Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
LBJ Family Wealth Advisors, Ltd. 2024 Q3 10/1/2024, 05:07 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2023 Q2 - Restatement 10/1/2024, 04:40 PM
IMPACTfolio, LLC 2024 Q3 10/1/2024, 04:35 PM
PARK NATIONAL CORP /OH/ 2024 Q3 10/1/2024, 04:19 PM
Bridge Advisory, LLC 2024 Q3 10/1/2024, 04:17 PM
Cannon Financial Strategists, Inc. 2023 Q4 10/1/2024, 04:17 PM
Cannon Financial Strategists, Inc. 2024 Q1 10/1/2024, 04:10 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q3 - Restatement 10/1/2024, 03:40 PM
JACOBS & CO/CA 2024 Q3 10/1/2024, 03:31 PM
APPLETON PARTNERS INC/MA 2024 Q3 10/1/2024, 03:17 PM
Norman Fields, Gottscho Capital Management, LLC 2024 Q3 10/1/2024, 02:31 PM
Davis Capital Management 2024 Q3 10/1/2024, 02:25 PM
Cladis Investment Advisory, LLC 2021 Q4 - New Holdings 10/1/2024, 01:35 PM
Buska Wealth Management, LLC 2024 Q2 10/1/2024, 12:52 PM
BancFirst Trust & Investment Management 2024 Q3 10/1/2024, 11:58 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q4 - Restatement 10/1/2024, 11:56 AM
Emprise Bank 2024 Q3 10/1/2024, 11:08 AM
SCS Capital Management LLC 2024 Q2 10/1/2024, 10:48 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q1 - Restatement 10/1/2024, 10:41 AM
Global Wealth Strategies & Associates 2024 Q3 10/1/2024, 10:10 AM
NEVILLE RODIE & SHAW INC 2024 Q3 10/1/2024, 10:03 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q2 - Restatement 10/1/2024, 09:32 AM
First Financial Bank - Trust Division 2024 Q3 10/1/2024, 08:54 AM