&PARTNERS

Business address
40 Burton Hills Blvd., Suite 350, Nashville, TN, 37215
Top securities (13F)
MSFT, AAPL, IVV, IJH, NVDA, AGG, DFAI, IEFA, AVGO, JPM, AMZN, META, GOOGL, BNDX, QUAL, JNJ, WMT, VUG, VIG, and VOO
State of incorporation
TN
Fiscal year end
31 December
Former names
WILEY BROS.-AINTREE CAPITAL, LLC (to 05 Jul 2023), WILEY BROS AINTREE CAPITAL LLC /BD (to 24 Jun 2002)
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&PARTNERS has filed 80 SEC EDGAR filings since 24 Jun 2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-19034
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-19034
N-PX Open Document Open Filing 11 Jul 2025 11 Jul 2025 028-19034
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-19034
N-PX Open Document Open Filing 09 Apr 2025 08 Apr 2025 028-19034
X-17A-5 Open Document Open Filing 18 Mar 2025 31 Dec 2024 008-03774
MA-A Open Document Open Filing 05 Mar 2025 31 Dec 2024 867-01682
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-19034
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-19034
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-19034
13F-HR Open Document Open Filing 11 Apr 2024 31 Mar 2024 028-19034
X-17A-5/A Open Document Open Filing 01 Apr 2024 31 Dec 2023 008-03774
X-17A-5 Open Document Open Filing 01 Apr 2024 31 Dec 2023 008-03774
MA-A Open Document Open Filing 13 Feb 2024 31 Dec 2023 867-01682
13F-HR Open Document Open Filing 09 Jan 2024 31 Dec 2023 028-19034
13F-HR Open Document Open Filing 06 Oct 2023 30 Sep 2023 028-19034
MA/A Open Document Open Filing 11 Sep 2023 867-01682
13F-HR Open Document Open Filing 05 Jul 2023 30 Jun 2023 028-19034
13F-HR Open Document Open Filing 06 Apr 2023 31 Mar 2023 028-19034
X-17A-5 Open Document Open Filing 28 Feb 2023 31 Dec 2022 008-03774
MA-A Open Document Open Filing 06 Feb 2023 31 Dec 2022 867-01682
13F-HR Open Document Open Filing 10 Jan 2023 31 Dec 2022 028-19034
13F-HR Open Document Open Filing 11 Oct 2022 30 Sep 2022 028-19034
13F-HR Open Document Open Filing 06 Jul 2022 30 Jun 2022 028-19034
13F-HR/A Open Document Open Filing 26 Apr 2022 31 Mar 2022 028-19034
13F-HR Open Document Open Filing 11 Apr 2022 31 Mar 2022 028-19034
X-17A-5 Open Document Open Filing 01 Mar 2022 31 Dec 2021 008-03774
MA-A Open Document Open Filing 23 Feb 2022 31 Dec 2021 867-01682
MA/A Open Document Open Filing 12 Jan 2022 867-01682
13F-HR Open Document Open Filing 12 Jan 2022 31 Dec 2021 028-19034
13F-HR Open Document Open Filing 07 Oct 2021 30 Sep 2021 028-19034
MA-I/A Open Document Open Filing 23 Aug 2021 868-04802
MA/A Open Document Open Filing 19 Aug 2021 867-01682
MA/A Open Document Open Filing 06 Aug 2021 867-01682
13F-HR Open Document Open Filing 12 Jul 2021 30 Jun 2021 028-19034
13F-HR Open Document Open Filing 09 Apr 2021 31 Mar 2021 028-19034
X-17A-5 Open Document Open Filing 02 Mar 2021 31 Dec 2020 008-03774
MA-A Open Document Open Filing 09 Feb 2021 31 Dec 2020 867-01682
13F-HR Open Document Open Filing 11 Jan 2021 31 Dec 2020 028-19034
13F-HR Open Document Open Filing 05 Oct 2020 30 Sep 2020 028-19034
MA-I Open Document Open Filing 25 Sep 2020 868-04802
MA-A Open Document Open Filing 31 Jul 2020 31 Dec 2019 867-01682
13F-HR Open Document Open Filing 07 Jul 2020 30 Jun 2020 028-19034
13F-HR Open Document Open Filing 03 Apr 2020 31 Mar 2020 028-19034
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 03 Mar 2020 31 Dec 2019 008-03774
13F-HR Open Document Open Filing 10 Jan 2020 31 Dec 2019 028-19034
13F-HR/A Open Document Open Filing 10 Oct 2019 30 Sep 2019 028-19034
13F-HR Open Document Open Filing 04 Oct 2019 30 Sep 2019 028-19034
13F-HR Open Document Open Filing 10 Jul 2019 30 Jun 2019 028-19034
13F-HR Open Document Open Filing 08 Apr 2019 31 Mar 2019 028-19034
MA-A Open Document Open Filing 06 Mar 2019 31 Dec 2018 867-01682
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2019 31 Dec 2018 008-03774
MA-A Open Document Open Filing 01 Mar 2019 31 Dec 2017 867-01682
13F-HR Open Document Open Filing 06 Feb 2019 31 Dec 2018 028-19034
MA-I/A Open Document Open Filing 06 Dec 2018 868-04802
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-03774
MA-A Open Document Open Filing 24 Nov 2017 31 Dec 2015 867-01682
MA-A Open Document Open Filing 24 Nov 2017 30 Dec 2016 867-01682
MA-I/A Open Document Open Filing 13 Sep 2017 868-04802
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2017 31 Dec 2016 008-03774
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-03774
X-17A-5/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 04 Mar 2015 31 Dec 2014 008-03774
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 02 Mar 2015 31 Dec 2014 008-03774
MA-I Open Document Open Filing 25 Feb 2015 868-04802
MA-I Open Document Open Filing 25 Feb 2015 868-04802
MA-I Open Document Open Filing 25 Feb 2015 868-04802
MA Open Document Open Filing 25 Feb 2015 867-01682
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2014 31 Dec 2013 008-03774