Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
29 Jan 2026, 11:21:50 UTC Quent Capital, LLC 2025 Q4
29 Jan 2026, 11:07:49 UTC BLODGETT WEALTH ADVISORS, LLC 2025 Q4
29 Jan 2026, 14:47:48 UTC Scissortail Wealth Management, LLC 2025 Q4
29 Jan 2026, 08:21:55 UTC Solidarity Wealth, LLC 2025 Q4
28 Jan 2026, 19:59:11 UTC China Universal Asset Management Co., Ltd. 2025 Q4
28 Jan 2026, 21:48:18 UTC MWA Asset Management 2025 Q4
29 Jan 2026, 14:10:58 UTC Carmel Capital Partners, LLC 2025 Q4
29 Jan 2026, 08:39:30 UTC Kercheville Advisors, LLC 2025 Q4
03 Feb 2026, 14:29:49 UTC Chesapeake Wealth Management 2025 Q4
03 Feb 2026, 10:13:35 UTC WealthShield Partners, LLC 2025 Q4
29 Jan 2026, 16:49:31 UTC FWG Holdings, LLC 2025 Q4
29 Jan 2026, 13:28:37 UTC LCM Capital Management Inc 2025 Q4
29 Jan 2026, 11:42:11 UTC True Link Financial Advisors, LLC 2025 Q4
29 Jan 2026, 11:48:49 UTC Golden State Equity Partners 2025 Q4
29 Jan 2026, 09:59:30 UTC RMG Wealth Management LLC 2025 Q4
28 Jan 2026, 21:41:03 UTC Brown Financial Advisory 2025 Q4
28 Jan 2026, 18:00:44 UTC TKG Advisors, LLC 2025 Q4
29 Jan 2026, 14:36:58 UTC Roth Financial Partners LLC 2025 Q4
29 Jan 2026, 09:23:43 UTC 4Thought Financial Group Inc. 2025 Q4
28 Jan 2026, 21:44:55 UTC Navigation Wealth Management, Inc. 2025 Q4
03 Feb 2026, 13:44:26 UTC Entruity Wealth, LLC 2025 Q4
29 Jan 2026, 14:29:50 UTC Prospect Hill Management, LLC 2025 Q4
03 Feb 2026, 11:33:49 UTC MPS Loria Financial Planners, LLC 2025 Q4
06 Feb 2026, 10:33:11 UTC IFP Advisors, Inc 2025 Q4
02 Feb 2026, 20:47:19 UTC Garner Asset Management Corp 2025 Q4
02 Feb 2026, 18:47:47 UTC Providence First Trust Co 2025 Q4
29 Jan 2026, 11:18:50 UTC Live Oak Investment Partners 2025 Q4
03 Feb 2026, 10:20:45 UTC Mokosak Advisory Group, LLC 2025 Q4
03 Feb 2026, 11:56:49 UTC Geneva Partners, LLC 2025 Q4
03 Feb 2026, 14:51:06 UTC BHK Investment Advisors, LLC 2025 Q4
28 Jan 2026, 19:22:50 UTC Hestia Capital Management, LLC 2025 Q4
29 Jan 2026, 13:41:43 UTC Concord Wealth Partners 2025 Q4
29 Jan 2026, 08:38:02 UTC Veracity Capital LLC 2025 Q4
02 Feb 2026, 18:09:21 UTC Morse Asset Management, Inc 2025 Q4
02 Feb 2026, 20:19:39 UTC McIlrath & Eck, LLC 2025 Q4
29 Jan 2026, 15:56:56 UTC RMR Wealth Builders 2025 Q4
29 Jan 2026, 15:40:41 UTC Aprio Wealth Management, LLC 2025 Q4
29 Jan 2026, 08:34:49 UTC Resonant Capital Advisors, LLC 2025 Q4
29 Jan 2026, 10:17:55 UTC MATTERN CAPITAL MANAGEMENT, LLC 2025 Q4
29 Jan 2026, 13:55:10 UTC Avalon Advisory Group 2025 Q4
29 Jan 2026, 09:49:18 UTC S.A. Mason LLC 2025 Q4
29 Jan 2026, 14:25:08 UTC Horizon Advisory Services, Inc. 2025 Q4
03 Feb 2026, 17:00:11 UTC RB Capital Management, LLC 2025 Q4
29 Jan 2026, 15:27:50 UTC Physician Wealth Advisors, Inc. 2025 Q4
29 Jan 2026, 16:31:06 UTC Spider Management Company, LLC 2025 Q4
28 Jan 2026, 21:40:20 UTC TBH Global Asset Management, LLC 2025 Q4
02 Feb 2026, 21:08:53 UTC RED CRANE WEALTH MANAGEMENT, LLC 2025 Q4
28 Jan 2026, 21:26:57 UTC WT Asset Management Ltd 2025 Q4
29 Jan 2026, 12:36:31 UTC Sanctuary Advisors, LLC 2025 Q4
03 Feb 2026, 10:16:28 UTC Premier Fund Managers Ltd 2025 Q4
29 Jan 2026, 13:55:22 UTC Inscription Capital, LLC 2025 Q4
29 Jan 2026, 12:53:25 UTC VIEWPOINT INVESTMENT PARTNERS CORP 2025 Q4
29 Jan 2026, 15:09:14 UTC Atlas Venture Advisors, Inc. 2025 Q4
29 Jan 2026, 17:04:31 UTC HOWARD WEALTH MANAGEMENT, LLC 2025 Q4
29 Jan 2026, 08:35:48 UTC Global Strategic Investment Solutions, LLC 2025 Q4
29 Jan 2026, 13:37:21 UTC Dougherty Wealth Advisers LLC 2025 Q4
29 Jan 2026, 10:18:49 UTC Impax Asset Management Group plc 2025 Q4
29 Jan 2026, 10:46:50 UTC Facet Wealth, Inc. 2025 Q4
29 Jan 2026, 09:29:24 UTC Pinion Investment Advisors, LLC 2025 Q4
29 Jan 2026, 10:43:20 UTC LFA - Lugano Financial Advisors SA 2025 Q4
29 Jan 2026, 16:41:55 UTC Farmers & Merchants Trust Co of Long Beach 2025 Q4
29 Jan 2026, 08:47:58 UTC Wealth Alliance Advisory Group, LLC 2025 Q4
28 Jan 2026, 21:43:14 UTC ODonnell Financial Services, LLC 2025 Q4
29 Jan 2026, 14:23:03 UTC Verdence Capital Advisors LLC 2025 Q4
29 Jan 2026, 12:14:03 UTC Brickley Wealth Management 2025 Q4
29 Jan 2026, 09:05:51 UTC Warren Street Wealth Advisors, LLC 2025 Q4
29 Jan 2026, 13:39:51 UTC Beirne Wealth Consulting Services, LLC 2025 Q4
03 Feb 2026, 06:40:12 UTC Cryder Capital Partners LLP 2025 Q4
03 Feb 2026, 11:21:00 UTC Price Capital Management, Inc. 2025 Q4
03 Feb 2026, 13:53:11 UTC Koshinski Asset Management, Inc. 2025 Q4
29 Jan 2026, 14:32:42 UTC SIMON QUICK ADVISORS, LLC 2025 Q4
03 Feb 2026, 09:23:29 UTC RFG Advisory, LLC 2025 Q4
28 Jan 2026, 21:49:31 UTC Almanack Investment Partners, LLC. 2025 Q4
03 Feb 2026, 10:24:39 UTC Credit Capital Investments LLC 2025 Q4
29 Jan 2026, 14:19:41 UTC Matisse Capital 2025 Q4
28 Jan 2026, 21:26:32 UTC Ariose Capital Management Ltd 2025 Q4
29 Jan 2026, 17:13:34 UTC Index Fund Advisors, Inc. 2025 Q4
29 Jan 2026, 08:28:15 UTC Klingman & Associates, LLC 2025 Q4
03 Feb 2026, 16:41:26 UTC MAGNOLIA GROUP, LLC 2025 Q4
02 Feb 2026, 20:59:44 UTC BML Capital Management, LLC 2025 Q4
06 Feb 2026, 10:32:24 UTC PSP Research LLC 2025 Q4
06 Feb 2026, 10:32:14 UTC TPG Financial Advisors, LLC 2025 Q4
29 Jan 2026, 10:51:23 UTC KESTRA PRIVATE WEALTH SERVICES, LLC 2025 Q4
06 Feb 2026, 10:29:52 UTC NORTHBRIDGE FINANCIAL GROUP, LLC 2025 Q4
29 Jan 2026, 12:24:27 UTC McGowan Group Asset Management, Inc. 2025 Q4
03 Feb 2026, 11:05:43 UTC Lumbard & Kellner, LLC 2025 Q4
03 Feb 2026, 14:06:50 UTC Anfield Capital Management, LLC 2025 Q4
29 Jan 2026, 11:26:59 UTC University of Maryland Foundation, Inc. 2025 Q4
28 Jan 2026, 21:40:43 UTC Compass Ion Advisors, LLC 2025 Q4
03 Feb 2026, 10:14:22 UTC Sequoia Financial Advisors, LLC 2025 Q4
29 Jan 2026, 09:47:39 UTC Porter White Investment Advisors, Inc. 2025 Q4
03 Feb 2026, 16:05:03 UTC Exor N.V. 2025 Q4
03 Feb 2026, 11:51:10 UTC Winch Advisory Services, LLC 2025 Q4
03 Feb 2026, 16:14:15 UTC Wildcat Capital Management, LLC 2025 Q4
03 Feb 2026, 17:19:36 UTC Northern Capital Management, Inc. 2025 Q4
02 Feb 2026, 20:29:16 UTC Alpha Cubed Investments, LLC 2025 Q4
29 Jan 2026, 12:57:42 UTC UBS Group AG 2025 Q4
03 Feb 2026, 11:05:32 UTC CORDA Investment Management, LLC. 2025 Q4
03 Feb 2026, 09:19:00 UTC Smith & Howard Wealth Management, LLC 2025 Q4
03 Feb 2026, 16:32:34 UTC Crossmark Global Holdings, Inc. 2025 Q4