Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
Nokomis Capital, L.L.C. 2024 Q1 5/13/2024, 06:41 PM
KRAFT ASSET MANAGEMENT, LLC 2024 Q1 5/13/2024, 06:40 PM
Crewe Advisors LLC 2024 Q1 5/13/2024, 06:38 PM
PAYDEN & RYGEL INVESTMENT GROUP 2024 Q1 5/13/2024, 06:39 PM
Power Corp of Canada 2024 Q1 5/13/2024, 06:37 PM
Elgethun Capital Management 2024 Q1 5/13/2024, 06:29 PM
GOLDMAN SACHS GROUP INC 2023 Q4 - RESTATEMENT 5/13/2024, 06:25 PM
EVERMAY WEALTH MANAGEMENT LLC 2024 Q1 5/13/2024, 06:23 PM
Front Street Capital Management, Inc. 2024 Q1 5/13/2024, 06:18 PM
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 2024 Q1 5/13/2024, 06:18 PM
Burns Matteson Capital Management, LLC 2024 Q1 5/13/2024, 06:16 PM
MQS Management LLC 2024 Q1 5/13/2024, 06:15 PM
BOULDER HILL CAPITAL MANAGEMENT LP 2024 Q1 5/13/2024, 06:12 PM
Decheng Capital LLC 2024 Q1 5/13/2024, 06:04 PM
Laraway Financial Advisors Inc 2024 Q1 5/13/2024, 06:03 PM
EDGAR LOMAX CO/VA 2024 Q1 5/13/2024, 06:02 PM
Allianz Asset Management GmbH 2024 Q1 5/13/2024, 06:02 PM
Dempze Nancy E 2024 Q1 5/13/2024, 06:00 PM
Fourthstone LLC 2024 Q1 5/13/2024, 05:58 PM
RWWM, Inc. 2024 Q1 5/13/2024, 05:55 PM
TrueWealth Financial Partners 2024 Q1 5/13/2024, 05:55 PM
Wade Financial Advisory, Inc 2024 Q1 5/13/2024, 05:55 PM
Credit Capital Investments LLC 2024 Q1 5/13/2024, 05:54 PM
KING LUTHER CAPITAL MANAGEMENT CORP 2024 Q1 5/13/2024, 05:54 PM
Nicholas Investment Partners, LP 2024 Q1 5/13/2024, 05:54 PM
Latash Investments, LLC 2024 Q1 5/13/2024, 05:53 PM
Crown Oak Advisors, LLC 2024 Q1 5/13/2024, 05:52 PM
HC Advisors, LLC 2024 Q1 5/13/2024, 05:52 PM
Kidder Stephen W 2024 Q1 5/13/2024, 05:48 PM
Norwood Investment Partners, LP 2024 Q1 5/13/2024, 05:50 PM
PRIMECAP MANAGEMENT CO/CA/ 2024 Q1 5/13/2024, 05:49 PM
Ground Swell Capital, LLC 2024 Q1 5/13/2024, 05:48 PM
PIN OAK INVESTMENT ADVISORS INC 2024 Q1 5/13/2024, 05:45 PM
Narus Financial Partners, LLC 2019 Q2 5/13/2024, 05:45 PM
FIDUCIARY TRUST CO 2024 Q1 5/13/2024, 05:44 PM
Menard Financial Group LLC 2024 Q1 5/13/2024, 05:41 PM
Colonial Trust Co / SC 2024 Q1 5/13/2024, 05:41 PM
Vestal Point Capital, LP 2024 Q1 5/13/2024, 05:40 PM
Banco de Sabadell, S.A 2024 Q1 5/13/2024, 05:39 PM
COLDSTREAM CAPITAL MANAGEMENT INC 2024 Q1 5/13/2024, 05:39 PM
Colonial Trust Advisors 2024 Q1 5/13/2024, 05:38 PM
SOMERVILLE KURT F 2024 Q1 5/13/2024, 05:35 PM
InterOcean Capital Group, LLC 2024 Q1 5/13/2024, 05:28 PM
TIEMANN INVESTMENT ADVISORS, LLC 2024 Q1 5/13/2024, 05:28 PM
GQG Partners LLC 2024 Q1 5/13/2024, 05:26 PM
PITCAIRN CO 2024 Q1 5/13/2024, 05:25 PM
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2024 Q1 5/13/2024, 05:24 PM
SR ONE CAPITAL MANAGEMENT, LP 2024 Q1 5/13/2024, 05:22 PM
PUZO MICHAEL J 2024 Q1 5/13/2024, 05:21 PM
Owen LaRue, LLC 2024 Q1 5/13/2024, 05:19 PM
Saturna Capital CORP 2024 Q1 5/13/2024, 05:19 PM
Passaic Partners LLC 2024 Q1 5/13/2024, 05:18 PM
GAGNON SECURITIES LLC 2024 Q1 5/13/2024, 05:16 PM
GREAT WEST LIFE ASSURANCE CO /CAN/ 2024 Q1 5/13/2024, 05:16 PM
Round Hill Asset Management 2024 Q1 5/13/2024, 05:15 PM
OXFORD FINANCIAL GROUP, LTD. LLC 2024 Q1 5/13/2024, 05:15 PM
Gagnon Advisors, LLC 2024 Q1 5/13/2024, 05:15 PM
BESSEMER SECURITIES LLC 2024 Q1 5/13/2024, 05:14 PM
AMERICAN INTERNATIONAL GROUP, INC. 2024 Q1 5/13/2024, 05:13 PM
VAUGHAN DAVID INVESTMENTS LLC/IL 2024 Q1 5/13/2024, 05:12 PM
Technology Crossover Management XI, Ltd. 2024 Q1 5/13/2024, 05:11 PM
Technology Crossover Management X, Ltd. 2024 Q1 5/13/2024, 05:10 PM
Technology Crossover Management IX, Ltd. 2024 Q1 5/13/2024, 05:09 PM
Technology Crossover Management VIII, Ltd. 2024 Q1 5/13/2024, 05:08 PM
TWIN CAPITAL MANAGEMENT INC 2024 Q1 5/13/2024, 05:08 PM
NATIONAL BANK OF CANADA /FI/ 2024 Q1 5/13/2024, 05:07 PM
Bluegrass Capital Partners LP 2024 Q1 5/13/2024, 05:06 PM
BASS SID R 2024 Q1 5/13/2024, 05:05 PM
RB Capital Management, LLC 2024 Q1 5/13/2024, 05:05 PM
LAKE STREET ADVISORS GROUP, LLC 2024 Q1 5/13/2024, 05:03 PM
Arjuna Capital 2024 Q1 5/13/2024, 05:02 PM
Greenbrier Partners Capital Management, LLC 2024 Q1 5/13/2024, 05:01 PM
Burgundy Asset Management Ltd. 2024 Q1 5/13/2024, 05:01 PM
B. Riley Financial, Inc. 2024 Q1 5/13/2024, 05:00 PM
Financial Gravity Asset Management, Inc. 2024 Q1 5/13/2024, 04:59 PM
BESSEMER GROUP INC 2024 Q1 5/13/2024, 04:58 PM
THORNBURG INVESTMENT MANAGEMENT INC 2024 Q1 5/13/2024, 04:58 PM
Windham Capital Management, LLC 2024 Q1 5/13/2024, 04:57 PM
Atlanta Consulting Group Advisors, LLC 2024 Q1 5/13/2024, 04:57 PM
Capitolis Liquid Global Markets LLC 2024 Q1 5/13/2024, 04:57 PM
THOMAS H LEE PARTNERS LP 2024 Q1 5/13/2024, 04:54 PM
Mader & Shannon Wealth Management, Inc. 2024 Q1 5/13/2024, 04:53 PM
New Age Alpha Advisors, LLC 2024 Q1 5/13/2024, 04:52 PM
Hilltop Partners LLC 2024 Q1 5/13/2024, 04:51 PM
OAKVIEW CAPITAL MANAGEMENT, L.P. 2024 Q1 5/13/2024, 04:51 PM
PERISCOPE CAPITAL INC. 2024 Q1 5/13/2024, 04:50 PM
WestBridge Capital Management, LLC 2024 Q1 5/13/2024, 04:48 PM
PYA Waltman Capital, LLC 2024 Q1 5/13/2024, 04:47 PM
Point Break Capital Management, LLC 2024 Q1 5/13/2024, 04:47 PM
Evolutionary Tree Capital Management, LLC 2024 Q1 5/13/2024, 04:45 PM
Roubaix Capital, LLC 2024 Q1 5/13/2024, 04:43 PM
DELTA ASSET MANAGEMENT LLC/TN 2024 Q1 5/13/2024, 04:43 PM
Safeguard Investment Advisory Group, LLC 2024 Q1 5/13/2024, 04:40 PM
Discerene Group LP 2024 Q1 5/13/2024, 04:39 PM
R.P. Boggs & Co. 2024 Q1 5/13/2024, 04:37 PM
Optimist Retirement Group LLC 2024 Q1 5/13/2024, 04:37 PM
Jump Financial, LLC 2024 Q1 5/13/2024, 04:36 PM
RENAISSANCE TECHNOLOGIES LLC 2024 Q1 5/13/2024, 04:35 PM
Vertex Planning Partners, LLC 2024 Q1 5/13/2024, 04:34 PM
FIRST AMERICAN TRUST, FSB 2024 Q1 5/13/2024, 04:33 PM