Latest SEC Investors Portfolios

Since 01 Oct 2023

Investor Period Date Filed
Decheng Capital Management Iii (Cayman), Llc 2023 Q3 - RESTATEMENT 29 Nov 2023 15:39
Harvest Investment Advisors, Llc 2023 Q3 29 Nov 2023 14:14
Alamar Capital Management, Llc 2023 Q3 29 Nov 2023 12:21
Quantum Financial Advisors, Llc 2023 Q3 29 Nov 2023 12:21
Carmignac Gestion 2023 Q3 - RESTATEMENT 29 Nov 2023 11:51
Savoir Faire Capital Management, L.P. 2023 Q3 28 Nov 2023 17:21
Asb Consultores, Llc 2023 Q3 28 Nov 2023 15:31
Strategic Value Bank Partners Llc 2023 Q2 - NEW HOLDINGS 28 Nov 2023 13:40
Bar Harbor Wealth Management 2023 Q3 28 Nov 2023 12:52
Bar Harbor Bank & Trust 2023 Q3 28 Nov 2023 12:44
Bar Harbor Bankshares 2023 Q3 28 Nov 2023 12:40
Ima Wealth, Inc. 2023 Q3 28 Nov 2023 11:51
Dakota Community Bank & Trust Na 2023 Q3 28 Nov 2023 10:47
Autonomy Capital (Jersey) L.P. 2023 Q3 28 Nov 2023 10:45
Pantechnicon Advisors Llp 2023 Q2 28 Nov 2023 10:22
Yaupon Capital Management Lp 2023 Q2 - RESTATEMENT 27 Nov 2023 17:58
Yaupon Capital Management Lp 2023 Q1 - RESTATEMENT 27 Nov 2023 17:56
Yaupon Capital Management Lp 2022 Q4 - RESTATEMENT 27 Nov 2023 17:53
Okabena Investment Services Inc 2023 Q3 - RESTATEMENT 27 Nov 2023 17:02
2 Xideas Ag 2023 Q3 - RESTATEMENT 27 Nov 2023 16:52
Trust Co Of Vermont 2023 Q3 27 Nov 2023 15:28
Obsidian Personal Planning Solutions Llc 2023 Q3 - RESTATEMENT 27 Nov 2023 14:26
Obsidian Personal Planning Solutions Llc 2023 Q2 27 Nov 2023 14:17
Usa Financial Formulas 2023 Q3 27 Nov 2023 13:33
Usa Financial Formulas 2023 Q2 27 Nov 2023 13:32
Usa Financial Formulas 2023 Q1 27 Nov 2023 13:31
All Square Wealth Management Llc 2023 Q3 27 Nov 2023 12:31
Pantechnicon Advisors Llp 2023 Q3 27 Nov 2023 09:55
Pantechnicon Advisors Llp 2023 Q1 27 Nov 2023 09:34
Banque Pictet & Cie Sa 2023 Q3 - RESTATEMENT 27 Nov 2023 09:19
Pantechnicon Advisors Llp 2022 Q4 27 Nov 2023 08:37
Hanwha Asset Management Co., Ltd. 2023 Q3 27 Nov 2023 06:15
Ymca Retirement Fund 2023 Q3 24 Nov 2023 12:39
Spx Capital Management Llc 2023 Q3 24 Nov 2023 11:18
Ep Wealth Advisors, Llc 2023 Q3 22 Nov 2023 19:34
Connors Investor Services Inc 2023 Q3 22 Nov 2023 17:09
Aurora Investment Counsel 2023 Q3 22 Nov 2023 16:51
Public Sector Pension Investment Board 2023 Q3 22 Nov 2023 15:38
Chelsea Counsel Co 2023 Q3 22 Nov 2023 15:35
Chelsea Counsel Co 2023 Q2 22 Nov 2023 15:33
Polar Capital Holdings Plc 2023 Q3 - RESTATEMENT 22 Nov 2023 15:19
Josh Arnold Investment Consultant, Llc 2023 Q3 - NEW HOLDINGS 22 Nov 2023 14:55
Graham Capital Management, L.P. 2023 Q3 22 Nov 2023 12:40
Verity Asset Management, Inc. 2023 Q3 22 Nov 2023 11:19
Kbc Group Nv 2023 Q3 22 Nov 2023 06:15
Cannell Capital Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 20:17
Gunn & Co Investment Management, Inc. 2023 Q3 21 Nov 2023 16:45
Oak Grove Capital Llc 2023 Q3 21 Nov 2023 16:39
Almitas Capital Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 16:26
Invst, Llc 2023 Q3 21 Nov 2023 16:11
Auxier Asset Management 2023 Q3 21 Nov 2023 16:04
Greenhaven Road Investment Management, L.P. 2023 Q3 - NEW HOLDINGS 21 Nov 2023 15:54
Shaolin Capital Management Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 15:38
Walleye Trading Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 15:04
Walleye Capital Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 15:03
Braun Stacey Associates Inc 2023 Q3 21 Nov 2023 14:16
Comerica Bank 2023 Q3 21 Nov 2023 13:31
Wolfswood Holdings, Llc 2023 Q1 - RESTATEMENT 21 Nov 2023 12:42
Wolfswood Holdings, Llc 2023 Q2 - RESTATEMENT 21 Nov 2023 12:38
Wolfswood Holdings, Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 12:34
Cibc Private Wealth Group, Llc 2023 Q2 - NEW HOLDINGS 21 Nov 2023 12:30
Allen Mooney & Barnes Investment Advisors Llc 2023 Q3 21 Nov 2023 12:22
Alpine Global Management, Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 12:16
Alpine Global Management, Llc 2023 Q2 - RESTATEMENT 21 Nov 2023 12:11
Alpine Global Management, Llc 2023 Q1 - RESTATEMENT 21 Nov 2023 12:06
Carlson Capital Management 2023 Q3 21 Nov 2023 11:53
Cibc Private Wealth Group, Llc 2023 Q1 - NEW HOLDINGS 21 Nov 2023 11:20
Alpine Global Management, Llc 2023 Q3 - RESTATEMENT 21 Nov 2023 10:32
Rooted Wealth Advisors, Inc. 2023 Q3 21 Nov 2023 10:28
Spears Abacus Advisors Llc 2023 Q3 21 Nov 2023 09:51
Brown Shipley& Co Ltd 2023 Q3 21 Nov 2023 06:27
Hohimer Wealth Management, Llc 2023 Q3 20 Nov 2023 19:43
Revisor Wealth Management Llc 2023 Q2 20 Nov 2023 18:30
Revisor Wealth Management Llc 2023 Q1 20 Nov 2023 18:29
Tompkins Trust Co 2023 Q3 20 Nov 2023 18:15
Tompkins Financial Corp 2023 Q3 20 Nov 2023 18:12
Cruiser Capital Advisors, Llc 2023 Q3 - RESTATEMENT 20 Nov 2023 16:41
Silver Oak Securities, Incorporated 2023 Q3 - RESTATEMENT 20 Nov 2023 15:32
Speece Thorson Capital Group Inc 2023 Q3 20 Nov 2023 14:45
Willow Creek Wealth Management Inc. 2023 Q3 20 Nov 2023 13:55
American Beacon Advisors, Inc. 2023 Q3 20 Nov 2023 11:14
Kampmann Melissa S. 2023 Q3 20 Nov 2023 10:22
Savoie Capital Llc 2023 Q3 17 Nov 2023 17:53
Sprott Inc. 2023 Q3 - RESTATEMENT 17 Nov 2023 16:51
National Wealth Management Group, Llc 2022 Q4 17 Nov 2023 16:05
National Wealth Management Group, Llc 2022 Q3 17 Nov 2023 16:02
National Wealth Management Group, Llc 2022 Q2 17 Nov 2023 15:50
National Wealth Management Group, Llc 2022 Q1 17 Nov 2023 15:44
National Wealth Management Group, Llc 2021 Q4 17 Nov 2023 15:36
Granite Harbor Advisors, Inc. 2023 Q3 17 Nov 2023 15:33
Granite Harbor Advisors, Inc. 2023 Q2 17 Nov 2023 15:30
Granite Harbor Advisors, Inc. 2023 Q1 17 Nov 2023 15:28
Granite Harbor Advisors, Inc. 2022 Q4 17 Nov 2023 15:28
Asset Allocation Strategies Llc 2023 Q3 17 Nov 2023 13:42
Times Square Capital Management, Llc 2023 Q3 17 Nov 2023 13:35
Old National Bancorp /In/ 2023 Q3 17 Nov 2023 12:44
Garde Capital, Inc. 2023 Q3 17 Nov 2023 12:34
Diversified Trust Co 2023 Q3 17 Nov 2023 12:12
Spartan Planning & Wealth Management 2023 Q3 17 Nov 2023 11:42
Seelaus Asset Management Llc 2023 Q3 16 Nov 2023 20:02