Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
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
04 Feb 2026, 10:34:08 UTC KLCM Advisors, Inc. 2025 Q4
04 Feb 2026, 11:35:29 UTC TOWERVIEW LLC 2025 Q4
04 Feb 2026, 17:29:49 UTC MUHLENKAMP & CO INC 2025 Q4
04 Feb 2026, 09:25:56 UTC WEDGEWOOD INVESTORS INC /PA/ 2025 Q4
04 Feb 2026, 13:25:44 UTC BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2025 Q4
04 Feb 2026, 16:30:24 UTC OREGON PUBLIC EMPLOYEES RETIREMENT FUND 2025 Q4
04 Feb 2026, 14:00:49 UTC FIRST FOUNDATION ADVISORS 2025 Q4
03 Feb 2026, 21:27:30 UTC GREENWOOD GEARHART INC 2025 Q4
04 Feb 2026, 13:22:30 UTC NORTHEAST INVESTMENT MANAGEMENT 2025 Q4
03 Feb 2026, 18:16:13 UTC MARCO INVESTMENT MANAGEMENT LLC 2025 Q4
04 Feb 2026, 12:48:46 UTC Provident Investment Management, Inc. 2025 Q4
06 Feb 2026, 10:38:32 UTC REDMONT WEALTH ADVISORS LLC 2025 Q4
04 Feb 2026, 13:19:36 UTC PATHWAY CAPITAL MANAGEMENT, LP 2025 Q4
04 Feb 2026, 07:13:44 UTC SECURIAN ASSET MANAGEMENT, INC 2025 Q4
04 Feb 2026, 15:40:59 UTC PARADIGM ASSET MANAGEMENT CO LLC 2025 Q4
03 Feb 2026, 19:29:47 UTC UNITED SERVICES AUTOMOBILE ASSOCIATION 2025 Q4
04 Feb 2026, 13:30:00 UTC VIRGINIA RETIREMENT SYSTEMS ET Al 2025 Q4
04 Feb 2026, 13:37:42 UTC VALLEY WEALTH MANAGERS, INC. 2025 Q4
04 Feb 2026, 13:13:56 UTC HARTFORD INVESTMENT MANAGEMENT CO 2025 Q4
04 Feb 2026, 14:04:52 UTC SCHWARTZ INVESTMENT COUNSEL INC 2025 Q4
04 Feb 2026, 10:57:50 UTC NICHOLAS COMPANY, INC. 2025 Q4
04 Feb 2026, 14:12:24 UTC PERKINS CAPITAL MANAGEMENT INC 2025 Q4
04 Feb 2026, 15:51:35 UTC Atlantic Union Bankshares Corp 2025 Q4
04 Feb 2026, 13:59:08 UTC INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2025 Q4
04 Feb 2026, 12:06:10 UTC WASHINGTON TRUST BANK 2025 Q4
04 Feb 2026, 06:15:03 UTC MUFG Bank, Ltd. 2025 Q4
04 Feb 2026, 12:58:47 UTC WESTPORT ASSET MANAGEMENT INC 2025 Q4
04 Feb 2026, 12:04:04 UTC BAILARD, INC. 2025 Q4
04 Feb 2026, 12:05:28 UTC MONEY CONCEPTS CAPITAL CORP 2025 Q4
03 Feb 2026, 21:26:27 UTC UNIVEST FINANCIAL Corp 2025 Q4
04 Feb 2026, 09:46:04 UTC SENTRY INVESTMENT MANAGEMENT LLC 2025 Q4
04 Feb 2026, 06:15:24 UTC MITSUBISHI UFJ FINANCIAL GROUP INC 2025 Q4
03 Feb 2026, 10:48:48 UTC Ponta Wealth Partners, LLC 2025 Q4
02 Feb 2026, 17:45:32 UTC Adirondack Capital Advisors, LLC 2025 Q4
03 Feb 2026, 14:40:10 UTC Merrithew & Thorsten Inc 2025 Q4
03 Feb 2026, 14:22:11 UTC Strategic Wealth Advisors LLC 2025 Q4
03 Feb 2026, 10:23:18 UTC Bluebird Wealth Management LLC 2025 Q4
02 Feb 2026, 20:33:27 UTC Liberty Atlantic Advisors LLC 2025 Q4
03 Feb 2026, 15:42:25 UTC Pearl Planning LLC 2025 Q4
03 Feb 2026, 09:37:32 UTC Indivisible Partners 2025 Q4
02 Feb 2026, 17:52:20 UTC CHRISTINE MESSMER PC 2025 Q4
03 Feb 2026, 11:06:45 UTC Kassira Wealth Management LLC 2025 Q4
03 Feb 2026, 09:43:35 UTC Manske Wealth Management 2025 Q4
02 Feb 2026, 19:07:36 UTC BROADWATER CAPITAL MANAGEMENT LLC 2025 Q4
02 Feb 2026, 20:08:14 UTC BROADWATER CAPITAL MANAGEMENT LLC 2023 Q4 - Restatement
02 Feb 2026, 20:02:41 UTC BROADWATER CAPITAL MANAGEMENT LLC 2024 Q1 - Restatement
02 Feb 2026, 19:56:44 UTC BROADWATER CAPITAL MANAGEMENT LLC 2024 Q2 - Restatement
02 Feb 2026, 19:50:05 UTC BROADWATER CAPITAL MANAGEMENT LLC 2024 Q3 - Restatement
02 Feb 2026, 19:44:10 UTC BROADWATER CAPITAL MANAGEMENT LLC 2024 Q4 - Restatement
02 Feb 2026, 19:36:48 UTC BROADWATER CAPITAL MANAGEMENT LLC 2025 Q1 - Restatement
02 Feb 2026, 19:30:10 UTC BROADWATER CAPITAL MANAGEMENT LLC 2025 Q2 - Restatement
02 Feb 2026, 19:21:22 UTC BROADWATER CAPITAL MANAGEMENT LLC 2025 Q3 - Restatement
03 Feb 2026, 13:01:39 UTC New Dimensions Wealth Management, LLC 2025 Q4
02 Feb 2026, 17:52:01 UTC Milestone Asset Management Group, LLC 2025 Q4
03 Feb 2026, 10:36:58 UTC Fire Capital Management LLC 2025 Q4
03 Feb 2026, 13:32:28 UTC RD Finance Ltd 2025 Q4
02 Feb 2026, 21:05:13 UTC Kingstone Capital Partners Texas, LLC 2025 Q4
03 Feb 2026, 14:08:20 UTC Navigoe, LLC 2025 Q4
02 Feb 2026, 17:35:38 UTC AssuredPartners Investment Advisors, LLC 2025 Q4
03 Feb 2026, 13:22:42 UTC Grove Street Fiduciary, LLC 2025 Q4
03 Feb 2026, 17:18:06 UTC Centerpoint Advisory Group 2025 Q4
03 Feb 2026, 12:44:34 UTC Jordan Park Trust Co LLC 2025 Q4
03 Feb 2026, 12:05:55 UTC Asset Planning,Inc 2025 Q4
03 Feb 2026, 17:12:16 UTC Grange Capital, LLC 2025 Q4
03 Feb 2026, 12:06:49 UTC Generali Asset Management SPA SGR 2025 Q4
03 Feb 2026, 16:57:46 UTC Legacy Wealth Managment, LLC/ID 2025 Q4
03 Feb 2026, 08:25:56 UTC Golden Bell Financial Planning LLC 2025 Q4
02 Feb 2026, 17:48:14 UTC FORONJY FINANCIAL LLC 2025 Q4
03 Feb 2026, 08:58:48 UTC S-Bank Fund Management Ltd 2025 Q4
03 Feb 2026, 17:00:31 UTC Drucker Wealth 3.0, LLC 2025 Q4
03 Feb 2026, 12:12:07 UTC DIVERSIFY WEALTH MANAGEMENT, LLC 2025 Q4
03 Feb 2026, 11:34:48 UTC Summerhill Capital Management lnc. 2025 Q4
03 Feb 2026, 16:44:54 UTC Ridgeline Wealth Planning, LLC 2025 Q4
02 Feb 2026, 21:06:05 UTC Pilgrim Partners Asia Pte Ltd 2025 Q4
03 Feb 2026, 12:53:06 UTC Climber Capital SA 2025 Q4
03 Feb 2026, 10:48:39 UTC Encompass More Asset Management 2025 Q4
03 Feb 2026, 10:12:27 UTC Morton Capital Management LLC/CA 2025 Q4
03 Feb 2026, 15:08:51 UTC NBZ Investment Advisors LLC 2025 Q4