Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
1ST SOURCE BANK 2024 Q3 12/11/2024, 01:58 PM
Alternative Investment Advisors, LLC. 2023 Q4 12/11/2024, 09:50 AM
Alternative Investment Advisors, LLC. 2024 Q3 12/11/2024, 09:50 AM
Alternative Investment Advisors, LLC. 2024 Q1 12/11/2024, 09:49 AM
Cypress Capital, LLC 2023 Q1 - New Holdings 12/10/2024, 04:59 PM
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2024 Q3 12/10/2024, 03:55 PM
DGS Capital Management, LLC 2024 Q3 12/10/2024, 10:39 AM
DGS Capital Management, LLC 2024 Q2 12/10/2024, 10:30 AM
Claar Advisors LLC 2024 Q3 - Restatement 12/10/2024, 09:50 AM
Garden State Investment Advisory Services LLC 2024 Q3 - Restatement 12/10/2024, 09:31 AM
Copley Financial Group, Inc. 2024 Q3 12/9/2024, 02:21 PM
Nabity-Jensen Investment Management Inc 2024 Q2 12/9/2024, 12:57 PM
Swedbank AB 2021 Q1 12/9/2024, 12:34 PM
Swedbank AB 2021 Q2 12/9/2024, 12:34 PM
Swedbank AB 2021 Q3 12/9/2024, 12:34 PM
Swedbank AB 2021 Q4 12/9/2024, 12:33 PM
Swedbank AB 2022 Q1 12/9/2024, 12:33 PM
Swedbank AB 2022 Q2 12/9/2024, 12:33 PM
Swedbank AB 2022 Q3 12/9/2024, 12:33 PM
Swedbank AB 2022 Q4 12/9/2024, 12:32 PM
Swedbank AB 2023 Q1 12/9/2024, 12:32 PM
Swedbank AB 2023 Q2 12/9/2024, 12:31 PM
Swedbank AB 2023 Q3 12/9/2024, 12:31 PM
Swedbank AB 2023 Q4 12/9/2024, 12:31 PM
Forthright Family Wealth Advisory LLC 2024 Q3 12/9/2024, 10:57 AM
Milestone Resources Group Ltd 2024 Q3 - Restatement 12/9/2024, 10:02 AM
FFG Partners, LLC 2024 Q3 12/9/2024, 08:49 AM
FFG Partners, LLC 2024 Q2 12/9/2024, 08:46 AM
FFG Partners, LLC 2024 Q1 12/9/2024, 08:43 AM
VOYA INVESTMENT MANAGEMENT LLC 2024 Q1 - Restatement 12/6/2024, 04:05 PM
Triune Financial Partners, LLC 2021 Q2 12/6/2024, 01:39 PM
Triune Financial Partners, LLC 2021 Q4 12/6/2024, 01:30 PM
LOGAN CAPITAL MANAGEMENT INC 2024 Q3 12/6/2024, 01:29 PM
Triune Financial Partners, LLC 2022 Q1 12/6/2024, 01:26 PM
Triune Financial Partners, LLC 2022 Q2 12/6/2024, 01:21 PM
Triune Financial Partners, LLC 2022 Q3 12/6/2024, 01:18 PM
Triune Financial Partners, LLC 2022 Q4 12/6/2024, 01:00 PM
FIDELITY D & D BANCORP INC 2024 Q3 12/6/2024, 12:48 PM
Triune Financial Partners, LLC 2023 Q1 12/6/2024, 12:20 PM
Triune Financial Partners, LLC 2023 Q2 12/6/2024, 12:13 PM
Retirement Systems of Alabama 2024 Q3 12/6/2024, 10:36 AM
Tyro Capital Management LLC 2024 Q3 - New Holdings 12/6/2024, 08:52 AM
Fortis Advisors, LLC 2024 Q2 - Restatement 12/5/2024, 05:07 PM
Fortis Advisors, LLC 2024 Q1 - Restatement 12/5/2024, 04:50 PM
Fortis Advisors, LLC 2023 Q4 - Restatement 12/5/2024, 04:42 PM
Fortis Advisors, LLC 2023 Q3 - Restatement 12/5/2024, 04:10 PM
272 Capital LP 2024 Q3 - Restatement 12/4/2024, 09:00 PM
Catalyst Funds Management Pty Ltd 2024 Q1 12/4/2024, 08:02 PM
Fortis Advisors, LLC 2023 Q2 - Restatement 12/4/2024, 04:41 PM
Dantai Capital Ltd 2024 Q3 12/3/2024, 08:33 PM
Brightwater Advisory LLC 2023 Q4 12/3/2024, 05:10 PM
BUSH INVESTMENT GROUP, LLC 2024 Q3 12/3/2024, 03:25 PM
ODDO BHF ASSET MANAGEMENT SAS 2024 Q3 12/3/2024, 03:12 PM
Garde Capital, Inc. 2024 Q3 12/3/2024, 01:43 PM
VOYA INVESTMENT MANAGEMENT LLC 2024 Q2 - Restatement 12/3/2024, 01:43 PM
FFG Partners, LLC 2023 Q4 12/3/2024, 01:34 PM
Little Harbor Advisors, LLC 2024 Q3 12/3/2024, 12:11 PM
RIVERNORTH CAPITAL MANAGEMENT, LLC 2024 Q3 - Restatement 12/3/2024, 11:18 AM
Denver PWM, LLC 2024 Q3 - Restatement 12/3/2024, 11:16 AM
Boulder Wealth Advisors, LLC 2024 Q2 12/3/2024, 11:05 AM
Boulder Wealth Advisors, LLC 2024 Q1 12/3/2024, 11:02 AM
Boulder Wealth Advisors, LLC 2024 Q3 12/3/2024, 10:55 AM
DELTA AIR LINES, INC. 2024 Q3 12/3/2024, 10:30 AM
Oriental Harbor Investment Fund 2024 Q3 12/2/2024, 09:02 PM
CONWAY CAPITAL MANAGEMENT, INC. 2023 Q4 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2023 Q3 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2023 Q1 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2022 Q3 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2022 Q2 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2020 Q4 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2024 Q2 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2024 Q1 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2023 Q2 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2022 Q4 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2022 Q1 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2021 Q4 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2021 Q3 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2021 Q2 12/2/2024, 05:48 PM
CONWAY CAPITAL MANAGEMENT, INC. 2021 Q1 12/2/2024, 05:48 PM
Capasso Planning Partners LLC 2024 Q3 12/2/2024, 04:52 PM
Capasso Planning Partners LLC 2024 Q2 12/2/2024, 04:49 PM
Cypress Capital, LLC 2023 Q2 - New Holdings 12/2/2024, 03:53 PM
Cypress Capital, LLC 2023 Q3 - New Holdings 12/2/2024, 03:51 PM
Cypress Capital, LLC 2023 Q4 - New Holdings 12/2/2024, 03:44 PM
INSPIRE TRUST CO, N.A. 2024 Q3 12/2/2024, 12:32 PM
CORNELL UNIVERSITY 2024 Q3 12/2/2024, 11:44 AM
Beaird Harris Wealth Management, LLC 2024 Q3 12/2/2024, 10:05 AM
American Trust 2024 Q3 11/29/2024, 03:10 PM
Old North State Trust, LLC 2024 Q3 11/29/2024, 10:14 AM
TYNDALL CAPITAL PARTNERS L P 2024 Q2 - Restatement 11/27/2024, 03:28 PM
FRANKLIN RESOURCES INC 2024 Q3 - Restatement 11/27/2024, 12:40 PM
Carrhae Capital LLP 2023 Q3 11/27/2024, 10:59 AM
Carrhae Capital LLP 2023 Q2 11/27/2024, 10:58 AM
Carrhae Capital LLP 2023 Q1 11/27/2024, 10:58 AM
Carrhae Capital LLP 2022 Q4 11/27/2024, 10:57 AM
Carrhae Capital LLP 2022 Q3 11/27/2024, 10:57 AM
Carrhae Capital LLP 2022 Q2 11/27/2024, 10:56 AM
Carrhae Capital LLP 2022 Q1 11/27/2024, 10:56 AM
Carrhae Capital LLP 2021 Q4 11/27/2024, 10:55 AM
Carrhae Capital LLP 2021 Q3 11/27/2024, 10:54 AM