Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
30 Jan 2026, 16:23:54 UTC Centerstone Investors, LLC 2025 Q4
23 Jan 2026, 16:40:10 UTC Harbor Island Capital LLC 2025 Q4
04 Feb 2026, 19:24:25 UTC Newport Asia LLC 2025 Q4
30 Jan 2026, 11:54:21 UTC RV Capital AG 2025 Q4
30 Jan 2026, 08:56:18 UTC Wealthfront Advisers LLC 2025 Q4
05 Feb 2026, 12:01:29 UTC Wakefield Asset Management LLLP 2025 Q4
23 Jan 2026, 15:03:44 UTC Tower View Wealth Management LLC 2025 Q4
04 Feb 2026, 20:42:05 UTC Plancorp, LLC 2025 Q4
23 Jan 2026, 08:57:07 UTC HELIOS CAPITAL MANAGEMENT PTE. LTD 2025 Q4
23 Jan 2026, 17:05:21 UTC Murray Antman dba SimplyRich Lester 2025 Q4
04 Feb 2026, 18:56:13 UTC Bayshore Capital Advisors, LLC 2025 Q4
30 Jan 2026, 16:44:32 UTC Laurel Wealth Advisors LLC 2025 Q4
23 Jan 2026, 10:56:19 UTC Legacy Financial Strategies, LLC 2025 Q4
30 Jan 2026, 17:25:08 UTC Delta Investment Management, LLC 2025 Q4
22 Jan 2026, 18:10:01 UTC Successful Portfolios LLC 2025 Q4
30 Jan 2026, 14:57:30 UTC INNEALTA CAPITAL, LLC 2025 Q4
23 Jan 2026, 14:27:21 UTC Prism Advisors, Inc. 2025 Q4
22 Jan 2026, 17:49:32 UTC SimpliFi, Inc. 2025 Q4
23 Jan 2026, 15:25:37 UTC Medicxi Ventures Management (Jersey) Ltd 2025 Q4
22 Jan 2026, 18:01:37 UTC CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2025 Q4
05 Feb 2026, 08:02:26 UTC Yelin Lapidot Holdings Management Ltd. 2025 Q4
29 Jan 2026, 20:25:59 UTC Yong Rong (HK) Asset Management Ltd 2025 Q4
23 Jan 2026, 16:55:36 UTC Blankinship & Foster, LLC 2025 Q4
23 Jan 2026, 11:27:57 UTC AUA CAPITAL MANAGEMENT, LLC 2025 Q4
05 Feb 2026, 17:28:32 UTC Blume Capital Management, Inc. 2025 Q4
30 Jan 2026, 13:52:55 UTC Ellenbecker Investment Group 2025 Q4
30 Jan 2026, 10:24:04 UTC FSA WEALTH PARTNERS, INC. 2025 Q4
05 Feb 2026, 06:27:23 UTC Central Asset Investments & Management Holdings (HK) Ltd 2025 Q4
30 Jan 2026, 14:03:24 UTC FINANCIAL LIFE ADVISORS 2025 Q4
30 Jan 2026, 14:26:30 UTC Georgetown University 2025 Q4
30 Jan 2026, 11:56:34 UTC Aries Wealth Management 2025 Q4
30 Jan 2026, 15:53:27 UTC ABS Direct Equity Fund LLC 2025 Q4
30 Jan 2026, 13:54:09 UTC Smart Money Group LLC 2025 Q4
30 Jan 2026, 15:01:22 UTC Wagner Wealth Management, LLC 2025 Q4
22 Jan 2026, 17:56:41 UTC RITHOLTZ WEALTH MANAGEMENT 2025 Q4
30 Jan 2026, 17:14:29 UTC Bell & Brown Wealth Advisors, LLC 2025 Q4
30 Jan 2026, 16:31:11 UTC WoodTrust Financial Corp 2025 Q4
22 Jan 2026, 17:56:14 UTC Gainplan LLC 2025 Q4
22 Jan 2026, 17:52:42 UTC Northwest Quadrant Wealth Management, LLC 2025 Q4
23 Jan 2026, 16:45:41 UTC PATTON FUND MANAGEMENT, INC. 2025 Q4
23 Jan 2026, 13:08:49 UTC Legacy Bridge, LLC 2025 Q4
04 Feb 2026, 18:40:34 UTC Idaho Trust Co 2025 Q4
30 Jan 2026, 14:40:33 UTC Bogart Wealth, LLC 2025 Q4
30 Jan 2026, 11:15:23 UTC Vest Financial, LLC 2025 Q4
30 Jan 2026, 11:37:48 UTC Covenant Asset Management, LLC 2025 Q4
23 Jan 2026, 08:37:00 UTC CHOREO, LLC 2025 Q4
22 Jan 2026, 17:48:05 UTC Peak Financial Management, Inc. 2025 Q4
04 Feb 2026, 19:01:57 UTC Allworth Financial LP 2025 Q4
23 Jan 2026, 09:03:26 UTC Armbruster Capital Management, Inc. 2025 Q4
30 Jan 2026, 12:30:55 UTC Kohmann Bosshard Financial Services, LLC 2025 Q4
22 Jan 2026, 19:08:01 UTC Curtis Advisory Group, LLC 2025 Q4
22 Jan 2026, 20:09:02 UTC Colorado Capital Management, Inc. 2025 Q4
23 Jan 2026, 10:02:34 UTC First PREMIER Bank 2025 Q4
05 Feb 2026, 17:22:20 UTC Spectrum Strategic Capital Management, LLC 2025 Q4
05 Feb 2026, 16:55:55 UTC MACROVIEW INVESTMENT MANAGEMENT LLC 2025 Q4
23 Jan 2026, 15:04:33 UTC Westbourne Investment Advisors, Inc. 2025 Q4
05 Feb 2026, 13:10:20 UTC TD PRIVATE CLIENT WEALTH LLC 2025 Q4
23 Jan 2026, 15:18:46 UTC Financial Enhancement Group LLC 2025 Q4
23 Jan 2026, 10:36:33 UTC Hedeker Wealth, LLC 2025 Q4
05 Feb 2026, 07:35:01 UTC Bank Julius Baer & Co. Ltd, Zurich 2025 Q4
23 Jan 2026, 15:38:34 UTC Patten Group, Inc. 2025 Q4
05 Feb 2026, 06:35:22 UTC Baader Bank Aktiengesellschaft 2025 Q4
22 Jan 2026, 17:52:17 UTC Azarias Capital Management, L.P. 2025 Q4
30 Jan 2026, 14:14:03 UTC Harbor Advisors LLC 2025 Q4
22 Jan 2026, 18:11:44 UTC S. R. Schill & Associates 2025 Q4
23 Jan 2026, 10:27:45 UTC Curbstone Financial Management Corp 2025 Q4
23 Jan 2026, 16:37:44 UTC Lunt Capital Management, Inc. 2025 Q4
23 Jan 2026, 16:16:34 UTC Gemmer Asset Management LLC 2025 Q4
04 Feb 2026, 17:48:38 UTC Atria Investments, Inc 2025 Q4
30 Jan 2026, 16:20:15 UTC Cosner Financial Group, LLC 2025 Q4
30 Jan 2026, 12:16:40 UTC DURANTE & WATERS, LLC 2025 Q4
30 Jan 2026, 12:11:58 UTC Brown University 2025 Q4
30 Jan 2026, 16:10:42 UTC AMANSA CAPITAL PTE. LTD. 2025 Q4
30 Jan 2026, 11:06:15 UTC FengHe Fund Management Pte. Ltd. 2025 Q4
30 Jan 2026, 14:55:37 UTC Renasant Bank 2025 Q4
23 Jan 2026, 11:23:22 UTC Stanley-Laman Group, Ltd. 2025 Q4
23 Jan 2026, 17:29:32 UTC Bridgewater Advisors Inc. 2025 Q4
05 Feb 2026, 15:38:30 UTC Accredited Investors Inc. 2025 Q4
22 Jan 2026, 18:03:09 UTC Community Bank of Raymore 2025 Q4
30 Jan 2026, 11:16:51 UTC Westhampton Capital, LLC 2025 Q4
23 Jan 2026, 12:54:25 UTC E&G Advisors, LP 2025 Q4
23 Jan 2026, 13:53:48 UTC Arbor Investment Advisors, LLC 2025 Q4
30 Jan 2026, 15:31:00 UTC Richardson Capital Management LLC 2025 Q4
23 Jan 2026, 10:46:15 UTC FOUNDERS CAPITAL MANAGEMENT, LLC 2025 Q4
04 Feb 2026, 18:26:43 UTC ACR Alpine Capital Research, LLC 2025 Q4
05 Feb 2026, 10:30:41 UTC Heathbridge Capital Management Ltd. 2025 Q4
30 Jan 2026, 12:22:59 UTC FAGAN ASSOCIATES, INC. 2025 Q4
23 Jan 2026, 15:56:35 UTC Blue Fin Capital, Inc. 2025 Q4
30 Jan 2026, 08:52:07 UTC Wealthstar Advisors, LLC 2025 Q4
30 Jan 2026, 12:21:56 UTC Joel Isaacson & Co., LLC 2025 Q4
30 Jan 2026, 16:32:20 UTC Verity Asset Management, Inc. 2025 Q4
22 Jan 2026, 17:53:08 UTC Financial Designs Corp 2025 Q4
23 Jan 2026, 12:53:55 UTC Sippican Capital Advisors 2025 Q4
30 Jan 2026, 09:46:29 UTC Oakworth Capital, Inc. 2025 Q4
22 Jan 2026, 17:41:24 UTC Diligent Investors, LLC 2025 Q4
23 Jan 2026, 16:08:16 UTC Ramsay, Stattman, Vela & Price, Inc. 2025 Q4
30 Jan 2026, 14:55:23 UTC W.G. Shaheen & Associates DBA Whitney & Co 2025 Q4
05 Feb 2026, 15:53:07 UTC Saratoga Research & Investment Management 2025 Q4
29 Jan 2026, 17:50:24 UTC EXENCIAL WEALTH ADVISORS, LLC 2025 Q4
30 Jan 2026, 09:43:46 UTC FLOSSBACH VON STORCH SE 2025 Q4