Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
29 Jan 2026, 10:26:08 UTC Polaris Capital Management, LLC 2025 Q4
28 Jan 2026, 21:48:46 UTC Calamos Advisors LLC 2025 Q4
06 Feb 2026, 08:30:03 UTC PNC FINANCIAL SERVICES GROUP, INC. 2025 Q4
03 Feb 2026, 16:48:24 UTC MAKENA CAPITAL MANAGEMENT LLC 2025 Q4
03 Feb 2026, 12:09:14 UTC Fulcrum Asset Management LLP 2025 Q4
02 Feb 2026, 20:29:17 UTC Matthew 25 Management Corp 2025 Q4
29 Jan 2026, 17:29:25 UTC First National Bank of Hutchinson 2025 Q4
28 Jan 2026, 21:45:22 UTC ProVise Management Group, LLC 2025 Q4
03 Feb 2026, 13:18:00 UTC INSIGHT 2811, INC. 2025 Q4
03 Feb 2026, 13:48:34 UTC Violich Capital Management, Inc. 2025 Q4
29 Jan 2026, 14:46:23 UTC DUMONT & BLAKE INVESTMENT ADVISORS LLC 2025 Q4
03 Feb 2026, 14:21:04 UTC GRIMES & Co WEALTH MANAGEMENT, LLC 2025 Q4
03 Feb 2026, 10:30:42 UTC Maple Capital Management, Inc. 2025 Q4
03 Feb 2026, 12:10:53 UTC Canal Insurance CO 2025 Q4
03 Feb 2026, 13:42:17 UTC Pier Capital, LLC 2025 Q4
02 Feb 2026, 17:38:33 UTC Stack Financial Management, Inc 2025 Q4
03 Feb 2026, 08:36:12 UTC INDUSTRIEL ET COMMERCIAL CREDIT 2025 Q4
03 Feb 2026, 16:56:00 UTC FIDUCIARY COUNSELLING INC 2025 Q4
03 Feb 2026, 11:53:33 UTC BERNZOTT CAPITAL ADVISORS 2025 Q4
03 Feb 2026, 16:59:56 UTC FARMERS & MERCHANTS INVESTMENTS INC 2025 Q4
29 Jan 2026, 15:06:08 UTC DELTEC ASSET MANAGEMENT LLC 2025 Q4
29 Jan 2026, 08:03:07 UTC MARATHON CAPITAL MANAGEMENT 2025 Q4
03 Feb 2026, 06:15:04 UTC SPRUCEGROVE INVESTMENT MANAGEMENT LTD 2025 Q4
28 Jan 2026, 21:41:57 UTC OAKLAND FINANCIAL CORP 2025 Q4
29 Jan 2026, 16:44:32 UTC WEST BANCORPORATION INC 2025 Q4
29 Jan 2026, 14:09:00 UTC NICHOLS & PRATT ADVISERS LLP /MA 2025 Q4
29 Jan 2026, 16:09:22 UTC 1834 INVESTMENT ADVISORS CO 2025 Q4
29 Jan 2026, 13:43:31 UTC PRENTISS SMITH & CO INC 2025 Q4
29 Jan 2026, 10:27:24 UTC FIRST INTERSTATE BANK 2025 Q4
29 Jan 2026, 15:13:49 UTC SENTINEL TRUST CO LBA 2025 Q4
29 Jan 2026, 13:52:56 UTC WEBER CAPITAL MANAGEMENT LLC /ADV 2025 Q4
29 Jan 2026, 15:39:18 UTC D.A. DAVIDSON & CO. 2025 Q4
29 Jan 2026, 14:26:56 UTC MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2025 Q4
29 Jan 2026, 15:15:08 UTC SAYBROOK CAPITAL /NC 2025 Q4
29 Jan 2026, 15:54:29 UTC Nippon Life Global Investors Americas, Inc. 2025 Q4
29 Jan 2026, 16:01:00 UTC EADS & HEALD WEALTH MANAGEMENT 2025 Q4
28 Jan 2026, 21:42:34 UTC CYPRESS ASSET MANAGEMENT INC/TX 2025 Q4
28 Jan 2026, 18:25:35 UTC MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 2025 Q4
29 Jan 2026, 11:43:49 UTC COURIER CAPITAL LLC 2025 Q4
29 Jan 2026, 14:23:14 UTC LEE DANNER & BASS INC 2025 Q4
29 Jan 2026, 09:19:37 UTC PEOPLES BANK /OH 2025 Q4
29 Jan 2026, 17:24:14 UTC WASHINGTON CAPITAL MANAGEMENT, INC 2025 Q4
29 Jan 2026, 16:44:19 UTC MIDDLETON & CO INC/MA 2025 Q4
29 Jan 2026, 16:51:04 UTC COMERICA BANK 2025 Q4
29 Jan 2026, 14:26:30 UTC SPEECE THORSON CAPITAL GROUP INC 2025 Q4
28 Jan 2026, 21:44:35 UTC BENDER ROBERT & ASSOCIATES 2025 Q4
29 Jan 2026, 10:31:27 UTC STRATEGIC INVESTMENT MANAGEMENT, LLC 2025 Q4
29 Jan 2026, 11:23:46 UTC ST GERMAIN D J CO INC 2025 Q4
29 Jan 2026, 12:35:55 UTC Capital Investment Services of America, Inc. 2025 Q4
29 Jan 2026, 15:24:33 UTC JAMES INVESTMENT RESEARCH, INC. 2025 Q4
28 Jan 2026, 17:44:08 UTC NBC SECURITIES, INC. 2025 Q4
29 Jan 2026, 09:44:30 UTC INVESTMENT MANAGEMENT CORP /VA/ /ADV 2025 Q4
29 Jan 2026, 15:18:04 UTC STATE OF MICHIGAN RETIREMENT SYSTEM 2025 Q4
29 Jan 2026, 12:21:12 UTC TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2025 Q4
29 Jan 2026, 09:40:29 UTC VANGUARD GROUP INC 2025 Q4
28 Jan 2026, 21:47:27 UTC MACKAY SHIELDS LLC 2025 Q4
27 Jan 2026, 20:18:28 UTC Financial Plan, Inc. 2025 Q4
28 Jan 2026, 15:03:36 UTC Nvest Wealth Strategies, Inc. 2025 Q4
28 Jan 2026, 14:34:27 UTC Juno Financial Group LLC 2025 Q4
27 Jan 2026, 19:26:44 UTC Capelight Capital Asset Management LP 2025 Q4 - Restatement
28 Jan 2026, 10:43:59 UTC Cornerstone National Bank & Trust Co 2025 Q3
28 Jan 2026, 10:43:37 UTC Cornerstone National Bank & Trust Co 2025 Q2
28 Jan 2026, 10:43:15 UTC Cornerstone National Bank & Trust Co 2025 Q1
28 Jan 2026, 10:42:53 UTC Cornerstone National Bank & Trust Co 2024 Q4
28 Jan 2026, 10:42:26 UTC Cornerstone National Bank & Trust Co 2024 Q3
28 Jan 2026, 10:42:05 UTC Cornerstone National Bank & Trust Co 2024 Q2
28 Jan 2026, 10:41:31 UTC Cornerstone National Bank & Trust Co 2024 Q1
28 Jan 2026, 10:40:53 UTC Cornerstone National Bank & Trust Co 2023 Q4
28 Jan 2026, 10:40:32 UTC Cornerstone National Bank & Trust Co 2023 Q3
28 Jan 2026, 10:40:09 UTC Cornerstone National Bank & Trust Co 2023 Q2
28 Jan 2026, 10:39:49 UTC Cornerstone National Bank & Trust Co 2023 Q1
28 Jan 2026, 10:39:26 UTC Cornerstone National Bank & Trust Co 2022 Q4
28 Jan 2026, 10:39:00 UTC Cornerstone National Bank & Trust Co 2022 Q3
28 Jan 2026, 10:38:34 UTC Cornerstone National Bank & Trust Co 2022 Q2
28 Jan 2026, 10:38:13 UTC Cornerstone National Bank & Trust Co 2022 Q1
28 Jan 2026, 10:37:46 UTC Cornerstone National Bank & Trust Co 2021 Q4
28 Jan 2026, 10:37:12 UTC Cornerstone National Bank & Trust Co 2021 Q3
28 Jan 2026, 10:36:44 UTC Cornerstone National Bank & Trust Co 2021 Q2
28 Jan 2026, 10:36:10 UTC Cornerstone National Bank & Trust Co 2021 Q1
28 Jan 2026, 10:35:40 UTC Cornerstone National Bank & Trust Co 2020 Q4
28 Jan 2026, 10:35:09 UTC Cornerstone National Bank & Trust Co 2020 Q3
28 Jan 2026, 10:34:37 UTC Cornerstone National Bank & Trust Co 2020 Q2
28 Jan 2026, 10:34:11 UTC Cornerstone National Bank & Trust Co 2020 Q1
28 Jan 2026, 10:33:00 UTC Cornerstone National Bank & Trust Co 2019 Q4
28 Jan 2026, 15:52:39 UTC Aquamarine Financial (Cayman) Ltd 2025 Q4
28 Jan 2026, 08:29:27 UTC PMG Family Office LLC 2025 Q4
28 Jan 2026, 13:54:33 UTC Aureum Wealth Management, LLC 2025 Q4
28 Jan 2026, 13:46:15 UTC ICG Advisors, LLC 2025 Q4
28 Jan 2026, 09:53:42 UTC Momentum Wealth Planning, LLC 2025 Q4
27 Jan 2026, 21:16:42 UTC Franchise GP Ltd 2025 Q4
28 Jan 2026, 17:26:54 UTC Wealth Science Advisors LLC 2025 Q4
28 Jan 2026, 06:02:14 UTC Laurore Ltd 2025 Q4
28 Jan 2026, 11:12:16 UTC StoryOne LLC 2025 Q4
28 Jan 2026, 13:49:05 UTC CAMBRIDGE CAPITAL MANAGEMENT, LLC 2025 Q4
28 Jan 2026, 11:18:31 UTC LETSON INVESTMENT MANAGEMENT, INC. 2025 Q4
28 Jan 2026, 09:00:33 UTC Walleye Partners, LLC 2025 Q4
28 Jan 2026, 16:32:10 UTC WPG Advisers, LLC 2025 Q4
28 Jan 2026, 08:50:21 UTC CALIBER WEALTH MANAGEMENT, LLC / KS 2025 Q4
28 Jan 2026, 15:17:32 UTC Nicholson Meyer Capital Management, Inc. 2025 Q4
28 Jan 2026, 08:14:46 UTC Global Trust Wealth Management LLC 2025 Q4