Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
30 Jan 2026, 11:29:02 UTC BURRUS FINANCIAL SERVICES, INC. 2025 Q4
30 Jan 2026, 16:37:20 UTC Spectrum Financial Alliance Ltd LLC 2025 Q4
30 Jan 2026, 08:11:49 UTC ARGA Investment Management, LP 2025 Q4
05 Feb 2026, 14:59:49 UTC RiverFront Investment Group, LLC 2025 Q4
23 Jan 2026, 13:09:37 UTC Westside Investment Management, Inc. 2025 Q4
30 Jan 2026, 12:22:41 UTC New Harbor Financial Group, LLC 2025 Q4
04 Feb 2026, 18:22:54 UTC Mesirow Financial Investment Management, Inc. 2025 Q4
30 Jan 2026, 08:53:13 UTC Samalin Investment Counsel, LLC 2025 Q4
22 Jan 2026, 17:51:53 UTC Donor Advised Charitable Giving, Inc. 2025 Q4
29 Jan 2026, 19:08:39 UTC Mizuho Securities Co. Ltd. 2025 Q4
30 Jan 2026, 15:51:51 UTC Smart Portfolios, LLC 2025 Q4
23 Jan 2026, 16:46:39 UTC BSW Wealth Partners 2025 Q4
22 Jan 2026, 17:48:40 UTC Carnegie Investment Counsel 2025 Q4
23 Jan 2026, 16:25:54 UTC Timber Creek Capital Management LLC 2025 Q4
05 Feb 2026, 11:47:52 UTC DnB Asset Management AS 2025 Q4
05 Feb 2026, 12:26:31 UTC Convergence Investment Partners, LLC 2025 Q4
30 Jan 2026, 10:56:10 UTC NJ State Employees Deferred Compensation Plan 2025 Q4
05 Feb 2026, 09:37:40 UTC JCSD Capital, LLC 2025 Q4
30 Jan 2026, 15:21:17 UTC State of New Jersey Common Pension Fund D 2025 Q4
23 Jan 2026, 16:45:32 UTC Liberty Street Advisors, Inc. 2025 Q4
05 Feb 2026, 14:18:32 UTC Dana Investment Advisors, Inc. 2025 Q4
05 Feb 2026, 11:59:12 UTC Gibson Capital, LLC 2025 Q4
30 Jan 2026, 14:28:39 UTC Canandaigua National Trust Co of Florida 2025 Q4
22 Jan 2026, 18:44:51 UTC HALBERT HARGROVE GLOBAL ADVISORS, LLC 2025 Q4
05 Feb 2026, 11:55:22 UTC Plante Moran Financial Advisors, LLC 2025 Q4
30 Jan 2026, 06:15:04 UTC Mitsubishi UFJ Trust & Banking Corp 2025 Q4
23 Jan 2026, 06:06:24 UTC Sumitomo Mitsui Trust Group, Inc. 2025 Q4
30 Jan 2026, 12:20:53 UTC Narwhal Capital Management 2025 Q4
23 Jan 2026, 16:53:25 UTC Freestone Capital Holdings, LLC 2025 Q4
30 Jan 2026, 16:16:09 UTC Sigma Planning Corp 2025 Q4
05 Feb 2026, 13:43:30 UTC Cambridge Investment Research Advisors, Inc. 2025 Q4
30 Jan 2026, 14:49:44 UTC Cardinal Capital Management 2025 Q4
05 Feb 2026, 10:20:46 UTC ALPINE ASSOCIATES MANAGEMENT INC. 2025 Q4
05 Feb 2026, 16:25:13 UTC L & S Advisors Inc 2025 Q4
05 Feb 2026, 12:00:20 UTC NOVARE CAPITAL MANAGEMENT LLC 2025 Q4
05 Feb 2026, 14:56:50 UTC REIK & CO., LLC 2025 Q4
30 Jan 2026, 11:26:32 UTC AMG National Trust Bank 2025 Q4
30 Jan 2026, 14:59:47 UTC Palisades Hudson Asset Management, L.P. 2025 Q4
05 Feb 2026, 13:48:18 UTC Evensky & Katz LLC 2025 Q4
22 Jan 2026, 18:14:08 UTC Robeco Institutional Asset Management B.V. 2025 Q4
30 Jan 2026, 14:23:27 UTC LEVIN CAPITAL STRATEGIES, L.P. 2025 Q4
05 Feb 2026, 11:01:59 UTC Fulcrum Asset Management LLP 2025 Q4 - Restatement
23 Jan 2026, 11:34:32 UTC Capital Investment Counsel, Inc 2025 Q4
30 Jan 2026, 16:07:37 UTC North Star Investment Management Corp. 2025 Q4
30 Jan 2026, 10:08:44 UTC SOL Capital Management CO 2025 Q4
30 Jan 2026, 09:06:16 UTC Opus Capital Group, LLC 2025 Q4
05 Feb 2026, 16:37:59 UTC PACIFIC HEIGHTS ASSET MANAGEMENT LLC 2025 Q4
04 Feb 2026, 18:40:12 UTC SFE Investment Counsel 2025 Q4
05 Feb 2026, 13:35:27 UTC Stephens Investment Management Group LLC 2025 Q4
05 Feb 2026, 14:09:04 UTC Hills Bank & Trust Co 2025 Q4
23 Jan 2026, 13:28:17 UTC State of Alaska, Department of Revenue 2025 Q4
30 Jan 2026, 10:06:21 UTC Cadence Bank 2025 Q4
30 Jan 2026, 10:51:05 UTC Skylands Capital, LLC 2025 Q4
23 Jan 2026, 14:49:02 UTC AMI ASSET MANAGEMENT CORP 2025 Q4
22 Jan 2026, 18:02:01 UTC GUARDIAN INVESTMENT MANAGEMENT 2025 Q4
30 Jan 2026, 14:34:48 UTC TAIYO LIFE INSURANCE CO 2025 Q4
04 Feb 2026, 19:21:09 UTC Rakuten Group, Inc. 2025 Q4
23 Jan 2026, 09:16:38 UTC Aldebaran Financial Inc. 2025 Q4
05 Feb 2026, 16:43:30 UTC Monarch Alternative Capital LP 2025 Q3 - Restatement
23 Jan 2026, 16:03:02 UTC ASSETMARK, INC 2025 Q4
05 Feb 2026, 14:30:27 UTC NOESIS CAPITAL MANGEMENT CORP 2025 Q4
05 Feb 2026, 16:30:18 UTC SID R. BASS 2025 Q4
30 Jan 2026, 16:15:28 UTC CULLINAN ASSOCIATES INC 2025 Q4
23 Jan 2026, 09:24:27 UTC Yorktown Management & Research Co Inc 2025 Q4
05 Feb 2026, 10:04:10 UTC Mount Lucas Management LP 2025 Q4
30 Jan 2026, 16:11:32 UTC MOGY JOEL R INVESTMENT COUNSEL INC 2025 Q4
23 Jan 2026, 09:45:08 UTC GENWORTH FINANCIAL INC 2025 Q4
04 Feb 2026, 20:34:47 UTC Bruxelles Lambert Groupe 2025 Q4
05 Feb 2026, 16:28:42 UTC LEUTHOLD GROUP, LLC 2025 Q4
30 Jan 2026, 12:52:58 UTC KEYBANK NATIONAL ASSOCIATION/OH 2025 Q4
30 Jan 2026, 11:50:31 UTC FIRST NATIONAL BANK SIOUX FALLS 2025 Q4
30 Jan 2026, 14:21:24 UTC CANANDAIGUA NATIONAL BANK & TRUST CO 2025 Q4
30 Jan 2026, 14:35:52 UTC First Fiduciary Investment Counsel, Inc. 2025 Q4
05 Feb 2026, 10:39:32 UTC NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2025 Q4
30 Jan 2026, 12:24:44 UTC WEALTH MANAGEMENT RESOURCES, INC. 2025 Q4
30 Jan 2026, 10:24:01 UTC LINCLUDEN MANAGEMENT LTD 2025 Q4
30 Jan 2026, 09:18:54 UTC FIRST CITIZENS INVESTOR SERVICES, INC. 2025 Q4
04 Feb 2026, 18:26:08 UTC NEW YORK LIFE INVESTMENT MANAGEMENT LLC 2025 Q4
30 Jan 2026, 16:01:02 UTC MCDONALD CAPITAL INVESTORS INC/CA 2025 Q4
05 Feb 2026, 12:19:54 UTC STEGINSKY CAPITAL LLC 2025 Q4
05 Feb 2026, 14:36:11 UTC STONERIDGE INVESTMENT PARTNERS LLC 2025 Q4
30 Jan 2026, 10:56:23 UTC KEATING INVESTMENT COUNSELORS INC 2025 Q4
05 Feb 2026, 15:27:53 UTC STALEY CAPITAL ADVISERS INC 2025 Q4
30 Jan 2026, 12:21:35 UTC Pekin Hardy Strauss, Inc. 2025 Q4
30 Jan 2026, 14:54:24 UTC SHAKER INVESTMENTS LLC/OH 2025 Q4
05 Feb 2026, 15:50:35 UTC HENDLEY & CO INC 2025 Q4
30 Jan 2026, 12:21:14 UTC MOODY ALDRICH PARTNERS LLC 2025 Q4
30 Jan 2026, 15:44:22 UTC TOEWS CORP /ADV 2025 Q4
05 Feb 2026, 12:47:04 UTC S&CO INC 2025 Q4
30 Jan 2026, 09:02:50 UTC AMERICAN FINANCIAL & TAX STRATEGIES INC 2025 Q4
30 Jan 2026, 12:07:42 UTC FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2025 Q4
30 Jan 2026, 14:16:41 UTC WENDELL DAVID ASSOCIATES INC 2025 Q4
30 Jan 2026, 12:19:19 UTC CHAPIN DAVIS, INC. 2025 Q4
05 Feb 2026, 16:33:18 UTC GABELLI FUNDS LLC 2025 Q4
30 Jan 2026, 13:24:25 UTC PVG ASSET MANAGEMENT CORP 2025 Q4
05 Feb 2026, 14:39:50 UTC EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2025 Q4
30 Jan 2026, 16:13:32 UTC CITIZENS FINANCIAL GROUP INC/RI 2025 Q4
30 Jan 2026, 15:16:59 UTC CALDWELL SUTTER CAPITAL, INC. 2025 Q4
05 Feb 2026, 14:55:24 UTC GENRE PARTNERS L P 2025 Q4
30 Jan 2026, 16:09:47 UTC YORK STATE TEACHERS RETIREMENT SYSTEM NEW 2025 Q4