Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
30 Jan 2026, 14:53:53 UTC Trust Co of Tennessee 2025 Q4
05 Feb 2026, 12:06:09 UTC IMG Wealth Management, Inc. 2025 Q4
26 Jan 2026, 16:04:20 UTC WHITTIER TRUST CO OF NEVADA INC 2025 Q4
05 Feb 2026, 12:02:16 UTC LITTLEJOHN FINANCIAL SERVICES, INC. 2025 Q4
30 Jan 2026, 12:28:24 UTC American Capital Advisory, LLC 2025 Q4
05 Feb 2026, 10:57:17 UTC Lynx Investment Advisory 2025 Q4
30 Jan 2026, 13:29:08 UTC Wealth Forward, LLC 2025 Q4
26 Jan 2026, 13:53:25 UTC WBH ADVISORY INC 2025 Q4
30 Jan 2026, 16:17:30 UTC SECURED RETIREMENT ADVISORS, LLC 2025 Q4
05 Feb 2026, 12:57:42 UTC Everstar Asset Management, LLC 2025 Q4
30 Jan 2026, 14:51:18 UTC GC Wealth Management RIA, LLC 2025 Q4
05 Feb 2026, 12:56:51 UTC Spear Holdings RSC Ltd 2025 Q4
05 Feb 2026, 14:57:51 UTC Passumpsic Savings Bank 2025 Q4
30 Jan 2026, 14:45:20 UTC Rachor Investment Advisory Services, LLC 2025 Q4
04 Feb 2026, 17:40:56 UTC MAINSAIL ASSET MANAGEMENT, LLC 2025 Q4
05 Feb 2026, 10:45:53 UTC BlueChip Wealth Advisors LLC 2025 Q4
30 Jan 2026, 13:54:16 UTC Turning Point Benefit Group, Inc. 2025 Q4
05 Feb 2026, 11:16:18 UTC WHI TRUST Co LLC 2025 Q4
05 Feb 2026, 12:42:36 UTC PBCay One RSC Ltd 2025 Q4
29 Jan 2026, 17:33:15 UTC Glenorchy Capital Ltd 2025 Q4
30 Jan 2026, 08:58:28 UTC Vivid Wealth Management, LLC 2025 Q4
05 Feb 2026, 12:00:06 UTC Schulz Wealth, LTD. 2025 Q4
05 Feb 2026, 17:19:20 UTC Duncan Williams Asset Management, LLC 2025 Q4
30 Jan 2026, 11:38:33 UTC Valued Wealth Advisors LLC 2025 Q4
04 Feb 2026, 17:37:13 UTC GR FINANCIAL GROUP, LLC 2025 Q4
04 Feb 2026, 20:19:37 UTC Edge Financial Advisors LLC 2024 Q2
30 Jan 2026, 08:57:23 UTC Towneley Capital Management, Inc / DE 2025 Q4
05 Feb 2026, 10:27:47 UTC PRAIRIEVIEW WEALTH PARTNERS, LLC 2025 Q4
30 Jan 2026, 09:04:47 UTC BCU Wealth Advisors, LLC 2025 Q4
04 Feb 2026, 18:29:24 UTC ORBA Wealth Advisors, L.L.C. 2025 Q4
05 Feb 2026, 10:24:09 UTC TRUE BLUE FINANCIAL, LLC 2025 Q4
30 Jan 2026, 09:04:00 UTC United Community Bank 2025 Q4
05 Feb 2026, 10:14:18 UTC Thayer Partners, LLC / MA 2025 Q4
05 Feb 2026, 17:25:26 UTC Sequent Planning LLC 2025 Q4
29 Jan 2026, 18:25:01 UTC ROGCO, LP 2025 Q4
30 Jan 2026, 09:06:23 UTC Sound Stewardship, LLC 2025 Q4
30 Jan 2026, 09:36:06 UTC Arlington Trust Co LLC 2025 Q4
05 Feb 2026, 13:36:39 UTC Burford Brothers, Inc. 2025 Q4
05 Feb 2026, 14:57:53 UTC SAPIENT CAPITAL LLC 2025 Q4
04 Feb 2026, 18:31:23 UTC Williams & Novak, LLC 2025 Q4
05 Feb 2026, 12:31:09 UTC Financial Security Advisor, Inc. 2025 Q4
30 Jan 2026, 14:45:16 UTC Socha Financial Group, LLC 2025 Q4
05 Feb 2026, 15:36:02 UTC Canada Post Corp Registered Pension Plan 2025 Q4
30 Jan 2026, 15:30:56 UTC Trifecta Capital Advisors, LLC 2025 Q4
05 Feb 2026, 15:50:51 UTC Call To Action Foundation 2025 Q4
05 Feb 2026, 14:37:26 UTC Abacus Wealth Partners, LLC 2025 Q4
30 Jan 2026, 10:21:32 UTC Veltria Advisors Corp. 2025 Q4
05 Feb 2026, 15:24:03 UTC iA Global Asset Management Inc. 2025 Q4
29 Jan 2026, 19:38:31 UTC TCG Capital Management, LP 2025 Q4
05 Feb 2026, 11:13:03 UTC State of Wisconsin - Board of Commissioners of Public Lands 2025 Q4
05 Feb 2026, 11:29:34 UTC PANORAMIC INVESTMENT ADVISORS, LLC 2025 Q4
30 Jan 2026, 17:09:14 UTC SOFI WEALTH, LLC 2025 Q4
05 Feb 2026, 12:07:14 UTC Kapstone Financial Advisors LLC 2025 Q4
05 Feb 2026, 11:39:39 UTC Applied Finance Capital Management, LLC 2025 Q4
05 Feb 2026, 10:52:24 UTC Owen LaRue, LLC 2025 Q4
05 Feb 2026, 14:35:05 UTC STF Management LP 2025 Q4
30 Jan 2026, 09:19:43 UTC Values First Advisors, Inc. 2025 Q4
04 Feb 2026, 18:30:15 UTC Tilson Financial Group, Inc. 2025 Q4
05 Feb 2026, 14:56:57 UTC First Citizens Asset Management, Inc. 2025 Q4
05 Feb 2026, 15:02:20 UTC Atlas Wealth LLC 2025 Q4
05 Feb 2026, 12:03:44 UTC Clarendon Private LLC 2025 Q4
05 Feb 2026, 10:50:21 UTC Passive Capital Management, LLC. 2025 Q4
05 Feb 2026, 10:36:09 UTC Left Brain Wealth Management, LLC 2025 Q4
04 Feb 2026, 18:25:15 UTC Johnson & White Wealth Management, LLC 2025 Q4
05 Feb 2026, 15:15:23 UTC Investidor Profissional Gestao de Recursos Ltda. 2025 Q4
26 Jan 2026, 11:39:23 UTC SONATA CAPITAL GROUP INC 2025 Q4
04 Feb 2026, 18:34:19 UTC Cardinal Point Capital Management ULC 2025 Q4
26 Jan 2026, 10:23:06 UTC GREENWOOD CAPITAL ASSOCIATES LLC 2025 Q4
05 Feb 2026, 17:30:52 UTC bLong Financial, LLC 2025 Q4
05 Feb 2026, 13:32:33 UTC WealthPlan Investment Management, LLC 2025 Q4
26 Jan 2026, 16:00:14 UTC WHITTIER TRUST CO 2025 Q4
04 Feb 2026, 18:32:29 UTC CROSSPOINT FINANCIAL, LLC 2025 Q4
04 Feb 2026, 18:24:28 UTC Leeward Investments, LLC - MA 2025 Q4
26 Jan 2026, 16:26:49 UTC DUPONT CAPITAL MANAGEMENT CORP 2025 Q4
05 Feb 2026, 10:52:36 UTC Mason & Associates Inc 2025 Q4
04 Feb 2026, 18:25:03 UTC Granite Bay Wealth Management, LLC 2025 Q4
05 Feb 2026, 10:12:04 UTC LGT Fund Management Co Ltd. 2025 Q4
26 Jan 2026, 10:19:50 UTC NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2025 Q4
05 Feb 2026, 10:08:15 UTC LGT Group Foundation 2025 Q4
26 Jan 2026, 09:44:37 UTC Towne Trust Company, N.A 2025 Q4
05 Feb 2026, 15:34:04 UTC 626 Financial, LLC 2025 Q4
04 Feb 2026, 20:03:53 UTC Unconventional Investor, LLC 2025 Q4
26 Jan 2026, 12:58:44 UTC BAXTER BROS INC 2025 Q4
04 Feb 2026, 18:32:13 UTC Fingerlakes Wealth Management, Inc. 2025 Q4
26 Jan 2026, 17:02:40 UTC NOTTINGHAM ADVISORS, INC. 2025 Q4
05 Feb 2026, 13:36:57 UTC Cook Wealth, LLC 2025 Q4
04 Feb 2026, 18:37:07 UTC TrueWealth Financial Partners 2025 Q4
05 Feb 2026, 12:57:29 UTC 1620 INVESTMENT ADVISORS, INC. 2025 Q4
26 Jan 2026, 16:39:49 UTC LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2025 Q4
05 Feb 2026, 10:30:00 UTC Pinnacle Financial Group, LLC / IL 2025 Q4
04 Feb 2026, 18:24:08 UTC PCG Wealth Advisors, LLC 2025 Q4
04 Feb 2026, 21:05:05 UTC Wilson & Boucher Capital Management, LLC 2025 Q4
05 Feb 2026, 15:48:00 UTC FJ Investments, LLC 2025 Q4
04 Feb 2026, 18:30:27 UTC Trevian Wealth Management LLC 2025 Q4
26 Jan 2026, 09:24:41 UTC PEOPLES FINANCIAL SERVICES CORP. 2025 Q4
04 Feb 2026, 18:21:18 UTC Financial Council, LLC 2025 Q4
05 Feb 2026, 12:14:19 UTC Robert Bosch GmbH 2025 Q4
26 Jan 2026, 15:14:30 UTC Roof Eidam Maycock Peralta, LLC 2025 Q4
05 Feb 2026, 08:57:42 UTC Tejara Capital Ltd 2025 Q4
05 Feb 2026, 11:21:46 UTC Boulder Wealth Advisors, LLC 2025 Q4