Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
28 Jan 2026, 13:18:11 UTC Bull Street Advisors, LLC 2025 Q4
28 Jan 2026, 10:42:39 UTC Rothschild & Co Wealth Management UK Ltd 2025 Q4
27 Jan 2026, 17:50:56 UTC Leelyn Smith, LLC 2025 Q4
28 Jan 2026, 13:05:28 UTC Joseph P. Lucia & Associates, LLC 2025 Q4
28 Jan 2026, 13:00:46 UTC Omega Financial Group, LLC 2025 Q4
27 Jan 2026, 17:43:11 UTC Salomon & Ludwin, LLC 2025 Q4
28 Jan 2026, 08:36:37 UTC SilverOak Wealth Management LLC 2025 Q4
28 Jan 2026, 16:04:08 UTC Geneos Wealth Management Inc. 2025 Q4
28 Jan 2026, 11:36:36 UTC Grant Street Asset Management, Inc. 2025 Q4
28 Jan 2026, 09:53:05 UTC Quaker Wealth Management, LLC 2025 Q4
27 Jan 2026, 19:47:42 UTC CROWN ADVISORS MANAGEMENT, INC. 2025 Q4
28 Jan 2026, 12:18:54 UTC G&S Capital LLC 2025 Q4
28 Jan 2026, 09:26:31 UTC Greencape Capital Pty Ltd 2025 Q4
28 Jan 2026, 09:24:07 UTC Alphinity Investment Management Pty Ltd 2025 Q4
28 Jan 2026, 10:25:32 UTC Bedel Financial Consulting, Inc. 2025 Q4
28 Jan 2026, 08:42:57 UTC Bigelow Investment Advisors, LLC 2025 Q4
28 Jan 2026, 13:50:36 UTC A&I FINANCIAL SERVICES, LLC 2025 Q4
28 Jan 2026, 08:41:09 UTC QVR LLC 2025 Q4
28 Jan 2026, 08:33:48 UTC KLP KAPITALFORVALTNING AS 2025 Q4
28 Jan 2026, 16:36:15 UTC Mountain Capital Investment Advisors Inc. 2025 Q4
28 Jan 2026, 11:02:57 UTC Israel Discount Bank of New York 2025 Q4
28 Jan 2026, 11:29:16 UTC Marietta Wealth Management, LLC 2025 Q4
27 Jan 2026, 20:54:43 UTC UG Investment Advisers Ltd. 2025 Q4
28 Jan 2026, 14:24:00 UTC WP Advisors, LLC 2025 Q4
27 Jan 2026, 18:49:18 UTC Rosenthal | Henry Capital Advisors, Inc. 2025 Q4
28 Jan 2026, 16:33:59 UTC REDW Wealth LLC 2025 Q4
28 Jan 2026, 17:06:06 UTC CABANA LLC 2025 Q4
28 Jan 2026, 13:40:43 UTC TTP Investments, Inc. 2025 Q4
28 Jan 2026, 13:17:48 UTC RJA Asset Management LLC 2025 Q4
28 Jan 2026, 10:53:42 UTC Cornerstone Advisory, LLC 2025 Q4
28 Jan 2026, 10:20:45 UTC Fiduciary Wealth Partners, LLC 2025 Q4
28 Jan 2026, 12:47:03 UTC Deane Retirement Strategies, Inc. 2025 Q4
28 Jan 2026, 17:05:25 UTC Glassman Wealth Services 2025 Q4
27 Jan 2026, 19:45:44 UTC Eliot Finkel Investment Counsel, LLC 2025 Q4
28 Jan 2026, 07:02:48 UTC FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2025 Q4
28 Jan 2026, 16:47:16 UTC Paradice Investment Management LLC 2025 Q4
28 Jan 2026, 15:12:23 UTC One River Asset Management, LLC 2025 Q4
28 Jan 2026, 11:25:49 UTC Caprock Group, LLC 2025 Q4
28 Jan 2026, 13:06:54 UTC Cranbrook Wealth Management, LLC 2025 Q4
28 Jan 2026, 16:30:26 UTC Field & Main Bank 2025 Q4
28 Jan 2026, 08:32:14 UTC Columbia Asset Management 2025 Q4
28 Jan 2026, 10:40:46 UTC Rather & Kittrell, Inc. 2025 Q4
27 Jan 2026, 19:42:44 UTC Ramiah Investment Group 2025 Q4
28 Jan 2026, 16:16:27 UTC Chicago Partners Investment Group LLC 2025 Q4
28 Jan 2026, 17:03:58 UTC Arizona State Retirement System 2025 Q4
28 Jan 2026, 14:42:33 UTC Eos Management, L.P. 2025 Q4
28 Jan 2026, 17:06:45 UTC Nadler Financial Group, Inc. 2025 Q4
28 Jan 2026, 12:11:58 UTC United Asset Strategies, Inc. 2025 Q4
28 Jan 2026, 12:51:54 UTC MIO Partners, Inc. 2025 Q4
28 Jan 2026, 11:24:27 UTC Boston Trust Walden Corp 2025 Q4
28 Jan 2026, 15:21:00 UTC Sage Advisory Services, Ltd.Co. 2025 Q4
28 Jan 2026, 15:55:55 UTC DAVIS-REA LTD. 2025 Q4
28 Jan 2026, 13:58:15 UTC Deutsche Girozentrale DekaBank 2025 Q4
28 Jan 2026, 11:34:49 UTC THOMA BRAVO, L.P. 2025 Q4
28 Jan 2026, 09:51:00 UTC Ruffer LLP 2025 Q4
28 Jan 2026, 06:19:09 UTC Migdal Insurance & Financial Holdings Ltd. 2025 Q4
28 Jan 2026, 12:03:23 UTC Cabot-Wellington, LLC 2025 Q4
28 Jan 2026, 15:53:19 UTC White Pine Investment CO 2025 Q4
28 Jan 2026, 08:05:54 UTC ABSOLUTE INVESTMENT ADVISERS, LLC 2025 Q4
27 Jan 2026, 20:42:48 UTC OVERSEA-CHINESE BANKING Corp Ltd 2025 Q4
28 Jan 2026, 14:42:01 UTC ALESCO ADVISORS LLC 2025 Q4
28 Jan 2026, 16:27:06 UTC AXIS CAPITAL HOLDINGS LTD 2025 Q4
28 Jan 2026, 11:29:41 UTC KANAWHA CAPITAL MANAGEMENT LLC 2025 Q4
28 Jan 2026, 06:27:57 UTC EAGLE GLOBAL ADVISORS LLC 2025 Q4
28 Jan 2026, 12:02:47 UTC VILLERE ST DENIS J & CO LLC 2025 Q4
28 Jan 2026, 11:32:22 UTC NORTH POINT PORTFOLIO MANAGERS CORP/OH 2025 Q4
28 Jan 2026, 16:51:52 UTC WINDWARD CAPITAL MANAGEMENT CO /CA 2025 Q4
28 Jan 2026, 10:36:47 UTC Tufton Capital Management 2025 Q4
28 Jan 2026, 10:45:43 UTC AMARILLO NATIONAL BANK 2025 Q4
28 Jan 2026, 17:16:19 UTC ATWOOD & PALMER INC 2025 Q4
28 Jan 2026, 12:20:17 UTC CARNEGIE MELLON UNIVERSITY 2025 Q4
28 Jan 2026, 13:20:58 UTC ARBOR CAPITAL MANAGEMENT INC /ADV 2025 Q4
28 Jan 2026, 10:17:17 UTC CORTLAND ASSOCIATES INC/MO 2025 Q4
28 Jan 2026, 10:58:28 UTC SCHMIDT P J INVESTMENT MANAGEMENT INC 2025 Q4
28 Jan 2026, 12:16:26 UTC FISHMAN JAY A LTD/MI 2025 Q4
28 Jan 2026, 16:07:51 UTC CAPE ANN SAVINGS BANK 2025 Q4
28 Jan 2026, 14:57:57 UTC LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2025 Q4
28 Jan 2026, 16:23:06 UTC CADINHA & CO LLC 2025 Q4
03 Feb 2026, 16:30:27 UTC DENALI ADVISORS LLC 2025 Q4
28 Jan 2026, 10:54:52 UTC BARRETT & COMPANY, INC. 2025 Q4
03 Feb 2026, 09:18:07 UTC STEVENS CAPITAL MANAGEMENT LP 2025 Q4
27 Jan 2026, 20:18:30 UTC CAMPBELL CAPITAL MANAGEMENT INC 2025 Q4
28 Jan 2026, 16:30:00 UTC CITIZENS & NORTHERN CORP 2025 Q4
28 Jan 2026, 08:38:54 UTC L. Roy Papp & Associates, LLP 2025 Q4
28 Jan 2026, 08:18:31 UTC VAUGHAN & Co SECURITIES, INC. 2025 Q4
28 Jan 2026, 13:35:57 UTC TEACHER RETIREMENT SYSTEM OF TEXAS 2025 Q4
28 Jan 2026, 16:56:11 UTC ARKANSAS FINANCIAL GROUP, INC. 2025 Q4
28 Jan 2026, 17:21:04 UTC ARKANSAS FINANCIAL GROUP, INC. 2025 Q3 - Restatement
28 Jan 2026, 17:19:42 UTC ARKANSAS FINANCIAL GROUP, INC. 2025 Q2 - Restatement
28 Jan 2026, 17:18:06 UTC ARKANSAS FINANCIAL GROUP, INC. 2025 Q1 - Restatement
28 Jan 2026, 15:04:36 UTC PEREGRINE CAPITAL MANAGEMENT LLC 2025 Q4
28 Jan 2026, 16:46:42 UTC U S GLOBAL INVESTORS INC 2025 Q4
28 Jan 2026, 06:25:25 UTC BUILDER INVESTMENT GROUP INC /ADV 2025 Q4
03 Feb 2026, 10:11:01 UTC GATEWAY INVESTMENT ADVISERS LLC 2025 Q4
28 Jan 2026, 13:23:19 UTC OLD NATIONAL BANCORP /IN/ 2025 Q4
28 Jan 2026, 15:14:19 UTC TORRAY INVESTMENT PARTNERS LLC 2025 Q4
03 Feb 2026, 15:58:46 UTC CAPITAL CITY TRUST CO/FL 2025 Q4
03 Feb 2026, 16:32:54 UTC CHESAPEAKE CAPITAL CORP /IL/ 2025 Q4
03 Feb 2026, 11:35:59 UTC SCF Partners, Inc. 2025 Q4
28 Jan 2026, 09:05:42 UTC M&T BANK CORP 2025 Q4