Latest 13F Portfolio Filings

Since 01 Oct 2025

Filing Time Investor Period
28 Oct 2025, 12:53:20 Burrus Financial Services, Inc. 2025 Q3
28 Oct 2025, 12:52:58 NorthLanding Financial Partners, LLC 2025 Q3
28 Oct 2025, 12:52:33 Fischer Investment Strategies, Llc 2025 Q3
28 Oct 2025, 12:47:58 Montis Financial, LLC 2025 Q3
28 Oct 2025, 12:45:05 EULAV Asset Management 2025 Q3
28 Oct 2025, 12:44:32 BFI Infinity Ltd. 2025 Q3
28 Oct 2025, 12:43:02 Ritholtz Wealth Management 2025 Q3
28 Oct 2025, 12:42:49 TKG Advisors, LLC 2025 Q3
28 Oct 2025, 12:42:26 EdgeRock Capital LLC 2025 Q3
28 Oct 2025, 12:41:49 Nwam Llc 2025 Q3
28 Oct 2025, 12:41:19 Wheelhouse Advisory Group LLC 2025 Q3
28 Oct 2025, 12:35:24 Private Harbour Investment Management & Counsel, LLC 2025 Q3
28 Oct 2025, 12:33:42 Wolverine Asset Management Llc 2025 Q3
28 Oct 2025, 12:33:04 JNBA Financial Advisors 2025 Q3
28 Oct 2025, 12:27:17 Live Oak Investment Partners 2025 Q3
28 Oct 2025, 12:27:06 Ariston Services Group 2025 Q3
28 Oct 2025, 12:21:18 Family CFO Inc 2025 Q3
28 Oct 2025, 12:18:13 Cairn Investment Group, Inc. 2025 Q3
28 Oct 2025, 12:11:15 Cannon Global Investment Management, LLC 2025 Q3
28 Oct 2025, 12:05:49 Fiduciary Wealth Partners, LLC 2025 Q3
28 Oct 2025, 11:58:03 Peoples Bank /Oh 2025 Q3
28 Oct 2025, 11:55:52 First National Bank & Trust Co Of Newtown 2025 Q3
28 Oct 2025, 11:53:27 Focused Investors LLC 2025 Q3
28 Oct 2025, 11:52:06 Alliance Wealth Management Group 2025 Q3
28 Oct 2025, 11:49:23 Country Trust Bank 2025 Q3
28 Oct 2025, 11:41:50 Davis Rea Ltd. 2025 Q3
28 Oct 2025, 11:41:34 American Capital Advisory, LLC 2025 Q3
28 Oct 2025, 11:34:52 Wolff Wiese Magana Llc 2025 Q3
28 Oct 2025, 11:13:07 Copperleaf Capital, LLC 2025 Q3
28 Oct 2025, 11:11:33 Washington Capital Management, Inc 2025 Q3
28 Oct 2025, 11:08:51 Dillon & Associates Inc 2025 Q3
28 Oct 2025, 11:07:21 Woodson Capital Management, LP 2025 Q3
28 Oct 2025, 11:00:41 Forbes J M & Co Llp 2025 Q3
28 Oct 2025, 10:57:16 Thames Capital Management Llc 2025 Q3
28 Oct 2025, 10:48:08 Campbell & CO Investment Adviser LLC 2025 Q3
28 Oct 2025, 10:47:19 Harbour Trust & Investment Management Co 2025 Q3
28 Oct 2025, 10:36:30 Inlight Wealth Management, LLC 2025 Q3
28 Oct 2025, 10:26:02 Jackson Hole Capital Partners, LLC 2025 Q3
28 Oct 2025, 10:23:56 Global Trust Asset Management, LLC 2025 Q3
28 Oct 2025, 10:13:17 Gilliland Jeter Wealth Management LLC 2025 Q3
28 Oct 2025, 10:09:49 TLW Wealth Management, LLC 2025 Q3
28 Oct 2025, 10:08:39 Gratus Wealth Advisors, LLC 2025 Q3
28 Oct 2025, 10:02:58 Deroy & Devereaux Private Investment Counsel Inc 2025 Q3
28 Oct 2025, 10:00:08 Kerusso Capital Management LLC 2025 Q3
28 Oct 2025, 09:54:55 Sheridan Capital Management, LLC 2025 Q3
28 Oct 2025, 09:51:29 Darrow Company, Inc. 2025 Q3
28 Oct 2025, 09:47:32 Wright Investors Service Inc 2025 Q3
28 Oct 2025, 09:47:19 PGGM Investments 2025 Q3
28 Oct 2025, 09:45:41 Running Point Capital Advisors, LLC 2025 Q3
28 Oct 2025, 09:44:44 Koa Wealth Management, LLC 2025 Q3
28 Oct 2025, 09:41:59 Boit C F David 2025 Q3
28 Oct 2025, 09:40:25 Marks Wealth, LLC 2025 Q3
28 Oct 2025, 09:38:43 BCK Partners, Inc. 2025 Q3
28 Oct 2025, 09:36:20 Cerro Pacific Wealth Advisors LLC 2025 Q3
28 Oct 2025, 09:33:51 Wilmington Savings Fund Society, FSB 2025 Q3
28 Oct 2025, 09:24:04 BXM Wealth LLC 2025 Q3
28 Oct 2025, 08:52:47 CarsonAllaria Wealth Management, Ltd. 2025 Q3
28 Oct 2025, 08:21:36 Generali Powszechne Towarzystwo Emerytalne 2025 Q3
28 Oct 2025, 08:12:17 Franchise Capital Ltd 2025 Q3
28 Oct 2025, 08:07:45 Trinity Street Asset Management LLP 2025 Q3
28 Oct 2025, 08:02:37 Fjarde Ap Fonden /Fourth Swedish National Pension Fund 2025 Q3
28 Oct 2025, 08:01:37 Blue Square Asset Management, Llc 2025 Q3
28 Oct 2025, 08:01:19 Packer & Co Ltd 2025 Q3
28 Oct 2025, 07:29:20 Eagle Global Advisors Llc 2025 Q3
28 Oct 2025, 07:27:29 Applied Capital LLC/FL 2025 Q3
28 Oct 2025, 07:25:34 Foundation Wealth Management, LLC 2025 Q3
28 Oct 2025, 06:30:31 Rakuten Securities, Inc. 2025 Q3
27 Oct 2025, 21:42:14 APEIRON CAPITAL Ltd 2025 Q3
27 Oct 2025, 21:09:41 OVERSEA-CHINESE BANKING Corp Ltd 2025 Q3
27 Oct 2025, 20:50:18 Bernzott Capital Advisors 2025 Q3
27 Oct 2025, 20:37:13 Forbes Financial Planning, Inc. 2025 Q3
27 Oct 2025, 20:32:59 Navigation Wealth Management, Inc. 2025 Q3
27 Oct 2025, 20:13:27 Japan Science & Technology Agency 2025 Q3
27 Oct 2025, 19:44:55 Quarry Hill Advisors, Llc 2025 Q3
27 Oct 2025, 19:44:27 Morey & Quinn Wealth Partners, LLC 2025 Q3
27 Oct 2025, 19:44:03 Walter Public Investments Inc. 2025 Q3
27 Oct 2025, 19:35:01 BCS Private Wealth Management, Inc. 2025 Q3
27 Oct 2025, 19:34:34 Prossimo Advisors, LLC 2025 Q3
27 Oct 2025, 19:34:08 Fonville Wealth Management LLC 2025 Q3
27 Oct 2025, 19:33:39 Elwood & Goetz Wealth Advisory Group, LLC 2025 Q3
27 Oct 2025, 19:33:12 Orin Green Financial, LLC 2025 Q3
27 Oct 2025, 19:31:06 Elevate Capital Advisors, LLC 2025 Q3
27 Oct 2025, 19:28:52 Conning Inc. 2025 Q3
27 Oct 2025, 19:11:59 Impact Capital Partners LLC 2025 Q3
27 Oct 2025, 19:11:20 Postrock Partners Llc 2025 Q3
27 Oct 2025, 19:11:01 Erickson Financial Group, LLC 2025 Q3
27 Oct 2025, 19:10:42 Octavia Wealth Advisors, LLC 2025 Q3
27 Oct 2025, 19:10:23 Sutton Place Investors Llc 2025 Q3
27 Oct 2025, 19:09:58 MBE Wealth Management, LLC 2025 Q3
27 Oct 2025, 19:09:38 Well Done, LLC 2025 Q3
27 Oct 2025, 19:09:18 Procyon Advisors, LLC 2025 Q3
27 Oct 2025, 19:08:51 ERTS Wealth Advisors, LLC 2025 Q3
27 Oct 2025, 19:08:25 Avantra Family Wealth, Inc. 2025 Q3
27 Oct 2025, 19:08:03 Sharp Financial Services, LLC 2025 Q3
27 Oct 2025, 19:07:41 Safir Wealth Advisors, LLC 2025 Q3
27 Oct 2025, 19:07:14 BostonPremier Wealth LLC 2025 Q3
27 Oct 2025, 19:06:49 Greenhouse Wealth Management, LLC 2025 Q3
27 Oct 2025, 19:06:25 Genesis Wealth Advisors, LLC 2025 Q3
27 Oct 2025, 19:06:04 First National Corp /Ma/ /Adv 2025 Q3
27 Oct 2025, 19:05:40 Silverlake Wealth Management Llc 2025 Q3