Report initiated as the FR Y-9


Revised to parallel the Reports of Condition and Income (Call Report) for commercial banks


Revised and split into two reports: FR Y 9C (consolidated statements) and FR Y 9LP (parent-company-only statements)

June 1986

Schedules were added to allow the calculation of risk based capital measures

September 1990

Inflation, industry consolidation, and normal asset growth of BHCs led to an increase in the asset-size threshold for filing the FR Y-9C from $150 million to $500 million

March 2006

Dodd-Frank Wall Street Reform and Consumer Protection Act

July 21, 2010

Fed provided a two year phase-in approach for regulatory reporting for all other SLHCs beginning March 31, 2012

March 31, 2012

Respondent burden reduction initiatives led to the asset-sized threshold change from $500 million to $1 billion

March 2015