Latest 13F Portfolio Filings

Since 01 Oct 2025

Filing Time Investor Period
22 Oct 2025, 10:39:23 UTC Railway Pension Investments Ltd 2025 Q3
22 Oct 2025, 10:30:27 UTC Stanley-Laman Group, Ltd. 2025 Q3
22 Oct 2025, 10:21:45 UTC Cedar Point Capital Partners, LLC 2025 Q3
22 Oct 2025, 10:21:30 UTC Cerity Partners OCIO LLC 2025 Q3
22 Oct 2025, 10:20:18 UTC WEST PACES ADVISORS INC. 2025 Q3
22 Oct 2025, 10:18:20 UTC Ifrah Financial Services, Inc. 2025 Q3
22 Oct 2025, 10:16:43 UTC Park Place Capital Corp 2025 Q3
22 Oct 2025, 10:16:21 UTC WESPAC Advisors SoCal, LLC 2025 Q3
22 Oct 2025, 10:15:57 UTC Investment Research & Advisory Group, Inc. 2025 Q3
22 Oct 2025, 10:13:39 UTC TSP Capital Management Group, LLC 2025 Q3
22 Oct 2025, 10:11:36 UTC DBK Financial Counsel, LLC 2025 Q3
22 Oct 2025, 10:11:10 UTC Mechanics Bank Trust Department 2025 Q3
22 Oct 2025, 10:09:47 UTC SPRENG CAPITAL MANAGEMENT, INC. 2025 Q3
22 Oct 2025, 10:09:30 UTC DAYMARK WEALTH PARTNERS, LLC 2025 Q3
22 Oct 2025, 09:57:18 UTC TriaGen Wealth Management LLC 2025 Q3
22 Oct 2025, 09:55:11 UTC COMMONWEALTH EQUITY SERVICES, LLC 2025 Q3
22 Oct 2025, 09:53:56 UTC Kearns & Associates LLC 2025 Q3
22 Oct 2025, 09:49:41 UTC Harbor Island Capital LLC 2025 Q3
22 Oct 2025, 09:46:46 UTC Leslie Global Wealth, LLC 2025 Q3
22 Oct 2025, 09:39:09 UTC RETIREMENT FINANCIAL SOLUTIONS, LLC 2025 Q3
22 Oct 2025, 09:35:48 UTC Semus Wealth Partners LLC 2025 Q3
22 Oct 2025, 09:34:11 UTC Sandy Cove Advisors, LLC 2025 Q3
22 Oct 2025, 09:30:51 UTC Disciplined Equity Management, Inc. 2025 Q3
22 Oct 2025, 09:30:44 UTC Five Oceans Advisors 2025 Q3
22 Oct 2025, 09:28:10 UTC Glass Wealth Management Co LLC 2025 Q3
22 Oct 2025, 08:56:49 UTC DT Investment Partners, LLC 2025 Q3
22 Oct 2025, 08:36:23 UTC Benchmark Financial Wealth Advisors, LLC 2025 Q3
22 Oct 2025, 08:27:02 UTC VERUS WEALTH MANAGEMENT, LLC 2025 Q3
22 Oct 2025, 08:11:15 UTC EARNED WEALTH ADVISORS, LLC 2025 Q3
22 Oct 2025, 07:55:42 UTC RV Capital AG 2025 Q3
22 Oct 2025, 07:39:17 UTC ENDEAVOR PRIVATE WEALTH, INC. 2025 Q3
22 Oct 2025, 07:34:26 UTC Porter White Investment Advisors, Inc. 2025 Q3
22 Oct 2025, 06:56:11 UTC Valliance Asset Management Ltd 2025 Q3
22 Oct 2025, 06:36:56 UTC OAK HILL CAPITAL MANAGEMENT, LLC 2025 Q3
22 Oct 2025, 06:30:09 UTC Asset Management One Co., Ltd. 2025 Q3
22 Oct 2025, 06:22:21 UTC Rezny Wealth Management, Inc. 2025 Q3
21 Oct 2025, 21:46:56 UTC Cresta Advisors, Ltd. 2025 Q3
21 Oct 2025, 21:43:44 UTC Boyce & Associates Wealth Consulting, Inc. 2025 Q3
21 Oct 2025, 21:37:00 UTC 4J Wealth Management LLC 2025 Q3
21 Oct 2025, 21:29:39 UTC Citrine Capital LLC 2025 Q3
21 Oct 2025, 21:22:10 UTC Hikari Power Ltd 2025 Q3
21 Oct 2025, 21:11:18 UTC Pandi, LLC 2025 Q3
21 Oct 2025, 19:35:44 UTC Granite FO LLC 2025 Q3
21 Oct 2025, 19:27:57 UTC WT Wealth Management 2025 Q3
21 Oct 2025, 19:21:11 UTC North Growth Management Ltd. 2025 Q3
21 Oct 2025, 18:51:33 UTC Vannoy Advisory Group, Inc. 2025 Q3
21 Oct 2025, 18:37:54 UTC Viewpoint Capital Management LLC 2025 Q3
21 Oct 2025, 18:37:20 UTC TRUST CO OF OKLAHOMA 2025 Q3
21 Oct 2025, 18:33:36 UTC Alpha Omega Wealth Management LLC 2025 Q3 - Restatement
21 Oct 2025, 18:32:29 UTC Northcape Capital Pty Ltd 2025 Q3
21 Oct 2025, 18:27:19 UTC Alpha Omega Wealth Management LLC 2025 Q3
21 Oct 2025, 18:09:55 UTC SIMS INVESTMENT MANAGEMENT, LLC 2025 Q3
21 Oct 2025, 18:07:23 UTC Constellation Investimentos e Participacoes Ltda 2025 Q3
21 Oct 2025, 17:57:55 UTC InTrack Investment Management Inc 2025 Q3
21 Oct 2025, 17:51:27 UTC Alpine Bank Wealth Management 2025 Q3
21 Oct 2025, 17:40:27 UTC Abacus Planning Group, Inc. 2025 Q3
21 Oct 2025, 17:23:40 UTC Charles Schwab Trust Bank 2025 Q3
21 Oct 2025, 17:23:09 UTC McGuire Investment Group, LLC 2025 Q3
21 Oct 2025, 17:22:22 UTC Penobscot Investment Management Company, Inc. 2025 Q3
21 Oct 2025, 17:21:55 UTC Fountainhead AM, LLC 2025 Q3
21 Oct 2025, 17:21:21 UTC Radnor Capital Management, LLC 2025 Q3
21 Oct 2025, 17:19:17 UTC PEAVINE CAPITAL, LLC 2025 Q3
21 Oct 2025, 17:18:37 UTC Onyx Financial Advisors, LLC 2025 Q3
21 Oct 2025, 17:17:55 UTC WOODWARD DIVERSIFIED CAPITAL, LLC 2025 Q3
21 Oct 2025, 17:17:04 UTC Pettinga Financial Advisors LLC 2025 Q3
21 Oct 2025, 17:16:38 UTC Kellett Wealth Advisors, LLC 2025 Q3
21 Oct 2025, 17:16:19 UTC Wealth Management Partners, LLC 2025 Q3
21 Oct 2025, 17:15:59 UTC BetterWealth, LLC 2025 Q3
21 Oct 2025, 17:15:30 UTC DMKC Advisory Services, LLC 2025 Q3
21 Oct 2025, 17:14:35 UTC Western Financial Corp/CA 2025 Q3
21 Oct 2025, 17:13:30 UTC SC&H Financial Advisors, Inc. 2025 Q3
21 Oct 2025, 17:12:21 UTC Moss Adams Wealth Advisors LLC 2025 Q3
21 Oct 2025, 17:11:57 UTC Clay Northam Wealth Management, LLC 2025 Q3
21 Oct 2025, 17:11:51 UTC FIRST NATIONAL BANK SIOUX FALLS 2025 Q3
21 Oct 2025, 17:10:59 UTC Eagle Strategies LLC 2025 Q3
21 Oct 2025, 17:09:48 UTC GATEWAY INVESTMENT ADVISERS LLC 2025 Q3
21 Oct 2025, 17:09:21 UTC Ariose Capital Management Ltd 2025 Q3
21 Oct 2025, 17:06:25 UTC ARROW FINANCIAL CORP 2025 Q3
21 Oct 2025, 17:05:42 UTC Emeth Value Capital, LLC 2025 Q3
21 Oct 2025, 17:02:03 UTC Fifth Third Wealth Advisors LLC 2025 Q3
21 Oct 2025, 17:01:14 UTC Elm3 Financial Group, LLC 2025 Q3
21 Oct 2025, 16:57:21 UTC U S GLOBAL INVESTORS INC 2025 Q3
21 Oct 2025, 16:46:31 UTC Citadel Investment Advisory, Inc. 2025 Q3
21 Oct 2025, 16:45:34 UTC PROFFITT & GOODSON INC 2025 Q3
21 Oct 2025, 16:43:02 UTC Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 2025 Q3
21 Oct 2025, 16:41:05 UTC Community Financial Services Group, LLC 2025 Q3
21 Oct 2025, 16:40:53 UTC Christensen, King & Associates Investment Services, Inc. 2025 Q3
21 Oct 2025, 16:37:37 UTC Global Retirement Partners, LLC 2025 Q3
21 Oct 2025, 16:27:45 UTC JARISLOWSKY, FRASER Ltd 2025 Q3
21 Oct 2025, 16:26:52 UTC DAVIDSON INVESTMENT ADVISORS 2025 Q3
21 Oct 2025, 16:21:44 UTC Armor Investment Advisors, LLC 2025 Q3
21 Oct 2025, 16:16:49 UTC Saxony Capital Management, LLC 2025 Q3
21 Oct 2025, 16:05:31 UTC Trustees of Dartmouth College 2025 Q3
21 Oct 2025, 16:03:31 UTC Ascent Wealth Partners, LLC 2025 Q3
21 Oct 2025, 15:54:41 UTC Adventist Health System/ West 2025 Q3
21 Oct 2025, 15:51:12 UTC CAPITAL ADVISORS INC/OK 2025 Q3
21 Oct 2025, 15:47:47 UTC Asset Management Advisors, LLC 2025 Q3
21 Oct 2025, 15:42:19 UTC Davis Capital Management 2025 Q3
21 Oct 2025, 15:41:54 UTC PENN DAVIS MCFARLAND INC 2025 Q3
21 Oct 2025, 15:38:34 UTC GraniteShares Advisors LLC 2025 Q3