Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
17 Feb 2026, 20:44:03 UTC CacheTech Inc. 2025 Q4
17 Feb 2026, 20:35:16 UTC Standard Family Office LLC 2025 Q4
17 Feb 2026, 20:27:01 UTC Ark Wealth Advisors LLC 2025 Q4
17 Feb 2026, 20:22:04 UTC Vermillion & White Wealth Management Group, LLC 2025 Q4
17 Feb 2026, 20:20:00 UTC SYLEBRA CAPITAL LLC 2025 Q4
17 Feb 2026, 20:15:59 UTC JCP Investment Management, LLC 2025 Q4
17 Feb 2026, 20:02:17 UTC TAM Capital Management Inc. 2025 Q4
17 Feb 2026, 20:00:43 UTC Owlhouse Capital LP 2025 Q4
17 Feb 2026, 19:37:52 UTC Papamarkou Wellner Asset Management inc. 2025 Q4
17 Feb 2026, 19:35:25 UTC SVF Sponsor III (DE) LLC 2025 Q4
17 Feb 2026, 19:30:47 UTC Warther Private Wealth, LLC 2025 Q4
17 Feb 2026, 19:30:03 UTC Fan Yu 2025 Q4
17 Feb 2026, 19:29:54 UTC Sierra Capital LLC 2025 Q4
17 Feb 2026, 19:29:46 UTC SB INVESTMENT ADVISERS (UK) LTD 2025 Q4
17 Feb 2026, 19:26:27 UTC LRZ CAPITAL LLC 2025 Q4
17 Feb 2026, 19:15:07 UTC Greenstone Partners & Co., LLC 2025 Q4
17 Feb 2026, 19:03:57 UTC Socorro Asset Management LP 2025 Q4
17 Feb 2026, 19:02:54 UTC GUARDIAN CAPITAL LP 2025 Q4
17 Feb 2026, 18:55:06 UTC North Capital, Inc. 2025 Q4 - Restatement
17 Feb 2026, 18:53:09 UTC 8VC GP I, LLC 2025 Q4
17 Feb 2026, 18:46:06 UTC Ikarian Capital, LLC 2025 Q4
17 Feb 2026, 18:43:19 UTC Adelante Capital Management LLC 2025 Q4
17 Feb 2026, 18:36:50 UTC Adams Wealth Management 2025 Q4
17 Feb 2026, 18:35:26 UTC Kensington Investment Counsel, LLC 2025 Q4
17 Feb 2026, 18:34:15 UTC Sherwood Financial Partners, LLC 2025 Q4
17 Feb 2026, 18:29:38 UTC Mosaic Advisors LLC 2025 Q4
17 Feb 2026, 18:26:52 UTC CAHILL FINANCIAL ADVISORS INC 2025 Q4
17 Feb 2026, 18:24:42 UTC Stokes Family Office, LLC 2025 Q4
17 Feb 2026, 18:23:57 UTC ONE WEALTH CAPITAL MANAGEMENT, LLC 2025 Q4
17 Feb 2026, 18:19:30 UTC Hamilton Wealth, LLC 2025 Q4
17 Feb 2026, 18:19:08 UTC Evergreen Wealth Solutions, LLC 2025 Q4
17 Feb 2026, 18:17:03 UTC Vision One Management Partners, LP 2025 Q4
17 Feb 2026, 18:16:12 UTC Royal Capital Wealth Management, LLC 2025 Q4
17 Feb 2026, 18:14:43 UTC Beartown Capital Management, LLC 2025 Q4
17 Feb 2026, 18:13:36 UTC Note Advisors, LLC 2025 Q4
17 Feb 2026, 18:11:38 UTC Creek Drive Management Group LLC 2025 Q4
17 Feb 2026, 18:11:23 UTC Valley Financial Group, Inc. 2025 Q4
17 Feb 2026, 18:10:55 UTC ALPINE WOODS CAPITAL INVESTORS, LLC 2025 Q4
17 Feb 2026, 18:10:05 UTC Strive Financial Group ,LLC 2025 Q4
17 Feb 2026, 18:07:19 UTC AMERIFLEX GROUP, INC. 2025 Q4
17 Feb 2026, 18:06:09 UTC Widmann Financial Services, Inc. 2025 Q4
17 Feb 2026, 17:59:43 UTC Absoluto Partners Gestao de Recursos Ltda 2025 Q4
17 Feb 2026, 17:59:42 UTC High Falls Advisors, Inc 2025 Q4
17 Feb 2026, 17:58:45 UTC FIRST COMMONWEALTH FINANCIAL CORP /PA/ 2025 Q4
17 Feb 2026, 17:56:23 UTC Blue Sparrow, LLC /DE 2025 Q4
17 Feb 2026, 17:55:11 UTC MERCER GLOBAL ADVISORS INC /ADV 2025 Q4
17 Feb 2026, 17:54:28 UTC Summit Global Investments 2025 Q4
17 Feb 2026, 17:52:41 UTC Elliott Investment Management L.P. 2025 Q4
17 Feb 2026, 17:50:09 UTC Blue Chip Partners, LLC 2025 Q4
17 Feb 2026, 17:49:37 UTC North Capital, Inc. 2025 Q4
17 Feb 2026, 17:44:25 UTC RAYMOND JAMES FINANCIAL INC 2025 Q4
17 Feb 2026, 17:42:09 UTC Feynman Point Asset Management LLC 2025 Q4
17 Feb 2026, 17:40:19 UTC Veradace Capital Management LLC 2025 Q4
17 Feb 2026, 17:36:12 UTC Fountainhead AM, LLC 2025 Q4
17 Feb 2026, 17:35:45 UTC Coastal Bridge Advisors, LLC 2025 Q4
17 Feb 2026, 17:29:44 UTC Sandia Investment Management LP 2025 Q4
17 Feb 2026, 17:29:29 UTC Coliseum Capital Management, LLC 2025 Q4
17 Feb 2026, 17:29:25 UTC Talaria Asset Management Pty Ltd 2025 Q4
17 Feb 2026, 17:29:20 UTC CARDIFF PARK ADVISORS, LLC 2025 Q4
17 Feb 2026, 17:28:03 UTC Silversmith Partners I GP, LLC 2025 Q4
17 Feb 2026, 17:27:51 UTC Praesidium Investment Management Company, LLC 2025 Q4
17 Feb 2026, 17:27:14 UTC Electric Capital Partners, LLC 2025 Q4
17 Feb 2026, 17:25:29 UTC United Capital Management of KS, Inc. 2025 Q4 - New Holdings
17 Feb 2026, 17:23:26 UTC MSD CAPITAL, L.P. 2025 Q4
17 Feb 2026, 17:22:38 UTC MSD Partners, L.P. 2025 Q4
17 Feb 2026, 17:22:16 UTC GOBI CAPITAL LLC 2025 Q4
17 Feb 2026, 17:20:20 UTC Altrafin AG 2025 Q3
17 Feb 2026, 17:20:09 UTC Altrafin AG 2025 Q2
17 Feb 2026, 17:20:08 UTC Envision Financial Planning, LLC 2025 Q4
17 Feb 2026, 17:19:56 UTC Altrafin AG 2025 Q1
17 Feb 2026, 17:19:47 UTC Altrafin AG 2024 Q4
17 Feb 2026, 17:19:42 UTC MARS JEWETT FINANCIAL GROUP, INC. 2025 Q4
17 Feb 2026, 17:19:42 UTC Cria, Inc. 2025 Q4
17 Feb 2026, 17:19:34 UTC Altrafin AG 2024 Q3
17 Feb 2026, 17:19:24 UTC Altrafin AG 2024 Q2
17 Feb 2026, 17:19:14 UTC Michael & Susan Dell Foundation 2025 Q4
17 Feb 2026, 17:19:13 UTC Altrafin AG 2024 Q1
17 Feb 2026, 17:19:03 UTC Altrafin AG 2023 Q4
17 Feb 2026, 17:18:53 UTC Altrafin AG 2023 Q3
17 Feb 2026, 17:18:43 UTC Altrafin AG 2023 Q2
17 Feb 2026, 17:18:33 UTC Altrafin AG 2023 Q1
17 Feb 2026, 17:18:24 UTC Altrafin AG 2022 Q4
17 Feb 2026, 17:18:15 UTC Altrafin AG 2022 Q3
17 Feb 2026, 17:18:06 UTC Altrafin AG 2022 Q2
17 Feb 2026, 17:17:57 UTC Altrafin AG 2022 Q1
17 Feb 2026, 17:17:31 UTC Ventas, Inc. 2025 Q4
17 Feb 2026, 17:16:38 UTC Momentous Wealth Management, Inc. 2025 Q4
17 Feb 2026, 17:15:52 UTC Defiance ETFs, LLC 2025 Q4
17 Feb 2026, 17:15:27 UTC Henry James International Management Inc. 2025 Q4
17 Feb 2026, 17:13:59 UTC GAM Holding AG 2025 Q4
17 Feb 2026, 17:13:32 UTC HARRIS ASSOCIATES L P 2025 Q4
17 Feb 2026, 17:13:18 UTC ABG Innovation Capital Partners III GP Ltd 2025 Q4
17 Feb 2026, 17:13:15 UTC Bienville Capital Management, LLC 2025 Q4
17 Feb 2026, 17:12:26 UTC COATUE MANAGEMENT LLC 2025 Q4
17 Feb 2026, 17:12:25 UTC BRAIDWELL LP 2025 Q4
17 Feb 2026, 17:11:00 UTC Troluce Capital Advisors LLC 2025 Q4
17 Feb 2026, 17:10:31 UTC Fund 1 Investments, LLC 2025 Q4
17 Feb 2026, 17:10:28 UTC TORTOISE CAPITAL ADVISORS, L.L.C. 2025 Q4
17 Feb 2026, 17:10:16 UTC Abel Hall, LLC 2025 Q4
17 Feb 2026, 17:09:18 UTC Northeast Financial Group, Inc. 2025 Q4