Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
23 Jan 2026, 09:41:01 UTC TCV Trust & Wealth Management, Inc. 2025 Q4
23 Jan 2026, 06:27:30 UTC KELLY FINANCIAL GROUP LLC 2025 Q4
05 Feb 2026, 10:32:45 UTC BESSEMER GROUP INC 2025 Q4
23 Jan 2026, 14:47:24 UTC WEBSTER BANK, N. A. 2025 Q4
05 Feb 2026, 15:15:31 UTC FIRST CITIZENS INVESTOR SERVICES, INC. 2025 Q4 - Restatement
23 Jan 2026, 08:35:56 UTC Nationwide Fund Advisors 2025 Q4
23 Jan 2026, 15:03:42 UTC NORRIS PERNE & FRENCH LLP/MI 2025 Q4
23 Jan 2026, 12:06:22 UTC BAILLIE GIFFORD & CO 2025 Q4
22 Jan 2026, 17:46:54 UTC PARTHENON LLC 2025 Q4
05 Feb 2026, 15:41:05 UTC BARR E S & CO 2025 Q4
23 Jan 2026, 14:24:17 UTC GW HENSSLER & ASSOCIATES LTD 2025 Q3
05 Feb 2026, 14:42:47 UTC ROBERTS GLORE & CO INC /IL/ 2025 Q4
04 Feb 2026, 18:28:48 UTC Avantax Planning Partners, Inc. 2025 Q4
22 Jan 2026, 19:45:22 UTC Palouse Capital Management, Inc. 2025 Q4
23 Jan 2026, 16:42:39 UTC OAK RIDGE INVESTMENTS LLC 2025 Q4
04 Feb 2026, 18:32:53 UTC PACIFIC SUN FINANCIAL CORP 2025 Q4
05 Feb 2026, 16:39:54 UTC GABELLI & Co INVESTMENT ADVISERS, INC. 2025 Q4
05 Feb 2026, 17:04:17 UTC LEE M. /TX/ BASS 2025 Q4
05 Feb 2026, 15:51:44 UTC JOHN G ULLMAN & ASSOCIATES INC 2025 Q4
23 Jan 2026, 11:06:11 UTC IRIDIAN ASSET MANAGEMENT LLC/CT 2025 Q4
05 Feb 2026, 10:58:00 UTC AMALGAMATED BANK 2025 Q4
23 Jan 2026, 11:09:25 UTC DEPRINCE RACE & ZOLLO INC 2025 Q4
23 Jan 2026, 11:32:07 UTC NORTHLAND SECURITIES, INC. 2025 Q4
23 Jan 2026, 10:41:57 UTC Hardman Johnston Global Advisors LLC 2025 Q4
05 Feb 2026, 15:49:00 UTC BEESE FULMER INVESTMENT MANAGEMENT, INC. 2025 Q4
05 Feb 2026, 11:43:12 UTC LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2025 Q4
04 Feb 2026, 18:34:54 UTC Alexander Randolph Advisory, Inc. 2025 Q4
05 Feb 2026, 11:31:51 UTC COMMERZBANK AKTIENGESELLSCHAFT /FI 2025 Q4
23 Jan 2026, 15:32:13 UTC STEPH & CO 2025 Q4
05 Feb 2026, 16:37:25 UTC GAMCO INVESTORS, INC. ET AL 2025 Q4
23 Jan 2026, 10:20:43 UTC BURNEY CO/ 2025 Q4
05 Feb 2026, 15:22:34 UTC KEYSTONE GROUP, L.P. 2025 Q4
23 Jan 2026, 11:00:37 UTC MONARCH CAPITAL MANAGEMENT INC 2025 Q4
04 Feb 2026, 18:27:23 UTC CONNING INC. 2025 Q4
23 Jan 2026, 13:35:44 UTC GUYASUTA INVESTMENT ADVISORS INC 2025 Q4
23 Jan 2026, 06:54:48 UTC NBT BANK N A /NY 2025 Q4
05 Feb 2026, 13:16:22 UTC STEPHENS INC /AR/ 2025 Q4
22 Jan 2026, 17:58:53 UTC FACTORY MUTUAL INSURANCE CO 2025 Q4
23 Jan 2026, 14:17:55 UTC TANDEM CAPITAL MANAGEMENT CORP /ADV 2025 Q4
04 Feb 2026, 18:21:41 UTC PINNACLE ASSOCIATES LTD 2025 Q4
22 Jan 2026, 17:47:12 UTC LINCOLN CAPITAL CORP 2025 Q4
23 Jan 2026, 16:39:27 UTC Penn Mutual Asset Management 2025 Q4
05 Feb 2026, 16:52:41 UTC ARS Investment Partners, LLC 2025 Q4
23 Jan 2026, 17:03:39 UTC ZWJ INVESTMENT COUNSEL INC 2025 Q4
23 Jan 2026, 13:49:12 UTC WHITENER CAPITAL MANAGEMENT, INC. 2025 Q4
05 Feb 2026, 13:09:42 UTC ARROW FINANCIAL CORP 2025 Q4
23 Jan 2026, 10:43:28 UTC CAMBIAR INVESTORS LLC 2025 Q4
05 Feb 2026, 11:18:57 UTC 1ST SOURCE BANK 2025 Q4
23 Jan 2026, 12:14:04 UTC VALLEY NATIONAL ADVISERS INC 2025 Q4
23 Jan 2026, 11:16:46 UTC OGOREK ANTHONY JOSEPH /NY/ /ADV 2025 Q4
22 Jan 2026, 20:00:23 UTC ALTFEST L J & CO INC 2025 Q4
23 Jan 2026, 09:25:56 UTC LILLY ENDOWMENT INC 2025 Q4
23 Jan 2026, 12:29:20 UTC SMITH, MOORE & CO. 2025 Q4
30 Jan 2026, 17:11:14 UTC JENNISON ASSOCIATES LLC 2025 Q4
23 Jan 2026, 08:22:38 UTC FIFTH THIRD SECURITIES, INC. 2025 Q4
22 Jan 2026, 18:28:01 UTC BROWN, LISLE/CUMMINGS, INC. 2025 Q4
29 Jan 2026, 19:28:30 UTC M&T BANK CORP 2025 Q4 - Restatement
05 Feb 2026, 08:40:21 UTC THRIVENT FINANCIAL FOR LUTHERANS 2025 Q4
30 Jan 2026, 15:14:13 UTC US BANCORP \DE\ 2025 Q4
05 Feb 2026, 10:32:31 UTC GENERAL ELECTRIC CO 2025 Q4
05 Feb 2026, 14:57:01 UTC CHASE INVESTMENT COUNSEL CORP 2025 Q4
22 Jan 2026, 17:30:22 UTC GLP Holdings LLLP 2025 Q4
22 Jan 2026, 17:28:18 UTC Telos Capital Management, Inc. 2025 Q4
22 Jan 2026, 17:24:40 UTC Cresset Asset Management, LLC 2025 Q3 - Restatement
22 Jan 2026, 17:21:42 UTC Cresset Asset Management, LLC 2025 Q2 - Restatement
22 Jan 2026, 17:03:17 UTC Networth Advisors, LLC 2025 Q4
22 Jan 2026, 17:00:00 UTC tru Independence LLC 2025 Q4
22 Jan 2026, 16:38:48 UTC ARGUS INVESTORS' COUNSEL, INC. 2025 Q4
22 Jan 2026, 16:18:11 UTC RICHARDSON FINANCIAL SERVICES INC. 2025 Q4
22 Jan 2026, 16:15:28 UTC MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2025 Q4
22 Jan 2026, 16:13:38 UTC CITY HOLDING CO 2025 Q4
22 Jan 2026, 16:11:18 UTC Colony Family Offices, LLC 2025 Q4
22 Jan 2026, 16:07:02 UTC Madrona Financial Services, LLC 2025 Q4
22 Jan 2026, 16:06:11 UTC HHM Wealth Advisors, LLC 2025 Q4
22 Jan 2026, 16:00:40 UTC DDD Partners, LLC 2025 Q4
22 Jan 2026, 15:57:13 UTC GREENUP STREET WEALTH MANAGEMENT LLC 2025 Q4
22 Jan 2026, 15:53:13 UTC SPIREPOINT PRIVATE CLIENT, LLC 2025 Q4
22 Jan 2026, 15:42:28 UTC Triad Wealth Partners, LLC 2025 Q4
22 Jan 2026, 15:36:28 UTC Curran Financial Partners, LLC 2025 Q4
22 Jan 2026, 15:36:19 UTC VISTA INVESTMENT PARTNERS II, LLC 2025 Q4
22 Jan 2026, 15:32:16 UTC Whitaker-Myers Wealth Managers, LTD. 2025 Q4
22 Jan 2026, 15:31:32 UTC Christian Investment Advisors, Inc. 2025 Q4
22 Jan 2026, 15:31:14 UTC P/E Global LLC 2025 Q4
22 Jan 2026, 15:30:29 UTC GARRISON BRADFORD & ASSOCIATES INC 2025 Q4
22 Jan 2026, 15:26:05 UTC Venturi Wealth Management, LLC 2025 Q4
22 Jan 2026, 15:24:46 UTC Compass Planning Associates Inc 2025 Q4
22 Jan 2026, 15:18:53 UTC Apollon Financial, LLC 2025 Q4
22 Jan 2026, 15:18:50 UTC Red Tortoise LLC 2025 Q4
22 Jan 2026, 15:17:30 UTC BARTLETT & CO. WEALTH MANAGEMENT LLC 2025 Q4
22 Jan 2026, 15:15:38 UTC Premier Path Wealth Partners, LLC 2025 Q4
22 Jan 2026, 15:14:58 UTC Apollon Wealth Management, LLC 2025 Q4
22 Jan 2026, 15:08:37 UTC BAR HARBOR WEALTH MANAGEMENT 2025 Q4
22 Jan 2026, 15:01:48 UTC FSC Wealth Advisors, LLC 2025 Q4
22 Jan 2026, 14:54:36 UTC Lee Financial Co 2025 Q4
22 Jan 2026, 14:52:53 UTC IRON Financial LLC 2025 Q4
22 Jan 2026, 14:52:45 UTC Rodgers & Associates, LTD 2025 Q4
22 Jan 2026, 14:51:13 UTC K2 Financial Inc. 2025 Q4
22 Jan 2026, 14:49:01 UTC HARVEY INVESTMENT CO LLC 2025 Q4
22 Jan 2026, 14:48:21 UTC Buska Wealth Management, LLC 2025 Q4
22 Jan 2026, 14:43:27 UTC Accordant Advisory Group Inc 2025 Q4