug 3, 2021 Jun 30, 2021 028-11128
13F-HR Open Document Open Filing May 12, 2021 Mar 31, 2021 028-11128
SC 13G Open Document Open Filing BOKFPWI 13G 12-31-2020 Feb 1, 2021 005-90890
13F-HR Open Document Open Filing Feb 1, 2021 Dec 31, 2020 028-11128
13F-HR Open Document Open Filing Nov 6, 2020 Sep 30, 2020 028-11128
13F-HR Open Document Open Filing Aug 13, 2020 Jun 30, 2020 028-11128
13F-HR Open Document Open Filing May 7, 2020 Mar 31, 2020 028-11128
SC 13G Open Document Open Filing BOK FINANCIAL PRIVATE WEALTH, INC. 13G 2019-12-31 Feb 5, 2020 005-90890
13F-HR Open Document Open Filing Feb 5, 2020 Dec 31, 2019 028-11128
13F-HR Open Document Open Filing Nov 8, 2019 Sep 30, 2019 028-11128
13F-HR Open Document Open Filing Aug 1, 2019 Jun 30, 2019 028-11128
13F-HR Open Document Open Filing Apr 30, 2019 Mar 31, 2019 028-11128
SC 13G Open Document Open Filing THE MILESTONE GROUP 13G 12312018 Feb 14, 2019 005-90890
13F-HR Open Document Open Filing Feb 13, 2019 Dec 31, 2018 028-11128
13F-HR Open Document Open Filing Oct 23, 2018 Sep 30, 2018 028-11128
13F-HR Open Document Open Filing Aug 8, 2018 Jun 30, 2018 028-11128
13F-HR Open Document Open Filing May 9, 2018 Mar 31, 2018 028-11128
13F-HR Open Document Open Filing Feb 5, 2018 Dec 31, 2017 028-11128
13F-HR Open Document Open Filing Nov 6, 2017 Sep 30, 2017 028-11128
13F-HR Open Document Open Filing Jul 27, 2017 Jun 30, 2017 028-11128
13F-HR Open Document Open Filing May 9, 2017 Mar 31, 2017 028-11128
13F-HR Open Document Open Filing Feb 8, 2017 Dec 31, 2016 028-11128
13F-HR Open Document Open Filing Nov 7, 2016 Sep 30, 2016 028-11128
13F-HR Open Document Open Filing Aug 10, 2016 Jun 30, 2016 028-11128
13F-HR Open Document Open Filing May 12, 2016 Mar 31, 2016 028-11128
13F-HR Open Document Open Filing Feb 8, 2016 Dec 31, 2015 028-11128
SC 13G/A Open Document Open Filing SCHEDULE 13G HOLDINGS REPORT AMENDMENT Feb 3, 2016
13F-HR Open Document Open Filing Oct 22, 2015 Sep 30, 2015 028-11128
13F-HR Open Document Open Filing Jul 16, 2015 Jun 30, 2015 028-11128
13F-HR Open Document Open Filing Apr 30, 2015 Mar 31, 2015 028-11128
SC 13G/A Open Document Open Filing SCHEDULE 13G HOLDINGS REPORT AMENDMENT Feb 4, 2015
13F-HR Open Document Open Filing Feb 3, 2015 Dec 31, 2014 028-11128
13F-HR Open Document Open Filing Nov 5, 2014 Sep 30, 2014 028-11128
13F-HR Open Document Open Filing Aug 1, 2014 Jun 30, 2014 028-11128
13F-HR Open Document Open Filing May 5, 2014 Mar 31, 2014 028-11128
13F-HR Open Document Open Filing Jan 28, 2014 Dec 31, 2013 028-11128
SC 13G/A Open Document Open Filing SCHEDULE 13G HOLDINGS REPORT AMENDMENT Jan 21, 2014