Latest 13F Portfolio Filings

Since 01 Oct 2025

Filing Time Investor Period
12 Nov 2025, 10:37:20 American Century Companies Inc 2025 Q3
12 Nov 2025, 16:45:53 Piper Sandler & Co. 2025 Q3
12 Nov 2025, 13:44:51 Stifel Financial Corp 2025 Q3
10 Nov 2025, 21:27:17 Westpac Banking Corp 2025 Q3
12 Nov 2025, 13:38:21 Teachers Retirement System Of The State Of Kentucky 2025 Q3
12 Nov 2025, 14:50:58 Planning Alternatives Ltd /Adv 2025 Q3
12 Nov 2025, 07:45:05 1 St Source Bank 2025 Q3
12 Nov 2025, 15:53:34 Protective Life Corp 2025 Q3
12 Nov 2025, 14:08:51 Dimensional Fund Advisors Lp 2025 Q3
12 Nov 2025, 12:26:46 State Farm Mutual Automobile Insurance Co 2025 Q3
12 Nov 2025, 17:21:06 Pitcairn Co 2025 Q3
12 Nov 2025, 17:26:44 Barclays Plc 2025 Q3
12 Nov 2025, 16:11:52 Merck & Co., Inc. 2025 Q3
12 Nov 2025, 17:15:52 Smith, Moore & Co. 2025 Q3
12 Nov 2025, 16:15:26 Travelers Companies, Inc. 2025 Q3
12 Nov 2025, 10:29:59 Huntington National Bank 2025 Q3
10 Nov 2025, 17:53:31 Us Bancorp \De\ 2025 Q3
12 Nov 2025, 09:05:13 Central Securities Corp 2025 Q3
12 Nov 2025, 11:15:08 Principal Securities, Inc. 2025 Q3
10 Nov 2025, 11:09:44 IFS Group,LLC 2025 Q3
10 Nov 2025, 15:54:25 Kropog Financial Group, LLC 2025 Q3
10 Nov 2025, 09:22:30 Kropog Financial Group, LLC 2025 Q2
10 Nov 2025, 09:21:29 Kropog Financial Group, LLC 2025 Q1
10 Nov 2025, 09:20:12 Kropog Financial Group, LLC 2024 Q4
10 Nov 2025, 12:47:12 Westerkirk Capital Inc. 2025 Q3
10 Nov 2025, 15:11:15 Longview Financial Advisors LLC 2025 Q3
10 Nov 2025, 13:24:08 Woodside Wealth Management LLC 2025 Q3
10 Nov 2025, 17:28:59 Tableaux Llc 2025 Q3
10 Nov 2025, 09:17:02 Lansforsakringar Fondforvaltning AB (publ) 2025 Q3
10 Nov 2025, 16:33:03 Wilkins Miller Wealth Management, LLC 2025 Q3
10 Nov 2025, 07:30:48 Brickwood Asset Management LLP 2025 Q3
10 Nov 2025, 11:19:50 Lunate Capital Ltd 2025 Q3
10 Nov 2025, 08:28:07 ROSS\JOHNSON & Associates LLC 2025 Q3
10 Nov 2025, 09:32:49 Rossby Financial, LCC 2025 Q3
07 Nov 2025, 17:57:37 Cohalo Advisory LLC 2025 Q3
07 Nov 2025, 20:11:02 Marshall & Sterling Wealth Advisors Inc. 2025 Q3
10 Nov 2025, 06:18:15 Persistent Asset Partners Ltd 2025 Q3
10 Nov 2025, 07:09:48 Sava Infond d.o.o. 2025 Q3
10 Nov 2025, 13:01:05 Alteri Wealth LLC 2025 Q3
10 Nov 2025, 06:04:25 Prakash Investment Advisors Llc 2025 Q3
10 Nov 2025, 12:07:18 Eleva Capital SAS 2025 Q3
10 Nov 2025, 15:53:42 KDT Advisors, LLC 2025 Q3
10 Nov 2025, 09:44:46 Partners in Financial Planning 2025 Q3
07 Nov 2025, 18:25:58 LongView Asset Management LLC 2025 Q3
10 Nov 2025, 12:43:06 Michels Family Financial, LLC 2025 Q3
10 Nov 2025, 06:30:20 BIT Capital GmbH 2025 Q3
10 Nov 2025, 11:20:44 BLI - Banque de Luxembourg Investments 2025 Q3
10 Nov 2025, 08:09:44 Siligmueller & Norvid Wealth Advisors LLC 2025 Q3
10 Nov 2025, 17:22:10 TigerOak Management, L.L.C. 2025 Q3
10 Nov 2025, 12:20:44 Peapod Lane Capital LLC 2025 Q3
10 Nov 2025, 15:49:06 Cvfg Llc 2025 Q3
10 Nov 2025, 16:21:57 Inkwell Capital Llc 2025 Q3
10 Nov 2025, 15:27:56 Pollock Investment Advisors, LLC 2025 Q3
10 Nov 2025, 08:07:08 Manuka Financial, LLC 2025 Q3
10 Nov 2025, 13:58:22 Babb Wealth Advisors LLC 2025 Q3
10 Nov 2025, 13:02:37 Irth Capital Management LP 2025 Q3
10 Nov 2025, 07:05:16 Raiffeisen Bank International AG 2025 Q3
10 Nov 2025, 10:58:04 Galilei Investment Office LLP 2025 Q3
10 Nov 2025, 10:07:41 Cannon Wealth Management Services, LLC 2025 Q3
07 Nov 2025, 18:55:36 Convergence Financial, LLC 2025 Q3
10 Nov 2025, 15:38:55 Parr Mcknight Wealth Management Group, Llc 2025 Q3
10 Nov 2025, 12:33:25 Explore Capital Management, LLC 2025 Q3
10 Nov 2025, 11:57:21 Everstar Asset Management, LLC 2025 Q3
10 Nov 2025, 16:42:45 Wrenne Financial Planning LLC 2025 Q3
10 Nov 2025, 15:38:02 Bright Financial Advisors, Inc. 2025 Q3
10 Nov 2025, 15:18:09 GGM Financials LLC 2025 Q3
10 Nov 2025, 11:21:11 Broadway Wealth Solutions, Inc. 2025 Q3
10 Nov 2025, 15:45:57 M3 Advisory Group, LLC 2025 Q3
10 Nov 2025, 12:34:59 Adapt Wealth Advisors, Llc 2025 Q3
10 Nov 2025, 12:32:10 Zeno Equity Partners LLP 2025 Q3
10 Nov 2025, 16:27:43 Napean Trading & Investment Co (Singapore) PTE Ltd 2025 Q3
10 Nov 2025, 10:45:07 Advyzon Investment Management, LLC 2025 Q3
10 Nov 2025, 15:17:07 Lummis Asset Management, LP 2025 Q3
10 Nov 2025, 13:53:05 ROI Financial Advisors, LLC 2025 Q3
10 Nov 2025, 08:45:34 Darden Wealth Group Inc 2025 Q3
10 Nov 2025, 10:25:33 MKA Charitable Fund 2025 Q3
10 Nov 2025, 15:48:37 Stonebrook Private Inc. 2025 Q3
10 Nov 2025, 09:10:08 Brummer Multi-Strategy AB 2025 Q3
10 Nov 2025, 07:27:05 IGP Investments (G.P.L.P), LP 2025 Q3
10 Nov 2025, 13:11:20 Constant Guidance Financial LLC 2025 Q3
10 Nov 2025, 10:45:15 Disciplina Capital Management LLC 2025 Q3
10 Nov 2025, 11:36:48 Inspire Trust Co, N.A. 2025 Q3
10 Nov 2025, 10:10:26 EDENTREE ASSET MANAGEMENT Ltd 2025 Q3
10 Nov 2025, 16:04:35 Compound Planning, Inc. 2025 Q3
10 Nov 2025, 15:01:46 Vawter Financial, Ltd. 2025 Q3
10 Nov 2025, 17:27:02 Aspen Wealth Strategies, LLC 2025 Q3
07 Nov 2025, 17:51:46 Northeast Financial Group, Inc. 2025 Q3
07 Nov 2025, 18:44:35 Beverly Hills Private Wealth, LLC 2025 Q3
10 Nov 2025, 16:30:16 Foundry Group Next, LLC 2025 Q3
10 Nov 2025, 12:44:17 Dover Advisors, Llc 2025 Q3
10 Nov 2025, 12:58:07 TSA Wealth Managment LLC 2025 Q3
07 Nov 2025, 18:24:51 Northern Financial Advisors Inc 2025 Q3
10 Nov 2025, 10:37:00 Rochester Wealth Strategies, LLC 2025 Q3
07 Nov 2025, 18:51:55 David Kennon Inc 2025 Q3
10 Nov 2025, 15:39:10 Colonial Trust Co / SC 2025 Q3
07 Nov 2025, 18:37:02 Mullooly Asset Management, Inc. 2025 Q3
10 Nov 2025, 15:40:58 Strata Wealth Advisors, LLC 2025 Q3
10 Nov 2025, 15:51:19 Invictus Private Wealth, Llc 2025 Q3
10 Nov 2025, 15:46:42 DecisionPoint Financial, LLC 2025 Q3
10 Nov 2025, 12:37:20 Bleakley Financial Group, LLC 2025 Q3