Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
03 Feb 2026, 13:48:35 UTC JLB & ASSOCIATES INC 2025 Q4
03 Feb 2026, 10:12:05 UTC SIGMA INVESTMENT COUNSELORS INC 2025 Q4
03 Feb 2026, 14:25:59 UTC VAN STRUM & TOWNE INC. 2025 Q4
03 Feb 2026, 14:41:44 UTC BAKER BOYER NATIONAL BANK 2025 Q4
03 Feb 2026, 15:43:04 UTC LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2025 Q4
03 Feb 2026, 09:40:16 UTC TOTAL INVESTMENT MANAGEMENT INC 2025 Q4
27 Jan 2026, 14:09:26 UTC Benchmark Financial, LLC 2025 Q4
27 Jan 2026, 13:56:53 UTC Emissary Wealth LLC 2025 Q4
27 Jan 2026, 13:50:51 UTC Arnold Financial Planning LLC 2025 Q4
27 Jan 2026, 16:17:40 UTC Breachway Investments LLC 2025 Q4
27 Jan 2026, 14:58:07 UTC 55 North Private Wealth, LLC 2025 Q4
27 Jan 2026, 16:18:24 UTC TICINO WEALTH 2025 Q4
27 Jan 2026, 09:19:21 UTC Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2025 Q4
27 Jan 2026, 16:04:19 UTC Jones Kertz & Associates, Inc. 2025 Q4
27 Jan 2026, 15:57:54 UTC Finivi Inc. 2025 Q4
03 Feb 2026, 15:54:49 UTC Carlson Capital, L.P. 2025 Q4
27 Jan 2026, 14:20:12 UTC Portus Wealth Advisors, LLC 2025 Q4
27 Jan 2026, 16:07:46 UTC Michael Brady & Co., LLC 2025 Q4
27 Jan 2026, 12:59:46 UTC TRED AVON FAMILY WEALTH, LLC 2025 Q4
27 Jan 2026, 13:57:20 UTC Fundamenta Capital S.A. 2025 Q4
03 Feb 2026, 10:11:29 UTC PRAXIS INVESTMENT MANAGEMENT INC 2025 Q4
27 Jan 2026, 12:42:27 UTC HighRoad Wealth Advisors, LLC 2025 Q4
27 Jan 2026, 16:04:49 UTC BLVD Private Wealth, LLC 2025 Q4
27 Jan 2026, 08:26:31 UTC MASTERINVEST Kapitalanlage GmbH 2025 Q4
03 Feb 2026, 16:00:34 UTC PATTEN & PATTEN INC/TN 2025 Q4
27 Jan 2026, 09:30:53 UTC Wealth Enhancement Trust Services, Inc. 2025 Q4
27 Jan 2026, 08:50:00 UTC Bosman Wealth Management, LLC 2025 Q4
27 Jan 2026, 08:56:48 UTC Fortitude Financial, LLC 2025 Q4
27 Jan 2026, 14:47:28 UTC Genoa Capital Gestora de Recursos Ltda. 2025 Q4
26 Jan 2026, 18:14:35 UTC Stillwater Wealth Management Group 2025 Q4
27 Jan 2026, 14:28:45 UTC Phil A. Younker & Associates, Ltd. 2025 Q4
27 Jan 2026, 12:41:52 UTC Clark Asset Management, LLC 2025 Q4
27 Jan 2026, 17:04:21 UTC DSG Capital Advisors, LLC 2025 Q4
27 Jan 2026, 11:05:42 UTC TFR Capital, LLC. 2025 Q4
27 Jan 2026, 16:29:10 UTC Warm Springs Advisors Inc. 2025 Q4
26 Jan 2026, 19:35:09 UTC GF FUND MANAGEMENT CO. LTD. 2025 Q4
27 Jan 2026, 08:24:40 UTC TME FINANCIAL, INC. 2025 Q4
27 Jan 2026, 12:12:24 UTC Holcombe Financial, Inc. 2025 Q4
27 Jan 2026, 16:25:09 UTC Morey & Quinn Wealth Partners, LLC 2025 Q4
02 Feb 2026, 17:37:34 UTC ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2025 Q4
27 Jan 2026, 16:54:56 UTC Antonelli Financial Advisors, LLC 2025 Q4
27 Jan 2026, 16:28:27 UTC PRAKASH INVESTMENT ADVISORS LLC 2025 Q4
03 Feb 2026, 10:16:07 UTC CABOT WEALTH MANAGEMENT INC 2025 Q4
27 Jan 2026, 14:31:09 UTC Fiscal Wisdom Wealth Management, LLC 2025 Q4
27 Jan 2026, 16:26:29 UTC BENNINGFIELD FINANCIAL ADVISORS, LLC 2025 Q4
26 Jan 2026, 21:19:08 UTC Ring Mountain Capital, LLC 2025 Q4
27 Jan 2026, 13:44:42 UTC Prasad Wealth Partners, LLC 2025 Q4
03 Feb 2026, 16:39:12 UTC FINANCIAL COUNSELORS INC 2025 Q4
03 Feb 2026, 11:51:13 UTC Olstein Capital Management, L.P. 2025 Q4
27 Jan 2026, 11:06:18 UTC Bayforest Capital Ltd 2025 Q4
03 Feb 2026, 08:18:21 UTC Swedbank AB 2025 Q4
27 Jan 2026, 13:03:36 UTC BankPlus Trust Department 2025 Q4
27 Jan 2026, 13:47:52 UTC FIDUCIARY ADVISORS, INC. 2025 Q4
03 Feb 2026, 17:04:03 UTC KESTREL INVESTMENT MANAGEMENT CORP 2025 Q4
27 Jan 2026, 12:37:09 UTC Oriental Harbor Investment Master Fund 2025 Q4
03 Feb 2026, 15:16:05 UTC CONNABLE OFFICE INC 2025 Q4
27 Jan 2026, 16:58:20 UTC Keystone Financial Services, LLC 2025 Q4
27 Jan 2026, 08:28:48 UTC ZEGA Investments, LLC 2025 Q4
03 Feb 2026, 14:36:27 UTC YACKTMAN ASSET MANAGEMENT LP 2025 Q4
27 Jan 2026, 12:42:32 UTC Cannon Wealth Management Services, LLC 2025 Q4
03 Feb 2026, 12:35:02 UTC FSB PREMIER WEALTH MANAGEMENT, INC. 2025 Q4
03 Feb 2026, 17:30:19 UTC AMERICAN ASSETS INC 2025 Q4
27 Jan 2026, 08:48:13 UTC 5T Wealth, LLC 2025 Q4
03 Feb 2026, 15:28:16 UTC WESBANCO BANK INC 2025 Q4
27 Jan 2026, 12:08:04 UTC HAMILTON CAPITAL PARTNERS, LLC 2025 Q4
27 Jan 2026, 13:23:18 UTC KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2025 Q4
03 Feb 2026, 09:35:31 UTC NAVELLIER & ASSOCIATES INC 2025 Q4
27 Jan 2026, 11:12:58 UTC Summit Wealth Partners, LLC 2025 Q4
27 Jan 2026, 10:51:45 UTC VESTIA PERSONAL WEALTH ADVISORS 2025 Q4
03 Feb 2026, 14:43:26 UTC SECURITY BENEFIT LIFE INSURANCE CO /KS/ 2025 Q4
27 Jan 2026, 14:12:14 UTC Mills Wealth Advisors LLC 2025 Q4
03 Feb 2026, 10:17:19 UTC ECLECTIC ASSOCIATES INC /ADV 2025 Q4
02 Feb 2026, 18:37:22 UTC Tweedy, Browne Co LLC 2025 Q4
27 Jan 2026, 08:44:31 UTC Global Financial Private Client, LLC 2025 Q4
02 Feb 2026, 19:19:32 UTC WULFF, HANSEN & CO. 2025 Q4
27 Jan 2026, 10:45:05 UTC TRAPHAGEN INVESTMENT ADVISORS LLC 2025 Q4
27 Jan 2026, 09:55:20 UTC SEEDS INVESTOR LLC 2025 Q4
27 Jan 2026, 12:47:33 UTC Joel Adams & Associates, Inc. 2025 Q4
27 Jan 2026, 16:21:29 UTC Davies Financial Advisors, Inc. 2025 Q4
27 Jan 2026, 16:27:53 UTC WealthCollab, LLC 2025 Q4
27 Jan 2026, 14:03:02 UTC Chaney Capital Management, Inc. 2025 Q4
27 Jan 2026, 16:22:43 UTC Silver Coast Investments LLC 2025 Q4
27 Jan 2026, 15:59:07 UTC Able Wealth Management LLC 2025 Q4
27 Jan 2026, 13:07:17 UTC ELEVATE WEALTH ADVISORY, INC 2025 Q4
27 Jan 2026, 09:37:31 UTC Atlantic Edge Private Wealth Management, LLC 2025 Q4
27 Jan 2026, 17:12:29 UTC OV Management LLC 2025 Q4
27 Jan 2026, 11:23:52 UTC Farrow Financial, Inc. 2025 Q4
27 Jan 2026, 16:32:47 UTC Grunden Financial Advisory, Inc. 2025 Q4
27 Jan 2026, 08:55:43 UTC VCI Wealth Management LLC 2025 Q4
27 Jan 2026, 16:00:39 UTC MontVue Capital Management, Inc. 2025 Q4
27 Jan 2026, 12:22:28 UTC Stephenson & Company, Inc. 2025 Q4
27 Jan 2026, 13:32:20 UTC TD Waterhouse Canada Inc. 2025 Q4
27 Jan 2026, 10:44:13 UTC LECAP ASSET MANAGEMENT LTD 2025 Q4
27 Jan 2026, 11:52:42 UTC Arcataur Capital Management LLC 2025 Q4
26 Jan 2026, 17:44:52 UTC Werba Rubin Papier Wealth Management 2025 Q4
27 Jan 2026, 06:32:23 UTC Foundation Wealth Management, LLC 2025 Q4
27 Jan 2026, 11:18:39 UTC Investments SAS Graphene 2025 Q4
27 Jan 2026, 12:14:29 UTC Beacon Bridge Wealth Partners, LLC 2025 Q4
27 Jan 2026, 16:19:44 UTC STEVENS CAPITAL PARTNERS 2025 Q4
03 Feb 2026, 09:49:06 UTC BANK OF AMERICA CORP /DE/ 2025 Q3 - Restatement