| 07 Oct 2026, 08:42:46 UTC |
13F-HR |
Platt Investment Counsel, LLC
CIK 0001859195
|
2026 Q3
Open parsed portfolio
|
15 |
$145,301,102 |
Open SEC source
|
| 07 Oct 2026, 08:41:50 UTC |
13F-HR |
FSA Investment Group, LLC
CIK 0002051584
|
2026 Q3
Open parsed portfolio
|
42 |
$314,135,469 |
Open SEC source
|
| 07 Oct 2026, 08:40:16 UTC |
13F-HR |
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
|
2026 Q3
Open parsed portfolio
|
80 |
$105,938,024 |
Open SEC source
|
| 07 Oct 2026, 08:37:28 UTC |
13F-HR |
WINEBRENNER CAPITAL MANAGEMENT LLC
CIK 0002047728
|
2026 Q3
Open parsed portfolio
|
148 |
$155,453,194 |
Open SEC source
|
| 07 Oct 2026, 07:57:32 UTC |
13F-HR |
Bank of Finland
CIK 0001844891
|
2026 Q3
Open parsed portfolio
|
4 |
$1,380,933,727 |
Open SEC source
|
| 06 Oct 2026, 21:41:41 UTC |
13F-HR |
SeaTown Holdings Pte. Ltd.
CIK 0001512367
|
2026 Q3
Open parsed portfolio
|
0 |
$0 |
Open SEC source
|
| 06 Oct 2026, 20:38:35 UTC |
13F-HR |
Nautilus Advisors LLC
CIK 0002083253
|
2026 Q3
Open parsed portfolio
|
172 |
$165,302,755 |
Open SEC source
|
| 06 Oct 2026, 18:52:00 UTC |
13F-HR |
PartnerRe Asset Management CORP
CIK 0001301542
|
2026 Q3
Open parsed portfolio
|
3 |
$161,611,156 |
Open SEC source
|
| 06 Oct 2026, 18:47:17 UTC |
13F-HR |
GLYNN CAPITAL MANAGEMENT LLC
CIK 0000911270
|
2026 Q3
Open parsed portfolio
|
40 |
$333,988,219 |
Open SEC source
|
| 06 Oct 2026, 18:31:38 UTC |
13F-HR |
SEARCY FINANCIAL SERVICES INC /ADV
CIK 0000354923
|
2026 Q3
Open parsed portfolio
|
25 |
$279,650,769 |
Open SEC source
|
| 06 Oct 2026, 17:23:47 UTC |
13F-HR |
Two Seas Capital LP
CIK 0001823138
|
2026 Q3
Open parsed portfolio
|
34 |
$2,510,588,216 |
Open SEC source
|
| 06 Oct 2026, 17:07:30 UTC |
13F-HR |
RVW Wealth, LLC
CIK 0001756543
|
2026 Q3
Open parsed portfolio
|
185 |
$1,558,105,950 |
Open SEC source
|
| 06 Oct 2026, 16:29:07 UTC |
13F-HR |
Cambridge Financial Group, LLC
CIK 0002085256
|
2026 Q3
Open parsed portfolio
|
153 |
$317,080,053 |
Open SEC source
|
| 06 Oct 2026, 16:15:22 UTC |
13F-HR |
Private Capital Advisors, Inc.
CIK 0001350780
|
2026 Q3
Open parsed portfolio
|
77 |
$1,152,839,622 |
Open SEC source
|
| 06 Oct 2026, 15:50:01 UTC |
13F-HR |
Roth Financial Partners LLC
CIK 0001840888
|
2026 Q3
Open parsed portfolio
|
37 |
$334,730,364 |
Open SEC source
|
| 06 Oct 2026, 15:27:08 UTC |
13F-HR |
ATMOS ADVISORY, LLC
CIK 0001905162
|
2026 Q3
Open parsed portfolio
|
21 |
$187,824,443 |
Open SEC source
|
| 06 Oct 2026, 15:00:39 UTC |
13F-HR |
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
|
2026 Q3
Open parsed portfolio
|
405 |
$15,430,243,517 |
Open SEC source
|
| 06 Oct 2026, 14:57:55 UTC |
13F-HR |
MOODY NATIONAL BANK TRUST DIVISION
CIK 0001092903
|
2026 Q3
Open parsed portfolio
|
502 |
$1,210,366,368 |
Open SEC source
|
| 06 Oct 2026, 14:52:55 UTC |
13F-HR |
Bank of New Hampshire
CIK 0001870761
|
2026 Q3
Open parsed portfolio
|
527 |
$463,189,796 |
Open SEC source
|
| 06 Oct 2026, 14:42:30 UTC |
13F-HR |
Laurie J. Trustee Hall
CIK 0001388382
|
2026 Q3
Open parsed portfolio
|
98 |
$313,843,032 |
Open SEC source
|
| 06 Oct 2026, 14:06:50 UTC |
13F-HR |
Bangor Savings Bank
CIK 0001352675
|
2026 Q3
Open parsed portfolio
|
543 |
$1,313,071,854 |
Open SEC source
|
| 06 Oct 2026, 14:02:06 UTC |
13F-HR |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
CIK 0001936380
|
2026 Q3
Open parsed portfolio
|
40 |
$184,816,833 |
Open SEC source
|
| 06 Oct 2026, 13:21:50 UTC |
13F-HR |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
CIK 0002105785
|
2026 Q3
Open parsed portfolio
|
70 |
$152,653,433 |
Open SEC source
|
| 06 Oct 2026, 13:04:56 UTC |
13F-HR |
JUNCTURE WEALTH STRATEGIES, LLC
CIK 0001632866
|
2026 Q3
Open parsed portfolio
|
185 |
$390,300,906 |
Open SEC source
|
| 06 Oct 2026, 13:01:11 UTC |
13F-HR |
Mallini Complete Financial Planning LLC
CIK 0002049540
|
2026 Q3
Open parsed portfolio
|
72 |
$142,674,099 |
Open SEC source
|
| 06 Oct 2026, 12:27:28 UTC |
13F-HR |
Legacy Private Trust Co.
CIK 0001352547
|
2026 Q3
Open parsed portfolio
|
268 |
$1,810,612,822 |
Open SEC source
|
| 06 Oct 2026, 12:01:04 UTC |
13F-HR |
TETRAD CORP
CIK 0000883597
|
2026 Q3
Open parsed portfolio
|
3 |
$1,037,799,698 |
Open SEC source
|
| 06 Oct 2026, 11:57:02 UTC |
13F-HR |
Financial Symmetry Inc
CIK 0002004843
|
2026 Q3
Open parsed portfolio
|
66 |
$313,003,508 |
Open SEC source
|
| 06 Oct 2026, 11:49:34 UTC |
13F-HR |
Samson Rock Capital LLP
CIK 0001788558
|
2026 Q3
Open parsed portfolio
|
1 |
$24,760,000 |
Open SEC source
|
| 06 Oct 2026, 11:41:28 UTC |
13F-HR |
Byrne Asset Management LLC
CIK 0001911322
|
2026 Q3
Open parsed portfolio
|
623 |
$179,073,854 |
Open SEC source
|
| 06 Oct 2026, 11:28:33 UTC |
13F-HR |
Iowa State Bank
CIK 0001546967
|
2026 Q3
Open parsed portfolio
|
116 |
$591,712,382 |
Open SEC source
|
| 06 Oct 2026, 11:17:59 UTC |
13F-HR |
ABLES, IANNONE, MOORE & ASSOCIATES, INC.
CIK 0002013713
|
2026 Q3
Open parsed portfolio
|
63 |
$192,857,318 |
Open SEC source
|
| 06 Oct 2026, 11:03:36 UTC |
13F-HR |
Eleva Capital SAS
CIK 0002054496
|
2026 Q3
Open parsed portfolio
|
26 |
$113,183,524 |
Open SEC source
|
| 06 Oct 2026, 10:47:16 UTC |
13F-HR |
COLTON GROOME FINANCIAL ADVISORS, LLC
CIK 0001780330
|
2026 Q3
Open parsed portfolio
|
162 |
$426,894,169 |
Open SEC source
|
| 06 Oct 2026, 10:42:03 UTC |
13F-HR |
GoalFusion Wealth Management, LLC
CIK 0001895678
|
2026 Q3
Open parsed portfolio
|
34 |
$250,076,356 |
Open SEC source
|
| 06 Oct 2026, 10:25:17 UTC |
13F-HR |
DUDLEY & SHANLEY, INC.
CIK 0000883511
|
2026 Q3
Open parsed portfolio
|
36 |
$629,160,693 |
Open SEC source
|
| 06 Oct 2026, 10:11:07 UTC |
13F-HR/A |
PHOENIX ASSET MANAGEMENT PARTNERS Ltd
CIK 0001685660
|
2024 Q4 - New Holdings
Open parsed portfolio
|
1 |
$2,285,280 |
Open SEC source
|
| 06 Oct 2026, 10:08:14 UTC |
13F-HR/A |
PHOENIX ASSET MANAGEMENT PARTNERS Ltd
CIK 0001685660
|
2024 Q4 - Restatement
Open parsed portfolio
|
10 |
$117,441,823 |
Open SEC source
|
| 06 Oct 2026, 09:57:43 UTC |
13F-HR |
SEGRA CAPITAL MANAGEMENT, LLC
CIK 0001607512
|
2026 Q3
Open parsed portfolio
|
10 |
$495,829,998 |
Open SEC source
|
| 06 Oct 2026, 09:50:22 UTC |
13F-HR |
Paladin Partners, LLC
CIK 0002141570
|
2026 Q3
Open parsed portfolio
|
201 |
$162,478,311 |
Open SEC source
|
| 06 Oct 2026, 08:49:55 UTC |
13F-HR |
BOYUM WEALTH ARCHITECTS LLC
CIK 0002068635
|
2026 Q3
Open parsed portfolio
|
68 |
$246,014,472 |
Open SEC source
|
| 06 Oct 2026, 06:15:27 UTC |
13F-HR |
JIA INVESTMENT ALLIANCE PTE. LTD.
CIK 0001966595
|
2026 Q3
Open parsed portfolio
|
23 |
$1,161,632,942 |
Open SEC source
|
| 06 Oct 2026, 06:05:35 UTC |
13F-HR |
Stephens Group, LLC
CIK 0001427999
|
2026 Q3
Open parsed portfolio
|
4 |
$204,387,822 |
Open SEC source
|
| 05 Oct 2026, 19:57:29 UTC |
13F-HR |
Lakehouse Capital Pty Ltd
CIK 0001844830
|
2026 Q3
Open parsed portfolio
|
12 |
$114,056,000 |
Open SEC source
|
| 05 Oct 2026, 17:51:18 UTC |
13F-HR |
Central Pacific Bank - Trust Division
CIK 0002020066
|
2026 Q3
Open parsed portfolio
|
849 |
$952,002,604 |
Open SEC source
|
| 05 Oct 2026, 16:22:21 UTC |
13F-HR |
Morrissey Wealth Management, LLC
CIK 0001867057
|
2026 Q2
Open parsed portfolio
|
30 |
$158,958,186 |
Open SEC source
|
| 05 Oct 2026, 16:00:46 UTC |
13F-HR |
Olistico Wealth, LLC
CIK 0001962695
|
2026 Q3
Open parsed portfolio
|
353 |
$238,960,266 |
Open SEC source
|
| 05 Oct 2026, 15:26:30 UTC |
13F-HR |
Norman Fields, Gottscho Capital Management, LLC
CIK 0001352449
|
2026 Q3
Open parsed portfolio
|
63 |
$328,764,246 |
Open SEC source
|
| 05 Oct 2026, 14:51:36 UTC |
13F-HR |
Ballew Advisors, Inc
CIK 0001729096
|
2026 Q3
Open parsed portfolio
|
133 |
$201,282,049 |
Open SEC source
|
| 05 Oct 2026, 14:50:41 UTC |
13F-HR |
Factorial Partners, LLC
CIK 0001732687
|
2026 Q3
Open parsed portfolio
|
1 |
$75,720 |
Open SEC source
|