Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
Duncan Williams Asset Management, LLC 2024 Q3 10/3/2024, 12:58 PM
Exome Asset Management LLC 2024 Q2 - Restatement 10/3/2024, 12:55 PM
First Citizens Financial Corp 2024 Q3 10/3/2024, 12:28 PM
MOODY NATIONAL BANK TRUST DIVISION 2024 Q3 10/3/2024, 12:19 PM
PRESILIUM PRIVATE WEALTH, LLC 2024 Q3 10/3/2024, 12:17 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2020 Q1 - Restatement 10/3/2024, 12:12 PM
Abacus Wealth Partners, LLC 2024 Q3 10/3/2024, 12:02 PM
WINDWARD CAPITAL MANAGEMENT CO /CA 2023 Q4 - Restatement 10/3/2024, 11:24 AM
WINDWARD CAPITAL MANAGEMENT CO /CA 2023 Q3 - Restatement 10/3/2024, 11:24 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2020 Q2 - Restatement 10/3/2024, 11:11 AM
ROCKLAND TRUST CO 2024 Q3 10/3/2024, 11:08 AM
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 2024 Q3 10/3/2024, 10:55 AM
Pacific Wealth Management 2024 Q3 10/3/2024, 10:40 AM
Curbstone Financial Management Corp 2024 Q3 10/3/2024, 10:32 AM
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2024 Q2 10/3/2024, 10:28 AM
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2024 Q1 10/3/2024, 10:27 AM
SPINNAKER CAPITAL LTD 2024 Q3 10/3/2024, 10:25 AM
SPINNAKER CAPITAL LTD 2024 Q2 10/3/2024, 10:23 AM
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2023 Q4 10/3/2024, 10:21 AM
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2022 Q4 10/3/2024, 10:20 AM
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2021 Q4 10/3/2024, 10:19 AM
Prysm Capital, L.P. 2024 Q3 10/3/2024, 10:08 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2020 Q3 - Restatement 10/3/2024, 09:46 AM
UNIQUE WEALTH, LLC 2024 Q3 10/3/2024, 09:43 AM
Czech National Bank 2024 Q3 10/3/2024, 07:28 AM
AMF Tjanstepension AB 2024 Q3 10/3/2024, 07:04 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2020 Q4 - Restatement 10/2/2024, 05:57 PM
VERITY Wealth Advisors 2024 Q3 10/2/2024, 09:34 PM
Greenfield FTC, Inc. 2024 Q3 10/2/2024, 07:12 PM
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2024 Q3 10/2/2024, 06:12 PM
Brightwater Advisory LLC 2024 Q1 10/2/2024, 06:57 PM
DAILY JOURNAL CORP 2024 Q2 10/2/2024, 04:42 PM
Praetorian Wealth Management, Inc. 2024 Q3 10/2/2024, 04:39 PM
Trust Co of the South 2024 Q3 10/2/2024, 04:16 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q1 - Restatement 10/2/2024, 04:13 PM
Cascade Investment Advisors, Inc. 2024 Q3 10/2/2024, 04:13 PM
MASSMUTUAL TRUST CO FSB/ADV 2024 Q3 10/2/2024, 04:09 PM
ARMSTRONG HENRY H ASSOCIATES INC 2024 Q3 10/2/2024, 03:55 PM
Kades & Cheifetz LLC 2024 Q3 10/2/2024, 03:30 PM
Whitcomb & Hess, Inc. 2024 Q3 10/2/2024, 03:29 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q2 - Restatement 10/2/2024, 03:27 PM
JLB & ASSOCIATES INC 2024 Q3 10/2/2024, 03:26 PM
General Partner, Inc. 2024 Q3 10/2/2024, 03:08 PM
Boltwood Capital Management 2024 Q3 10/2/2024, 02:53 PM
DBK Financial Counsel, LLC 2024 Q3 10/2/2024, 02:25 PM
Central Pacific Bank - Trust Division 2024 Q3 10/2/2024, 02:20 PM
Lowe Wealth Advisors, LLC 2024 Q3 10/2/2024, 02:19 PM
WALLER FINANCIAL PLANNING GROUP, INC 2024 Q3 10/2/2024, 01:16 PM
GREENHAVEN ASSOCIATES INC 2024 Q3 10/2/2024, 01:14 PM
CALEDONIA INVESTMENTS PLC 2024 Q3 10/2/2024, 01:09 PM
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2024 Q3 10/2/2024, 01:00 PM
AMERICAN NATIONAL BANK & TRUST 2024 Q3 10/2/2024, 12:36 PM
Abacus Planning Group, Inc. 2024 Q3 10/2/2024, 12:06 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q4 - Restatement 10/2/2024, 12:00 PM
FIRST COMMUNITY TRUST NA 2024 Q3 10/2/2024, 11:58 AM
Stonehearth Capital Management, LLC 2024 Q3 10/2/2024, 11:58 AM
Mid-American Wealth Advisory Group, Inc. 2024 Q3 10/2/2024, 11:33 AM
Efficient Frontier Advisors LLC 2024 Q3 10/2/2024, 11:24 AM
TRUST CO OF TOLEDO NA /OH/ 2024 Q3 10/2/2024, 11:23 AM
Cannon Financial Strategists, Inc. 2019 Q1 10/2/2024, 11:18 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q1 - Restatement 10/2/2024, 11:16 AM
WEYBOSSET RESEARCH & MANAGEMENT LLC 2024 Q3 10/2/2024, 11:12 AM
Cannon Financial Strategists, Inc. 2019 Q2 10/2/2024, 11:10 AM
Cannon Financial Strategists, Inc. 2019 Q3 10/2/2024, 11:05 AM
Cannon Financial Strategists, Inc. 2019 Q4 10/2/2024, 11:00 AM
Cannon Financial Strategists, Inc. 2020 Q1 10/2/2024, 10:54 AM
Cannon Financial Strategists, Inc. 2020 Q2 10/2/2024, 10:46 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q2 - Restatement 10/2/2024, 10:46 AM
McAlister, Sweet & Associates, Inc. 2024 Q3 10/2/2024, 10:40 AM
DOLIVER ADVISORS, LP 2024 Q3 10/2/2024, 10:39 AM
Cannon Financial Strategists, Inc. 2020 Q3 10/2/2024, 10:35 AM
Cannon Financial Strategists, Inc. 2020 Q4 10/2/2024, 10:34 AM
Cannon Financial Strategists, Inc. 2021 Q1 10/2/2024, 10:32 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q3 - Restatement 10/2/2024, 10:25 AM
M&R CAPITAL MANAGEMENT INC 2024 Q3 10/2/2024, 10:15 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q4 - Restatement 10/2/2024, 09:07 AM
Cannon Financial Strategists, Inc. 2021 Q2 10/2/2024, 08:57 AM
Cannon Financial Strategists, Inc. 2021 Q3 10/2/2024, 08:56 AM
Cannon Financial Strategists, Inc. 2021 Q4 10/2/2024, 08:54 AM
Cannon Financial Strategists, Inc. 2022 Q1 10/2/2024, 08:53 AM
Cannon Financial Strategists, Inc. 2022 Q2 10/2/2024, 08:51 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2023 Q1 - Restatement 10/2/2024, 08:45 AM
Cannon Financial Strategists, Inc. 2022 Q3 10/2/2024, 08:45 AM
Dentgroup LLC 2024 Q3 10/2/2024, 08:45 AM
Cannon Financial Strategists, Inc. 2023 Q3 10/2/2024, 08:44 AM
Cannon Financial Strategists, Inc. 2022 Q4 10/2/2024, 08:40 AM
Cannon Financial Strategists, Inc. 2023 Q1 10/2/2024, 08:38 AM
Cannon Financial Strategists, Inc. 2023 Q2 10/2/2024, 08:36 AM
CACTI ASSET MANAGEMENT LLC 2024 Q3 10/2/2024, 06:01 AM
Maple-Brown Abbott Ltd 2024 Q3 10/1/2024, 09:23 PM
Villanova Investment Management Co LLC 2024 Q2 10/1/2024, 05:15 PM
LBJ Family Wealth Advisors, Ltd. 2024 Q3 10/1/2024, 05:07 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2023 Q2 - Restatement 10/1/2024, 04:40 PM
IMPACTfolio, LLC 2024 Q3 10/1/2024, 04:35 PM
PARK NATIONAL CORP /OH/ 2024 Q3 10/1/2024, 04:19 PM
Bridge Advisory, LLC 2024 Q3 10/1/2024, 04:17 PM
Cannon Financial Strategists, Inc. 2023 Q4 10/1/2024, 04:17 PM
Cannon Financial Strategists, Inc. 2024 Q1 10/1/2024, 04:10 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q3 - Restatement 10/1/2024, 03:40 PM
JACOBS & CO/CA 2024 Q3 10/1/2024, 03:31 PM