Latest 13F Portfolio Filings

Since 01 Oct 2025

Filing Time Investor Period
23 Oct 2025, 09:27:28 Harfst & Associates, Inc. 2025 Q3
23 Oct 2025, 09:20:33 Realta Investment Advisors 2025 Q3
23 Oct 2025, 09:19:01 Moran Wealth Management, LLC 2025 Q3
23 Oct 2025, 09:15:58 Motiv8 Investments LLC 2025 Q3
23 Oct 2025, 09:14:02 Etesian Wealth Advisors, Inc. 2025 Q3
23 Oct 2025, 09:10:28 Seneca Financial Advisors LLC 2025 Q3
23 Oct 2025, 09:09:47 WMG Financial Advisors, LLC 2025 Q3
23 Oct 2025, 09:08:27 FinDec Wealth Services, Inc. 2025 Q3
23 Oct 2025, 09:02:05 Bridgewealth Advisory Group, LLC 2025 Q3
23 Oct 2025, 09:00:28 Asset Advisors Investment Management, LLC 2025 Q3
23 Oct 2025, 09:00:04 Kellogg W K Foundation Trust 2025 Q3
23 Oct 2025, 09:00:03 True Wind Capital Management, L.P. 2025 Q3
23 Oct 2025, 08:26:21 Whitegate Investment Counselors, Inc. 2025 Q3
23 Oct 2025, 08:06:27 JTC Employer Solutions Trustee Ltd 2025 Q3
23 Oct 2025, 06:34:16 Klp Kapitalforvaltning As 2025 Q3
23 Oct 2025, 06:31:52 E Fund Management (Hong Kong) Co., Ltd. 2025 Q3
23 Oct 2025, 06:02:28 Securian Asset Management, Inc 2025 Q3
22 Oct 2025, 19:26:39 Integral Investment Advisors, Inc. 2025 Q3
22 Oct 2025, 19:14:51 Sivik Global Healthcare LLC 2025 Q3
22 Oct 2025, 18:10:38 McCarthy Asset Management, Inc. 2025 Q3
22 Oct 2025, 17:34:52 Anb Bank 2025 Q3
22 Oct 2025, 17:27:04 APS Management Group, Inc. 2025 Q3
22 Oct 2025, 17:25:57 New Century Financial Group, LLC 2025 Q3
22 Oct 2025, 17:24:07 Sather Financial Group Inc 2025 Q3
22 Oct 2025, 17:16:45 Kelly Financial Group Llc 2025 Q3
22 Oct 2025, 17:10:04 Sentry LLC 2025 Q3
22 Oct 2025, 17:01:31 Shaker Financial Services, LLC 2025 Q3
22 Oct 2025, 16:59:11 Avalon Capital Management 2025 Q3
22 Oct 2025, 16:57:22 Dsm Capital Partners Llc 2025 Q3
22 Oct 2025, 16:53:17 O'Brien Wealth Partners LLC 2025 Q3
22 Oct 2025, 16:51:08 Investment Advisory Services Inc /Tx /Adv 2025 Q3
22 Oct 2025, 16:48:27 Adams Natural Resources Fund, Inc. 2025 Q3
22 Oct 2025, 16:46:37 Adams Diversified Equity Fund, Inc. 2025 Q3
22 Oct 2025, 16:42:20 Absher Wealth Management, Llc 2025 Q3
22 Oct 2025, 16:36:07 P/E Global LLC 2025 Q3
22 Oct 2025, 16:25:56 Pachira Investments Inc. 2025 Q3
22 Oct 2025, 16:17:21 WP Advisors, LLC 2025 Q3
22 Oct 2025, 16:13:08 Index Fund Advisors, Inc. 2025 Q3
22 Oct 2025, 16:12:16 Penbrook Management LLC 2025 Q3
22 Oct 2025, 16:12:09 MassMutual Private Wealth & Trust, FSB 2025 Q3
22 Oct 2025, 16:10:06 Cerity Partners LLC 2025 Q3
22 Oct 2025, 16:09:11 First Merchants Corp 2025 Q3
22 Oct 2025, 16:08:06 New Perspectives, Inc 2025 Q3
22 Oct 2025, 16:06:38 Crews Bank & Trust 2025 Q3
22 Oct 2025, 16:06:10 Tru Independence Asset Management 2, Llc 2025 Q3
22 Oct 2025, 16:04:11 Vaughan Nelson Investment Management, L.P. 2025 Q3
22 Oct 2025, 16:01:29 Galvin, Gaustad & Stein, LLC 2025 Q3
22 Oct 2025, 16:00:46 Riverview Trust Co 2025 Q3
22 Oct 2025, 16:00:25 Sparta 24 Ltd. 2025 Q3
22 Oct 2025, 15:59:43 Cardinal Strategic Wealth Guidance 2025 Q3
22 Oct 2025, 15:54:12 Ackerman Capital Advisors, LLC 2025 Q3
22 Oct 2025, 15:47:52 New England Capital Financial Advisors LLC 2025 Q3
22 Oct 2025, 15:42:14 McIlrath & Eck, LLC 2025 Q3
22 Oct 2025, 15:39:57 PhiloSmith Capital Corp 2025 Q3
22 Oct 2025, 15:38:01 Gunderson Capital Management Inc. 2025 Q3
22 Oct 2025, 15:36:33 Barry Investment Advisors, LLC 2025 Q3
22 Oct 2025, 15:30:31 Wilson & Boucher Capital Management, LLC 2025 Q3
22 Oct 2025, 15:24:02 Compass Planning Associates Inc 2025 Q3
22 Oct 2025, 15:24:01 NDVR, Inc. 2025 Q3
22 Oct 2025, 15:21:54 Mccarter Private Wealth Services Llc 2025 Q3
22 Oct 2025, 15:21:38 Mizuho Securities Usa Llc 2025 Q3
22 Oct 2025, 15:20:18 Ironwood Financial, llc 2025 Q3
22 Oct 2025, 15:19:37 SeaBridge Investment Advisors LLC 2025 Q3
22 Oct 2025, 15:19:14 Rheos Capital Works Inc. 2025 Q3
22 Oct 2025, 15:18:52 Washington Growth Strategies Llc 2025 Q3
22 Oct 2025, 15:18:35 Tribridge Partners Financial LLC 2025 Q3
22 Oct 2025, 15:18:18 CoreCap Advisors, LLC 2025 Q3
22 Oct 2025, 15:18:13 Grandview Asset Management LLC 2025 Q3
22 Oct 2025, 15:17:53 Cordatus Wealth Management LLC 2025 Q3
22 Oct 2025, 15:17:18 Code Waechter LLC 2025 Q3
22 Oct 2025, 15:17:14 North Star Investment Management Corp. 2025 Q3
22 Oct 2025, 15:16:54 Bernardo Wealth Planning LLC 2025 Q3
22 Oct 2025, 15:16:16 BCS Wealth Management 2025 Q3
22 Oct 2025, 15:15:30 Abundance Wealth Counselors 2025 Q3
22 Oct 2025, 15:14:46 OneAscent Financial Services LLC 2025 Q3
22 Oct 2025, 15:12:39 Cottonwood Capital Advisors, Llc 2025 Q3
22 Oct 2025, 15:12:38 Kathmere Capital Management, LLC 2025 Q3
22 Oct 2025, 15:12:36 Twelve Points Wealth Management LLC 2025 Q3
22 Oct 2025, 15:12:35 Verger Capital Management LLC 2025 Q3
22 Oct 2025, 15:10:42 Beach Point Capital Management LP 2025 Q3
22 Oct 2025, 15:08:25 RFG - Bristol Wealth Advisors, LLC 2025 Q3
22 Oct 2025, 15:06:54 Tilson Financial Group, Inc. 2025 Q3
22 Oct 2025, 15:06:39 San Luis Wealth Advisors LLC 2025 Q3
22 Oct 2025, 15:05:54 Capital Planning LLC 2025 Q3
22 Oct 2025, 15:04:25 Louisiana State Employees Retirement System 2025 Q3
22 Oct 2025, 15:02:24 NORTHSTAR ASSET MANAGEMENT Co LLC 2025 Q3
22 Oct 2025, 14:59:34 Stuart Chaussee & Associates, Inc. 2025 Q3
22 Oct 2025, 14:56:56 Yoder Wealth Management, Inc. 2025 Q3
22 Oct 2025, 14:54:36 Corbyn Investment Management Inc/Md 2025 Q3
22 Oct 2025, 14:53:07 Paradigm, Strategies in Wealth Management, LLC 2025 Q3
22 Oct 2025, 14:51:50 Nottingham Advisors, Inc. 2025 Q3
22 Oct 2025, 14:51:31 RedJay Asset Management Inc. 2025 Q3
22 Oct 2025, 14:50:07 Cigna Investments Inc /New 2025 Q3
22 Oct 2025, 14:47:31 Augustine Asset Management Inc 2025 Q3
22 Oct 2025, 14:46:32 Milestone Asset Management Group, LLC 2025 Q3
22 Oct 2025, 14:46:29 Hennion & Walsh Asset Management, Inc. 2025 Q3
22 Oct 2025, 14:38:42 Blue Bell Private Wealth Management, Llc 2025 Q3
22 Oct 2025, 14:28:27 Byrne Asset Management LLC 2025 Q3
22 Oct 2025, 14:26:16 Eads & Heald Wealth Management 2025 Q3
22 Oct 2025, 14:07:03 Greenleaf Trust 2025 Q3