Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
19 Feb 2026, 08:55:32 UTC First Growth Capital LLC 2025 Q4
19 Feb 2026, 08:44:42 UTC AXXCESS WEALTH MANAGEMENT, LLC 2025 Q4 - Restatement
19 Feb 2026, 07:26:42 UTC Headwater Capital Co Ltd 2025 Q4 - Restatement
18 Feb 2026, 21:38:03 UTC Aznar Financial Advisors, LLC 2025 Q4
18 Feb 2026, 20:35:22 UTC Birchwood Financial Partners, Inc. 2025 Q4
18 Feb 2026, 20:20:40 UTC Himalaya Capital Management LLC 2025 Q4 - Restatement
18 Feb 2026, 19:49:26 UTC Corient Private Wealth LLC 2025 Q4
18 Feb 2026, 19:47:34 UTC Jacobs Equity LLC 2025 Q4
18 Feb 2026, 19:41:19 UTC Smith Asset Management Co., LLC 2025 Q4
18 Feb 2026, 18:47:58 UTC Electron Capital Partners, LLC 2025 Q4 - Restatement
18 Feb 2026, 18:26:24 UTC Robert E. Robotti 2025 Q4 - Restatement
18 Feb 2026, 18:19:16 UTC Little Harbor Advisors, LLC 2025 Q4
18 Feb 2026, 17:48:42 UTC Alberta Investment Management Corp 2025 Q4 - Restatement
18 Feb 2026, 17:46:57 UTC Royal Harbor Partners, LLC 2025 Q4
18 Feb 2026, 17:34:33 UTC CrossGen Wealth, LLC 2025 Q4
18 Feb 2026, 17:32:31 UTC Plotkin Financial Advisors, LLC 2025 Q4
18 Feb 2026, 17:26:24 UTC Ironclad Investments LLC 2025 Q4
18 Feb 2026, 17:02:26 UTC Andrews Advisory Associates, LLC 2025 Q4
18 Feb 2026, 17:00:26 UTC Onyx Bridge Wealth Group LLC 2025 Q4
18 Feb 2026, 16:46:10 UTC Wealthspire Retirement, LLC 2025 Q4
18 Feb 2026, 16:44:41 UTC ORACLE INVESTMENT MANAGEMENT INC 2025 Q4
18 Feb 2026, 16:03:50 UTC Grand Central Investment Group 2025 Q4
18 Feb 2026, 15:53:24 UTC Kastel Capital Advisors, LLC 2025 Q4
18 Feb 2026, 15:41:45 UTC TAM Capital Management Inc. 2025 Q4 - Restatement
18 Feb 2026, 15:40:14 UTC Wealth Intelligence, LLC 2025 Q4
18 Feb 2026, 15:34:05 UTC VR Advisory Services Ltd 2025 Q4 - Restatement
18 Feb 2026, 15:31:20 UTC FULLER & THALER ASSET MANAGEMENT, INC. 2025 Q4 - New Holdings
18 Feb 2026, 15:30:19 UTC Pinnacle Financial Partners, Inc. 2025 Q4 - Restatement
18 Feb 2026, 14:56:15 UTC NewEdge Advisors, LLC 2025 Q4
18 Feb 2026, 14:46:49 UTC Veratis Advisors, Inc. 2025 Q4
18 Feb 2026, 14:33:15 UTC Crusonia Wealth Advisors LLC 2025 Q4
18 Feb 2026, 14:32:22 UTC Hershey Financial Advisers, LLC 2025 Q4
18 Feb 2026, 14:09:26 UTC ADAR1 Capital Management, LLC 2025 Q4 - Restatement
18 Feb 2026, 14:09:04 UTC Strong Retirement Solutions LLC 2025 Q4
18 Feb 2026, 14:00:13 UTC Sunstone Asset Management, L.P. 2025 Q4
18 Feb 2026, 13:56:25 UTC CIM, LLC 2025 Q4
18 Feb 2026, 13:56:05 UTC ALPHA CAPITAL ADVISORS INC /ADV 2025 Q4
18 Feb 2026, 13:21:05 UTC Empowered Funds, LLC 2025 Q4 - Restatement
18 Feb 2026, 13:20:54 UTC CAT ROCK CAPITAL MANAGEMENT LP 2025 Q4
18 Feb 2026, 13:16:37 UTC KVP Capital Advisors, LP 2025 Q4
18 Feb 2026, 13:05:28 UTC Lynrock Lake LP 2025 Q4 - New Holdings
18 Feb 2026, 12:58:33 UTC VestGen Investment Management 2025 Q4
18 Feb 2026, 12:48:31 UTC Garton & Associates Financial Advisors LLC 2025 Q4
18 Feb 2026, 12:26:09 UTC KKM Financial LLC 2025 Q4
18 Feb 2026, 11:44:50 UTC Pacific Excel Wealth Advisors, Inc. 2025 Q4
18 Feb 2026, 10:58:06 UTC Millennium Capital Advisors, LLC 2025 Q3
18 Feb 2026, 10:57:30 UTC Millennium Capital Advisors, LLC 2025 Q2
18 Feb 2026, 10:55:59 UTC Millennium Capital Advisors, LLC 2025 Q1
18 Feb 2026, 10:55:53 UTC Skyview Financial Group LLC 2025 Q4
18 Feb 2026, 10:50:42 UTC Millennium Capital Advisors, LLC 2024 Q4
18 Feb 2026, 10:49:55 UTC Millennium Capital Advisors, LLC 2024 Q3
18 Feb 2026, 10:48:33 UTC Millennium Capital Advisors, LLC 2024 Q2
18 Feb 2026, 10:47:27 UTC Millennium Capital Advisors, LLC 2024 Q1
18 Feb 2026, 10:46:26 UTC Millennium Capital Advisors, LLC 2023 Q4
18 Feb 2026, 10:43:38 UTC Millennium Capital Advisors, LLC 2023 Q3
18 Feb 2026, 10:41:30 UTC Adventist Health System/ West 2025 Q4
18 Feb 2026, 10:38:00 UTC Millennium Capital Advisors, LLC 2023 Q2
18 Feb 2026, 10:37:06 UTC Millennium Capital Advisors, LLC 2023 Q1
18 Feb 2026, 10:34:17 UTC Millennium Capital Advisors, LLC 2022 Q4
18 Feb 2026, 10:32:32 UTC Millennium Capital Advisors, LLC 2022 Q3
18 Feb 2026, 10:30:45 UTC Millennium Capital Advisors, LLC 2022 Q2
18 Feb 2026, 10:28:44 UTC Millennium Capital Advisors, LLC 2022 Q1
18 Feb 2026, 10:26:42 UTC Millennium Capital Advisors, LLC 2021 Q4
18 Feb 2026, 10:23:26 UTC Cederberg Capital Ltd 2025 Q4 - Restatement
18 Feb 2026, 10:22:49 UTC Financial Planning Fort Collins, LLC 2025 Q4
18 Feb 2026, 10:03:46 UTC Caitlin John, LLC 2025 Q4
18 Feb 2026, 09:58:57 UTC Nalanda India Equity Fund Ltd 2025 Q4
18 Feb 2026, 09:38:28 UTC Virtue Capital Management, LLC 2025 Q3 - Restatement
18 Feb 2026, 09:33:40 UTC Virtue Capital Management, LLC 2025 Q4 - Restatement
18 Feb 2026, 09:27:42 UTC DCM Advisors, LLC 2025 Q4
18 Feb 2026, 09:25:49 UTC Galaxy Group Investments LLC 2025 Q4
18 Feb 2026, 09:16:50 UTC SOF Ltd 2025 Q4
18 Feb 2026, 09:14:30 UTC Corecam AG 2025 Q4
18 Feb 2026, 09:09:37 UTC NAYA CAPITAL MANAGEMENT UK LTD 2025 Q4
18 Feb 2026, 09:08:00 UTC Arohi Asset Management PTE Ltd. 2025 Q4
18 Feb 2026, 08:53:37 UTC Achmea Investment Management B.V. 2025 Q4
18 Feb 2026, 08:48:29 UTC Braeburn Wealth Management LLC 2025 Q4
18 Feb 2026, 08:48:04 UTC Front Street Capital Management, Inc. 2025 Q4
18 Feb 2026, 08:47:35 UTC Vident Advisory, LLC 2025 Q4
18 Feb 2026, 08:45:41 UTC Beacon Pointe Advisors, LLC 2025 Q4
18 Feb 2026, 08:29:56 UTC FAS Wealth Partners, Inc. 2025 Q4
18 Feb 2026, 08:29:46 UTC KITCHING PARTNERS, LLC 2025 Q4
18 Feb 2026, 08:26:23 UTC FIRST CITIZENS BANK & TRUST CO 2025 Q4
18 Feb 2026, 08:23:41 UTC Wahed Invest LLC 2025 Q4
18 Feb 2026, 08:15:16 UTC Global Frontier Investments LLC 2025 Q4
18 Feb 2026, 07:58:10 UTC Delta Global Management LP 2025 Q4 - Restatement
18 Feb 2026, 07:49:57 UTC MENDON CAPITAL ADVISORS CORP 2025 Q4
18 Feb 2026, 07:06:47 UTC Kanen Wealth Management LLC 2025 Q4
18 Feb 2026, 07:06:17 UTC State of Tennessee, Department of Treasury 2025 Q4
17 Feb 2026, 21:50:51 UTC ZAZOVE ASSOCIATES LLC 2025 Q4
17 Feb 2026, 21:49:15 UTC EP Wealth Advisors, LLC 2025 Q4
17 Feb 2026, 21:26:03 UTC Krensavage Asset Management, LLC 2025 Q4
17 Feb 2026, 21:03:19 UTC Strategic Planning, Inc. 2025 Q4
17 Feb 2026, 21:01:45 UTC CTC LLC 2025 Q4
17 Feb 2026, 21:01:15 UTC CTC Alternative Strategies, Ltd. 2025 Q4
17 Feb 2026, 20:54:12 UTC MACKENZIE FINANCIAL CORP 2025 Q4
17 Feb 2026, 20:50:14 UTC Pillsbury Lake Capital LLC 2025 Q4
17 Feb 2026, 20:50:12 UTC Troutman Wealth Management, LLC 2025 Q4
17 Feb 2026, 20:49:26 UTC Regal Partners Ltd 2025 Q4
17 Feb 2026, 20:44:59 UTC SkyView Investment Advisors, LLC 2025 Q4