Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
05 Feb 2026, 16:32:58 UTC HughesLittle Investment Management Ltd. 2019 Q1
05 Feb 2026, 16:32:31 UTC HughesLittle Investment Management Ltd. 2018 Q4
05 Feb 2026, 16:31:17 UTC HughesLittle Investment Management Ltd. 2018 Q3
23 Jan 2026, 18:46:23 UTC BLB&B Advisors, LLC 2025 Q4
05 Feb 2026, 16:29:56 UTC HughesLittle Investment Management Ltd. 2018 Q2
05 Feb 2026, 16:28:44 UTC HughesLittle Investment Management Ltd. 2018 Q1
05 Feb 2026, 16:28:05 UTC HughesLittle Investment Management Ltd. 2017 Q4
05 Feb 2026, 16:27:36 UTC HughesLittle Investment Management Ltd. 2017 Q3
05 Feb 2026, 16:27:12 UTC HughesLittle Investment Management Ltd. 2017 Q2
05 Feb 2026, 16:26:44 UTC HughesLittle Investment Management Ltd. 2017 Q1
02 Feb 2026, 15:16:43 UTC TRUIST FINANCIAL CORP 2025 Q4
05 Feb 2026, 16:26:22 UTC HughesLittle Investment Management Ltd. 2016 Q4
05 Feb 2026, 16:24:56 UTC HughesLittle Investment Management Ltd. 2016 Q3
05 Feb 2026, 16:23:40 UTC HughesLittle Investment Management Ltd. 2016 Q2
05 Feb 2026, 16:22:19 UTC HughesLittle Investment Management Ltd. 2016 Q1
05 Feb 2026, 16:20:32 UTC HughesLittle Investment Management Ltd. 2015 Q4
05 Feb 2026, 16:20:11 UTC HughesLittle Investment Management Ltd. 2015 Q3
05 Feb 2026, 16:19:46 UTC HughesLittle Investment Management Ltd. 2015 Q2
05 Feb 2026, 16:19:11 UTC HughesLittle Investment Management Ltd. 2015 Q1
05 Feb 2026, 16:18:47 UTC HughesLittle Investment Management Ltd. 2014 Q4
23 Jan 2026, 18:46:38 UTC Valmark Advisers, Inc. 2025 Q4
05 Feb 2026, 16:17:36 UTC HughesLittle Investment Management Ltd. 2014 Q3
05 Feb 2026, 16:16:16 UTC HughesLittle Investment Management Ltd. 2014 Q2
05 Feb 2026, 16:14:42 UTC HughesLittle Investment Management Ltd. 2014 Q1
05 Feb 2026, 16:13:13 UTC HughesLittle Investment Management Ltd. 2013 Q4
26 Jan 2026, 13:26:44 UTC BCM ADVISORS, LLC 2025 Q4
05 Feb 2026, 08:20:24 UTC Arbejdsmarkedets Tillaegspension 2025 Q4
05 Feb 2026, 17:13:15 UTC Odyssey Capital Advisors, Inc. 2025 Q4
05 Feb 2026, 09:40:45 UTC AIHC Capital Management Ltd 2025 Q4
05 Feb 2026, 15:10:53 UTC Evergreen Wealth Partners LLC 2025 Q4
02 Feb 2026, 13:13:52 UTC CENTRAL TRUST Co 2025 Q4
05 Feb 2026, 15:37:09 UTC Millennium Capital Advisors, LLC 2025 Q4
26 Jan 2026, 10:46:55 UTC Liberty Capital Management, Inc. 2025 Q4
04 Feb 2026, 18:31:41 UTC Maxele Advisors, LLC 2025 Q4
05 Feb 2026, 16:46:47 UTC Aegis Wealth Management, Inc. 2025 Q4
04 Feb 2026, 18:24:50 UTC Berman McAleer LLC 2025 Q4
23 Jan 2026, 19:28:26 UTC Phocas Financial Corp. 2025 Q4 - Restatement
05 Feb 2026, 12:27:36 UTC Vertex Investment Solutions Co., Ltd. 2025 Q4
05 Feb 2026, 11:17:58 UTC Bedminster, LLC 2025 Q4
05 Feb 2026, 16:35:21 UTC Teton Advisors, LLC 2025 Q4
02 Feb 2026, 06:15:05 UTC FIFTH THIRD BANCORP 2025 Q4
05 Feb 2026, 11:58:27 UTC Kropog Financial Group, LLC 2025 Q4
05 Feb 2026, 15:15:53 UTC Guardian Capital, LLC 2025 Q4
05 Feb 2026, 11:02:09 UTC SUMMIT WEALTH GROUP LLC / CO 2025 Q3 - New Holdings
04 Feb 2026, 18:20:55 UTC Clarion Wealth Managment Partners, LLC 2025 Q4
03 Feb 2026, 08:19:07 UTC EQUITABLE TRUST CO 2025 Q4
30 Jan 2026, 09:01:54 UTC Boyer Financial Services, Inc. 2025 Q4
30 Jan 2026, 16:15:02 UTC Belleair Asset Management, LLC 2025 Q4
26 Jan 2026, 16:57:51 UTC PHILLIPS FINANCIAL MANAGEMENT, LLC 2025 Q4
05 Feb 2026, 12:30:46 UTC HFM Investment Advisors, LLC 2025 Q4
30 Jan 2026, 14:08:03 UTC Pacific Park Financial, Inc. 2025 Q4
29 Jan 2026, 18:14:24 UTC Ares Financial Consulting, LLC 2025 Q4
04 Feb 2026, 18:39:03 UTC Presper Financial Architects, LLC 2025 Q4
30 Jan 2026, 16:20:32 UTC China-UAE Investment Cooperation Fund, L.P. 2025 Q4 - Restatement
05 Feb 2026, 11:56:23 UTC Cauble & Harre Wealth Management, Inc. 2025 Q4
30 Jan 2026, 11:18:30 UTC Capital Developers, LLC 2025 Q4
05 Feb 2026, 14:56:34 UTC North Dakota State Investment Board 2025 Q4
30 Jan 2026, 16:04:26 UTC RCW Management, LLC 2025 Q4
30 Jan 2026, 16:00:27 UTC Cannon Capital Management, Inc. 2025 Q4
05 Feb 2026, 14:56:14 UTC HICKS CAPITAL MANAGEMENT LLC 2025 Q4
30 Jan 2026, 09:50:20 UTC KTF INVESTMENTS, LLC 2025 Q4
05 Feb 2026, 15:13:44 UTC Chancellor Financial Group WB LP 2025 Q4
05 Feb 2026, 16:01:28 UTC WGI DM, LLC 2025 Q4
04 Feb 2026, 17:31:57 UTC Pandi, LLC 2025 Q4
29 Jan 2026, 18:56:44 UTC Torren Management, LLC 2025 Q4
05 Feb 2026, 16:27:46 UTC Park Square Financial Group, LLC 2025 Q4
05 Feb 2026, 10:47:25 UTC KMT WEALTH MANAGEMENT, LLC 2025 Q4
05 Feb 2026, 12:52:23 UTC RAHLFS CAPITAL, LLC 2025 Q4
23 Jan 2026, 18:44:26 UTC SeaBridge Investment Advisors LLC 2025 Q4
05 Feb 2026, 15:04:15 UTC May Hill Capital, LLC 2025 Q4
04 Feb 2026, 18:02:16 UTC Powers Capital, LLC 2025 Q4
26 Jan 2026, 17:27:07 UTC Covenant Partners, LLC 2025 Q4
05 Feb 2026, 17:10:57 UTC Three Cord True Wealth Management, LLC 2025 Q4
05 Feb 2026, 15:28:30 UTC Aspire Growth Partners LLC 2025 Q4
05 Feb 2026, 10:42:57 UTC Terra Alpha Investments LLC 2025 Q4
30 Jan 2026, 11:16:33 UTC Caldwell Trust Co 2025 Q4
30 Jan 2026, 13:50:30 UTC Kondo Wealth Advisors, Inc. 2025 Q4
04 Feb 2026, 20:53:01 UTC Bradyco, Inc. 2025 Q4
30 Jan 2026, 16:55:45 UTC Safe Harbor Family Capital, LLC 2025 Q4
05 Feb 2026, 09:42:22 UTC DAHRING | CUSMANO LLC 2025 Q4
30 Jan 2026, 12:08:08 UTC Woodside Wealth Management LLC 2025 Q4
30 Jan 2026, 09:03:11 UTC Seek First Inc. 2025 Q4
04 Feb 2026, 18:23:35 UTC Flavin Financial Services, Inc. 2025 Q4
04 Feb 2026, 18:30:39 UTC Yardley Wealth Management LLC 2025 Q4
30 Jan 2026, 08:58:48 UTC Axis Wealth Partners, LLC 2025 Q4
30 Jan 2026, 09:53:36 UTC ARRIEN INVESTMENTS, INC. 2025 Q4
30 Jan 2026, 12:19:40 UTC Four Tree Island Advisory LLC 2025 Q4
05 Feb 2026, 14:52:09 UTC Elyxium Wealth, LLC 2025 Q4
30 Jan 2026, 10:53:12 UTC Hingham Institution for Savings 2025 Q4 - Restatement
26 Jan 2026, 14:05:50 UTC PRIVATE TRUST CO NA 2025 Q4
30 Jan 2026, 12:19:33 UTC Kiker Wealth Management, LLC 2025 Q4
30 Jan 2026, 12:48:02 UTC PURE PORTFOLIOS HOLDINGS LLC 2025 Q4
30 Jan 2026, 13:48:21 UTC Dale Q Rice Investment Management Ltd 2025 Q4
04 Feb 2026, 18:39:28 UTC Proactive Wealth Strategies LLC 2025 Q4
04 Feb 2026, 21:21:38 UTC WIM INVESTMENT MANAGEMENT Ltd 2025 Q4
05 Feb 2026, 10:31:39 UTC Wealth Advisory Team LLC 2025 Q4
30 Jan 2026, 10:57:10 UTC Carrera Capital Advisors 2025 Q4
05 Feb 2026, 09:17:27 UTC Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2025 Q4
30 Jan 2026, 14:57:20 UTC Wealth High Governance Capital Ltda 2025 Q4
05 Feb 2026, 10:34:57 UTC Blue Water Asset Management 2025 Q4