Latest 13F Portfolio Filings

Since 01 Oct 2025

Filing Time Investor Period
10 Nov 2025, 16:21:33 Apriem Advisors 2025 Q3
10 Nov 2025, 11:47:30 Telemark Asset Management, LLC 2025 Q3
10 Nov 2025, 16:40:29 Miller Investment Management, LP 2025 Q3
10 Nov 2025, 13:07:08 NNS Holding 2025 Q3
10 Nov 2025, 11:26:49 Choate Investment Advisors 2025 Q3
10 Nov 2025, 13:07:07 Zevin Asset Management Llc 2025 Q3
07 Nov 2025, 18:56:15 AMG National Trust Bank 2025 Q3
10 Nov 2025, 14:23:18 LaFleur & Godfrey LLC 2025 Q3
10 Nov 2025, 17:01:01 Moon Capital Management Lp 2025 Q3
10 Nov 2025, 14:08:59 Goodman Financial Corp 2025 Q3
10 Nov 2025, 14:58:01 Generation Investment Management Llp 2025 Q3
10 Nov 2025, 08:41:37 Hillsdale Investment Management Inc. 2025 Q3
10 Nov 2025, 13:46:38 Makena Capital Management Llc 2025 Q3
10 Nov 2025, 16:18:20 Baldwin Investment Management, LLC 2025 Q3
10 Nov 2025, 11:03:54 Estabrook Capital Management 2025 Q3
10 Nov 2025, 16:16:14 Fidelity National Financial, Inc. 2025 Q3
10 Nov 2025, 12:37:54 Aurora Investment Counsel 2025 Q3
07 Nov 2025, 18:57:27 Kidder Stephen W 2025 Q3
07 Nov 2025, 17:56:09 Broderick Brian C 2025 Q3
10 Nov 2025, 15:53:37 Permit Capital, LLC 2025 Q3
10 Nov 2025, 15:38:44 America First Investment Advisors, LLC 2025 Q3
10 Nov 2025, 14:16:36 MMCAP International Inc. SPC 2025 Q3
10 Nov 2025, 12:45:18 Channing Capital Management, LLC 2025 Q3
10 Nov 2025, 12:27:05 Shenkman Capital Management Inc 2025 Q3
10 Nov 2025, 16:58:59 Wrapmanager Inc 2025 Q3
10 Nov 2025, 08:55:22 Towle & Co 2025 Q3
10 Nov 2025, 06:31:16 Jupiter Asset Management Ltd 2025 Q3
07 Nov 2025, 18:47:31 Somerville Kurt F 2025 Q3
10 Nov 2025, 10:45:35 Dearborn Partners Llc 2025 Q3
10 Nov 2025, 17:02:49 Mount Lucas Management LP 2025 Q3
10 Nov 2025, 14:14:35 Madison Dearborn Partners Llc 2025 Q3
10 Nov 2025, 10:18:04 Princeton Capital Management Llc 2025 Q3
07 Nov 2025, 18:51:02 Woodley Farra Manion Portfolio Management Inc 2025 Q3
10 Nov 2025, 10:40:52 White Pine Capital Llc 2025 Q3
10 Nov 2025, 08:47:16 Stevens Capital Management Lp 2025 Q3
10 Nov 2025, 11:24:30 Flagstar Advisors Inc 2025 Q3
10 Nov 2025, 16:34:24 Adventist Health System Sunbelt Healthcare Corp 2025 Q3
10 Nov 2025, 10:43:41 Opus Investment Management Inc 2025 Q3
10 Nov 2025, 08:41:00 Sun Life Financial Inc 2025 Q3
10 Nov 2025, 17:07:59 Thoroughbred Financial Services, Llc 2025 Q3
10 Nov 2025, 10:58:16 Longview Asset Management, Llc 2025 Q3
10 Nov 2025, 15:11:32 Jag Capital Management, Llc 2025 Q3
10 Nov 2025, 13:31:43 Schulhoff & Co Inc 2025 Q3
10 Nov 2025, 10:27:53 Bruni J V & Co /Co 2025 Q3
10 Nov 2025, 10:21:20 Bowen Hanes & Co Inc 2025 Q3
10 Nov 2025, 16:07:30 Lcnb Corp 2025 Q3
10 Nov 2025, 15:55:15 North Star Asset Management Inc 2025 Q3
10 Nov 2025, 12:17:29 Clark Estates Inc/Ny 2025 Q3
10 Nov 2025, 17:21:19 Td Asset Management Inc 2025 Q3
10 Nov 2025, 13:44:18 Ameritas Investment Partners, Inc. 2025 Q3
07 Nov 2025, 18:01:14 Puzo Michael J 2025 Q3
10 Nov 2025, 17:25:12 Aew Capital Management L P 2025 Q3
10 Nov 2025, 13:03:23 American Financial Group Inc 2025 Q3
10 Nov 2025, 15:19:02 MAI Capital Management 2025 Q3
10 Nov 2025, 09:07:36 Intrust Bank Na 2025 Q3
10 Nov 2025, 13:47:43 Mcdonald Capital Investors Inc/Ca 2025 Q3
07 Nov 2025, 18:40:16 Pekin Hardy Strauss, Inc. 2025 Q3
10 Nov 2025, 15:02:41 Bradley Foster & Sargent Inc/Ct 2025 Q3
07 Nov 2025, 18:28:03 Excalibur Management Corp 2025 Q3
10 Nov 2025, 17:10:08 Kayne Anderson Capital Advisors Lp 2025 Q3
10 Nov 2025, 13:04:00 American Financial Group Inc 401(k) Retirement & Savings Plan 2025 Q3
10 Nov 2025, 11:49:42 Gardner Lewis Asset Management L P 2025 Q3
10 Nov 2025, 11:35:45 Ellerson Group Inc /Adv 2025 Q3
10 Nov 2025, 15:21:23 Alerus Financial Na 2025 Q3
10 Nov 2025, 14:16:54 Payden & Rygel 2025 Q3
10 Nov 2025, 09:17:05 Highbridge Capital Management Llc 2025 Q3
10 Nov 2025, 15:25:18 Anchor Capital Management Group Inc 2025 Q3
07 Nov 2025, 18:47:28 Factory Mutual Insurance Co 2025 Q3
10 Nov 2025, 12:00:15 Charles Schwab Investment Management Inc 2025 Q3
10 Nov 2025, 15:42:05 Weitz Investment Management, Inc. 2025 Q3
07 Nov 2025, 19:02:12 Alexander Randolph Advisory, Inc. 2025 Q3
10 Nov 2025, 15:34:49 Monetta Financial Services Inc 2025 Q3
10 Nov 2025, 16:18:45 Mufg Securities Americas Inc. 2025 Q3
10 Nov 2025, 13:35:50 Clearstead Advisors, LLC 2025 Q3
07 Nov 2025, 11:52:16 Kassira Wealth Management LLC 2025 Q3
07 Nov 2025, 06:31:30 Abn Amro Investment Solutions 2025 Q3
07 Nov 2025, 10:13:08 Abn Amro Investment Solutions 2023 Q3 - Restatement
06 Nov 2025, 20:04:16 Valpey Financial Services, LLC 2025 Q3
06 Nov 2025, 21:29:02 Cherokee Insurance Co 2025 Q3
06 Nov 2025, 21:39:11 Warner Group LLC 2025 Q3
07 Nov 2025, 09:32:22 Providence Financial Advisors, LLC 2025 Q3
07 Nov 2025, 12:52:17 Turn8 Private Wealth Inc. 2025 Q3
07 Nov 2025, 07:22:16 Wincap Financial Llc 2025 Q3
06 Nov 2025, 19:59:17 Gf Fund Management Co. Ltd. 2025 Q3
07 Nov 2025, 10:54:45 Putney Financial Group LLC 2025 Q3
07 Nov 2025, 07:26:54 Salus Financial Advisors, LLC 2025 Q3
07 Nov 2025, 12:18:11 McMill Wealth Management 2025 Q3
07 Nov 2025, 09:29:00 McMill Wealth Management 2025 Q3
07 Nov 2025, 07:27:24 Uniting Wealth Partners, LLC 2025 Q3
07 Nov 2025, 14:12:03 May Hill Capital, LLC 2025 Q3
06 Nov 2025, 19:36:54 TT Capital Management LLC 2025 Q3
07 Nov 2025, 13:35:29 Maridea Wealth Management LLC 2025 Q3
07 Nov 2025, 16:07:26 Red Tree Management, LLC 2025 Q3
07 Nov 2025, 07:03:37 Rialto Wealth Management, LLC 2025 Q3
07 Nov 2025, 16:07:15 Burling Wealth Partners, Llc 2025 Q3
07 Nov 2025, 16:05:13 Alta Partners Management Company, L.P. 2025 Q3
07 Nov 2025, 09:29:04 Generation Capital Management LLC 2025 Q3
07 Nov 2025, 15:38:38 Synergy Investment Management, LLC 2025 Q3
07 Nov 2025, 15:28:51 Fiscal Wisdom Wealth Management, LLC 2025 Q3
07 Nov 2025, 13:01:11 Serenus Wealth Advisors, LLC 2025 Q3