&PARTNERS SEC EDGAR Filings (CIK 0000107136)

SEC EDGAR filings, ownership reports, and insider transactions for &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

Recent SEC filings for &PARTNERS including 13F-HR, N-PX, X-17A-5 and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-19034
N-PX Open N-PX document View SEC filing for N-PX 11 Jul 2025 11 Jul 2025 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-19034
N-PX Open N-PX document View SEC filing for N-PX 09 Apr 2025 08 Apr 2025 028-19034
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 18 Mar 2025 31 Dec 2024 008-03774
MA-A Open MA-A document View SEC filing for MA-A 05 Mar 2025 31 Dec 2024 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2024 30 Jun 2024 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2024 31 Mar 2024 028-19034
X-17A-5/A Open X-17A-5/A document View SEC filing for X-17A-5/A 01 Apr 2024 31 Dec 2023 008-03774
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 01 Apr 2024 31 Dec 2023 008-03774
MA-A Open MA-A document View SEC filing for MA-A 13 Feb 2024 31 Dec 2023 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jan 2024 31 Dec 2023 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Oct 2023 30 Sep 2023 028-19034
MA/A Open MA/A document View SEC filing for MA/A 11 Sep 2023 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Jul 2023 30 Jun 2023 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Apr 2023 31 Mar 2023 028-19034
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 28 Feb 2023 31 Dec 2022 008-03774
MA-A Open MA-A document View SEC filing for MA-A 06 Feb 2023 31 Dec 2022 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2023 31 Dec 2022 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Oct 2022 30 Sep 2022 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jul 2022 30 Jun 2022 028-19034
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 26 Apr 2022 31 Mar 2022 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2022 31 Mar 2022 028-19034
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 01 Mar 2022 31 Dec 2021 008-03774
MA-A Open MA-A document View SEC filing for MA-A 23 Feb 2022 31 Dec 2021 867-01682
MA/A Open MA/A document View SEC filing for MA/A 12 Jan 2022 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2022 31 Dec 2021 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Oct 2021 30 Sep 2021 028-19034
MA-I/A Open MA-I/A document View SEC filing for MA-I/A 23 Aug 2021 868-04802
MA/A Open MA/A document View SEC filing for MA/A 19 Aug 2021 867-01682
MA/A Open MA/A document View SEC filing for MA/A 06 Aug 2021 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2021 30 Jun 2021 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Apr 2021 31 Mar 2021 028-19034
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 02 Mar 2021 31 Dec 2020 008-03774
MA-A Open MA-A document View SEC filing for MA-A 09 Feb 2021 31 Dec 2020 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jan 2021 31 Dec 2020 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Oct 2020 30 Sep 2020 028-19034
MA-I Open MA-I document View SEC filing for MA-I 25 Sep 2020 868-04802
MA-A Open MA-A document View SEC filing for MA-A 31 Jul 2020 31 Dec 2019 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jul 2020 30 Jun 2020 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Apr 2020 31 Mar 2020 028-19034
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 03 Mar 2020 31 Dec 2019 008-03774
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2020 31 Dec 2019 028-19034
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 10 Oct 2019 30 Sep 2019 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Oct 2019 30 Sep 2019 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2019 30 Jun 2019 028-19034
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Apr 2019 31 Mar 2019 028-19034
MA-A Open MA-A document View SEC filing for MA-A 06 Mar 2019 31 Dec 2018 867-01682
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2019 31 Dec 2018 008-03774
MA-A Open MA-A document View SEC filing for MA-A 01 Mar 2019 31 Dec 2017 867-01682
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2019 31 Dec 2018 028-19034
MA-I/A Open MA-I/A document View SEC filing for MA-I/A 06 Dec 2018 868-04802
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-03774
MA-A Open MA-A document View SEC filing for MA-A 24 Nov 2017 31 Dec 2015 867-01682
MA-A Open MA-A document View SEC filing for MA-A 24 Nov 2017 30 Dec 2016 867-01682
MA-I/A Open MA-I/A document View SEC filing for MA-I/A 13 Sep 2017 868-04802
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2017 31 Dec 2016 008-03774
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-03774
X-17A-5/A Open X-17A-5/A document View SEC filing for X-17A-5/A AUTO-GENERATED PAPER DOCUMENT 04 Mar 2015 31 Dec 2014 008-03774
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 02 Mar 2015 31 Dec 2014 008-03774
MA-I Open MA-I document View SEC filing for MA-I 25 Feb 2015 868-04802
MA-I Open MA-I document View SEC filing for MA-I 25 Feb 2015 868-04802
MA-I Open MA-I document View SEC filing for MA-I 25 Feb 2015 868-04802
MA Open MA document View SEC filing for MA 25 Feb 2015 867-01682
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2014 31 Dec 2013 008-03774
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2013 31 Dec 2012 008-03774
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 26 Jun 2012 31 Dec 2011 008-03774
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2011 31 Dec 2010 008-03774
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 26 Feb 2010 31 Dec 2009 008-03774

About this filer

&PARTNERS files with the SEC under CIK 0000107136. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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