Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
03 Feb 2026, 21:39:28 UTC Arena Capital Advisors, LLC- CA 2025 Q4
04 Feb 2026, 12:50:47 UTC One Day In July LLC 2025 Q4
04 Feb 2026, 16:00:54 UTC Rockbridge Investment Management, LCC 2025 Q4
04 Feb 2026, 09:25:11 UTC Horizon Wealth Management, LLC 2025 Q4
03 Feb 2026, 21:54:31 UTC Dynamic Wealth Strategies, LLC 2025 Q4
04 Feb 2026, 14:06:40 UTC Argos Wealth Advisors, LLC 2025 Q4
04 Feb 2026, 14:46:32 UTC Delta Accumulation, LLC 2025 Q4
04 Feb 2026, 10:28:16 UTC American Institute for Advanced Investment Management, LLP 2025 Q4
04 Feb 2026, 10:30:29 UTC swisspartners Advisors Ltd 2025 Q4
04 Feb 2026, 12:40:39 UTC Shade Tree Advisors LLC 2025 Q4
04 Feb 2026, 09:00:09 UTC MADDEN SECURITIES Corp 2025 Q4
03 Feb 2026, 20:00:09 UTC BEAM WEALTH ADVISORS, INC. 2025 Q4
04 Feb 2026, 10:18:36 UTC Fusion Capital, LLC 2025 Q4
04 Feb 2026, 14:56:53 UTC One Wealth Map LLC 2025 Q4
03 Feb 2026, 17:41:12 UTC JSF Financial, LLC 2025 Q4
04 Feb 2026, 16:19:36 UTC Bridgewealth Advisory Group, LLC 2025 Q4
04 Feb 2026, 12:02:44 UTC TSFG, LLC 2025 Q4
04 Feb 2026, 09:45:41 UTC PETERSON WEALTH MANAGEMENT 2025 Q4
03 Feb 2026, 20:52:40 UTC NAN FUNG TRINITY (HK) Ltd 2025 Q4
04 Feb 2026, 16:10:14 UTC LIBERTY WEALTH MANAGEMENT LLC 2025 Q4
04 Feb 2026, 14:43:42 UTC TLS Advisors LLC 2025 Q4
04 Feb 2026, 10:19:18 UTC Trek Financial, LLC 2025 Q4
04 Feb 2026, 17:13:02 UTC Knuff & Co LLC 2025 Q4
04 Feb 2026, 16:18:19 UTC Global Wealth Management Investment Advisory, Inc. 2025 Q4
03 Feb 2026, 21:24:02 UTC Advisor OS, LLC 2025 Q4
04 Feb 2026, 10:11:48 UTC FORTEM FINANCIAL GROUP, LLC 2025 Q4
04 Feb 2026, 17:18:33 UTC MONECO ADVISORS, LLC 2025 Q4
04 Feb 2026, 11:45:27 UTC Concentrum Wealth Management 2025 Q4
04 Feb 2026, 10:07:40 UTC Centric Wealth Management 2025 Q4
04 Feb 2026, 12:37:13 UTC Chapman Investment Management, LLC 2025 Q4
04 Feb 2026, 09:10:10 UTC Brio Consultants, LLC 2025 Q4
03 Feb 2026, 21:39:08 UTC Altman Advisors, Inc. 2025 Q4
04 Feb 2026, 16:32:33 UTC Biltmore Family Office, LLC 2025 Q4
04 Feb 2026, 15:14:21 UTC Legacy Financial Advisors, Inc. 2025 Q4
04 Feb 2026, 12:06:03 UTC Rinkey Investments 2025 Q4
04 Feb 2026, 07:03:23 UTC Aubrey Capital Management Ltd 2025 Q4
04 Feb 2026, 17:13:12 UTC Strategic Family Wealth Counselors, L.L.C. 2025 Q4
03 Feb 2026, 21:25:53 UTC Garrett Wealth Advisory Group, LLC 2025 Q4
04 Feb 2026, 10:47:42 UTC Valeo Financial Advisors, LLC 2025 Q4
06 Feb 2026, 10:41:50 UTC Bastion Asset Management Inc. 2025 Q4
03 Feb 2026, 21:25:19 UTC Leicht Financial Planning & Wealth Management, Inc. 2025 Q4
04 Feb 2026, 15:59:53 UTC Gallatin Point Capital LLC 2025 Q4
04 Feb 2026, 06:35:29 UTC Family Legacy, Inc. 2025 Q4
04 Feb 2026, 13:08:30 UTC Seelaus Asset Management LLC 2025 Q4
03 Feb 2026, 21:29:36 UTC Bryn Mawr Trust Advisors, LLC 2025 Q4
04 Feb 2026, 14:23:36 UTC E-L Financial Corp Ltd 2025 Q4
04 Feb 2026, 09:41:35 UTC Sanchez Wealth Management Group 2025 Q4
04 Feb 2026, 11:32:12 UTC PIER 88 INVESTMENT PARTNERS LLC 2025 Q4
04 Feb 2026, 11:31:13 UTC Meridian Wealth Management, LLC 2025 Q4
04 Feb 2026, 16:04:38 UTC Independent Advisor Alliance 2025 Q4
04 Feb 2026, 10:49:47 UTC Fusion Family Wealth, LLC 2025 Q4
04 Feb 2026, 11:58:55 UTC Mascoma Wealth Management LLC 2025 Q4
04 Feb 2026, 13:33:34 UTC ELCO Management Co., LLC 2025 Q4
04 Feb 2026, 09:43:04 UTC Sloy Dahl & Holst, LLC 2025 Q4
04 Feb 2026, 10:02:05 UTC Mirabaud Asset Management Ltd 2025 Q4
03 Feb 2026, 21:40:49 UTC NWAM LLC 2025 Q4
03 Feb 2026, 21:44:21 UTC NWAM LLC 2025 Q2 - Restatement
03 Feb 2026, 21:41:12 UTC NWAM LLC 2025 Q3 - Restatement
04 Feb 2026, 15:34:08 UTC World Investment Advisors 2025 Q4
04 Feb 2026, 12:10:33 UTC Versor Investments LP 2025 Q4
04 Feb 2026, 07:21:24 UTC Hosking Partners LLP 2025 Q4
03 Feb 2026, 21:38:32 UTC D'Orazio & Associates, Inc. 2025 Q4
04 Feb 2026, 13:42:59 UTC TradeLink Capital LLC 2025 Q4
04 Feb 2026, 14:22:56 UTC Empire Life Investments Inc. 2025 Q4
04 Feb 2026, 09:51:58 UTC Swiss Life Asset Management Ltd 2025 Q4
06 Feb 2026, 10:41:18 UTC Graticule Asia Macro Advisors LLC 2025 Q4
04 Feb 2026, 15:40:32 UTC Community Bank, N.A. 2025 Q4
04 Feb 2026, 09:04:27 UTC SVB WEALTH LLC 2025 Q4
04 Feb 2026, 08:52:03 UTC C WorldWide Group Holding A/S 2025 Q4
04 Feb 2026, 16:59:55 UTC DAG Ventures, LLC 2025 Q4
04 Feb 2026, 11:05:56 UTC Long Road Investment Counsel, LLC 2025 Q4
04 Feb 2026, 16:31:56 UTC Pacer Advisors, Inc. 2025 Q4
04 Feb 2026, 12:22:33 UTC HighPoint Advisor Group LLC 2025 Q4
03 Feb 2026, 20:08:33 UTC Hikari Power Ltd 2025 Q4
04 Feb 2026, 09:41:04 UTC Shoker Investment Counsel, Inc. 2025 Q4
04 Feb 2026, 13:54:36 UTC Pacific Ridge Capital Partners, LLC 2025 Q4
04 Feb 2026, 11:59:53 UTC Heronetta Management, L.P. 2025 Q4
04 Feb 2026, 10:32:19 UTC Blackhawk Capital Partners, LLC 2025 Q4
04 Feb 2026, 09:46:14 UTC NAPLES GLOBAL ADVISORS, LLC 2025 Q4
04 Feb 2026, 11:32:31 UTC Tsai Capital Corp 2025 Q4
03 Feb 2026, 19:16:20 UTC Pure Financial Advisors, LLC 2025 Q4
03 Feb 2026, 19:39:34 UTC AOZORA BANK, LTD. 2025 Q4
04 Feb 2026, 08:04:59 UTC ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2025 Q4
03 Feb 2026, 17:58:52 UTC Oxbow Advisors, LLC 2025 Q4
03 Feb 2026, 21:32:03 UTC Divco West Real Estate Services, LLC 2025 Q4
04 Feb 2026, 07:10:46 UTC ABN AMRO Bank N.V. 2025 Q4
04 Feb 2026, 09:59:26 UTC National Mutual Insurance Federation of Agricultural Cooperatives 2025 Q4
04 Feb 2026, 16:20:19 UTC Essex Woodlands Management, Inc. 2025 Q4
04 Feb 2026, 15:03:38 UTC Ground Swell Capital, LLC 2025 Q4
04 Feb 2026, 15:18:19 UTC HealthCor Partners Management LP 2025 Q4
04 Feb 2026, 15:19:54 UTC INCA Investments LLC 2025 Q4
04 Feb 2026, 15:56:10 UTC St. James Investment Company, LLC 2025 Q4
04 Feb 2026, 10:38:24 UTC Freedom Day Solutions, LLC 2025 Q4
04 Feb 2026, 14:56:33 UTC Hirtle Callaghan & Co LLC 2025 Q4
04 Feb 2026, 11:20:03 UTC First Eagle Investment Management, LLC 2025 Q4
04 Feb 2026, 10:20:17 UTC Lafayette Investments, Inc. 2025 Q4
04 Feb 2026, 14:22:47 UTC Rock Point Advisors, LLC 2025 Q4
04 Feb 2026, 15:13:31 UTC Madison Asset Management, LLC 2025 Q4
06 Feb 2026, 10:39:00 UTC LITTLE HOUSE CAPITAL LLC 2025 Q4
04 Feb 2026, 14:02:47 UTC MASON STREET ADVISORS, LLC 2025 Q4