Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
SONA ASSET MANAGEMENT (US) LLC 2024 Q1 - RESTATEMENT 5/21/2024, 05:08 PM
Atria Investments, Inc 2024 Q1 5/21/2024, 02:07 PM
BURR FINANCIAL SERVICES, LLC 2023 Q4 5/21/2024, 01:44 PM
ARROW FINANCIAL CORP 2024 Q1 5/21/2024, 12:54 PM
ALTAROCK PARTNERS LLC 2024 Q1 - RESTATEMENT 5/21/2024, 11:50 AM
LRI Investments, LLC 2024 Q1 - RESTATEMENT 5/21/2024, 11:30 AM
Sanibel Captiva Trust Company, Inc. 2024 Q1 5/21/2024, 10:41 AM
DELPHI MANAGEMENT INC /MA/ 2024 Q1 5/21/2024, 10:39 AM
Swedbank AB 2024 Q1 - NEW HOLDINGS 5/21/2024, 10:12 AM
NEPC LLC 2024 Q1 5/21/2024, 10:12 AM
OVERSEA-CHINESE BANKING Corp Ltd 2023 Q4 - RESTATEMENT 5/21/2024, 06:34 AM
China Universal Asset Management Co., Ltd. 2024 Q1 - RESTATEMENT 5/20/2024, 09:48 PM
APEIRON CAPITAL Ltd 2024 Q1 - RESTATEMENT 5/20/2024, 09:17 PM
Parallel Advisors, LLC 2023 Q3 - RESTATEMENT 5/20/2024, 05:23 PM
Parallel Advisors, LLC 2023 Q2 - RESTATEMENT 5/20/2024, 05:22 PM
Parallel Advisors, LLC 2023 Q1 - RESTATEMENT 5/20/2024, 05:20 PM
Virtu Financial LLC 2024 Q1 5/20/2024, 05:07 PM
Adams Wealth Management 2024 Q1 5/20/2024, 04:52 PM
Milestones Administradora de Recursos Ltda. 2024 Q1 5/20/2024, 04:46 PM
Milestones Administradora de Recursos Ltda. 2023 Q4 5/20/2024, 04:44 PM
Milestones Administradora de Recursos Ltda. 2023 Q3 5/20/2024, 04:43 PM
Milestones Administradora de Recursos Ltda. 2023 Q2 5/20/2024, 04:40 PM
Milestones Administradora de Recursos Ltda. 2023 Q1 5/20/2024, 04:38 PM
Milestones Administradora de Recursos Ltda. 2022 Q4 5/20/2024, 04:37 PM
Milestones Administradora de Recursos Ltda. 2022 Q3 5/20/2024, 04:33 PM
Milestones Administradora de Recursos Ltda. 2022 Q2 5/20/2024, 04:31 PM
Milestones Administradora de Recursos Ltda. 2022 Q1 5/20/2024, 04:28 PM
Independent Wealth Network Inc. 2024 Q1 - RESTATEMENT 5/20/2024, 04:26 PM
Milestones Administradora de Recursos Ltda. 2021 Q4 5/20/2024, 04:22 PM
DELPHI MANAGEMENT INC /MA/ 2023 Q4 5/20/2024, 03:48 PM
Highlander Capital Management, LLC 2024 Q1 5/20/2024, 03:44 PM
Pacific Center for Financial Services 2024 Q1 5/20/2024, 01:38 PM
Bullseye Investment Management, LLC 2024 Q1 5/20/2024, 01:36 PM
PETREDIS INVESTMENT ADVISORS LLC 2023 Q4 - RESTATEMENT 5/20/2024, 12:53 PM
PETREDIS INVESTMENT ADVISORS LLC 2022 Q4 - RESTATEMENT 5/20/2024, 12:52 PM
PETREDIS INVESTMENT ADVISORS LLC 2023 Q3 - RESTATEMENT 5/20/2024, 12:53 PM
PETREDIS INVESTMENT ADVISORS LLC 2023 Q2 - RESTATEMENT 5/20/2024, 12:53 PM
PETREDIS INVESTMENT ADVISORS LLC 2023 Q1 - RESTATEMENT 5/20/2024, 12:53 PM
EMC Capital Management 2024 Q1 5/20/2024, 12:50 PM
Algebris (UK) Ltd 2024 Q1 - NEW HOLDINGS 5/20/2024, 12:22 PM
BLUEFIN CAPITAL MANAGEMENT, LLC 2024 Q1 - RESTATEMENT 5/20/2024, 12:13 PM
CONTINUUM WEALTH ADVISORS, LLC 2024 Q1 5/20/2024, 11:59 AM
CIM, LLC 2024 Q1 5/20/2024, 11:43 AM
Strategic Wealth Partners, Ltd. 2023 Q4 5/20/2024, 11:12 AM
Strategic Wealth Partners, Ltd. 2024 Q1 5/20/2024, 11:10 AM
Strategic Wealth Partners, Ltd. 2023 Q3 5/20/2024, 10:45 AM
Strategic Wealth Partners, Ltd. 2023 Q2 5/20/2024, 10:40 AM
Hanwha Asset Management Co., Ltd. 2024 Q1 5/17/2024, 07:35 PM
VIMA LLC 2024 Q1 - RESTATEMENT 5/17/2024, 05:00 PM
CITIZENS FINANCIAL GROUP INC/RI 2024 Q1 - RESTATEMENT 5/17/2024, 04:34 PM
RA CAPITAL MANAGEMENT, L.P. 2024 Q1 - NEW HOLDINGS 5/17/2024, 04:30 PM
Aspect Partners, LLC 2024 Q1 5/17/2024, 04:28 PM
Wahed Invest LLC 2024 Q1 - RESTATEMENT 5/17/2024, 04:05 PM
Heartland Bank & Trust Co 2024 Q1 5/17/2024, 03:32 PM
BAXTER BROS INC 2023 Q4 - NEW HOLDINGS 5/17/2024, 03:26 PM
MetLife Investment Management, LLC 2021 Q1 - NEW HOLDINGS 5/17/2024, 03:19 PM
MetLife Investment Management, LLC 2021 Q1 - RESTATEMENT 5/17/2024, 03:19 PM
MetLife Investment Management, LLC 2021 Q2 - NEW HOLDINGS 5/17/2024, 03:17 PM
MetLife Investment Management, LLC 2021 Q2 - RESTATEMENT 5/17/2024, 03:17 PM
MetLife Investment Management, LLC 2021 Q3 - NEW HOLDINGS 5/17/2024, 03:16 PM
MetLife Investment Management, LLC 2021 Q3 - RESTATEMENT 5/17/2024, 03:15 PM
MetLife Investment Management, LLC 2021 Q4 - NEW HOLDINGS 5/17/2024, 03:13 PM
MetLife Investment Management, LLC 2021 Q4 - RESTATEMENT 5/17/2024, 03:13 PM
BAXTER BROS INC 2023 Q3 - NEW HOLDINGS 5/17/2024, 02:51 PM
CIM, LLC 2023 Q3 5/17/2024, 02:41 PM
CIM, LLC 2023 Q2 5/17/2024, 02:36 PM
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q2 - RESTATEMENT 5/17/2024, 02:32 PM
CIM, LLC 2023 Q1 5/17/2024, 02:29 PM
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q1 - RESTATEMENT 5/17/2024, 02:29 PM
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2022 Q4 - RESTATEMENT 5/17/2024, 02:25 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2023 Q3 5/17/2024, 02:15 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2023 Q2 5/17/2024, 02:13 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2023 Q1 5/17/2024, 02:10 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2022 Q4 5/17/2024, 02:07 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2022 Q3 5/17/2024, 02:02 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2022 Q2 5/17/2024, 01:59 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2022 Q1 5/17/2024, 01:55 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2021 Q4 5/17/2024, 01:51 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2021 Q3 5/17/2024, 01:48 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2021 Q2 5/17/2024, 01:44 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2021 Q1 5/17/2024, 01:41 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2020 Q4 5/17/2024, 01:38 PM
Advisory Resource Group 2024 Q1 5/17/2024, 01:35 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2020 Q3 5/17/2024, 01:34 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2020 Q2 5/17/2024, 01:30 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2020 Q1 5/17/2024, 01:26 PM
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2019 Q4 5/17/2024, 01:19 PM
National Wealth Management Group, LLC 2024 Q1 5/17/2024, 12:22 PM
Kozak & Associates, Inc. 2024 Q1 5/17/2024, 12:21 PM
VIMA LLC 2024 Q1 5/17/2024, 11:31 AM
EdgePoint Investment Group Inc. 2024 Q1 - NEW HOLDINGS 5/17/2024, 11:06 AM
CCM INVESTMENT ADVISERS LLC 2024 Q1 5/17/2024, 10:38 AM
Shaolin Capital Management LLC 2024 Q1 - RESTATEMENT 5/17/2024, 09:50 AM
Investmark Advisory Group LLC 2024 Q1 5/17/2024, 09:40 AM
UNTITLED INVESTMENTS LP 2024 Q1 - RESTATEMENT 5/17/2024, 09:35 AM
Artal Group S.A. 2024 Q1 - RESTATEMENT 5/17/2024, 09:30 AM
Rokos Capital Management LLP 2024 Q1 - RESTATEMENT 5/17/2024, 09:23 AM
First Citizens Asset Management, Inc. 2024 Q1 5/17/2024, 09:08 AM
New Covenant Trust Company, N.A. 2024 Q1 - RESTATEMENT 5/16/2024, 09:33 PM
Connective Capital Management, LLC 2023 Q4 5/16/2024, 07:44 PM