Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
14 Jan 2026, 12:08:11 UTC Game Plan Financial Advisors, LLC 2025 Q4
14 Jan 2026, 12:05:14 UTC Redhawk Wealth Advisors, Inc. 2025 Q4
14 Jan 2026, 11:53:02 UTC MFA WEALTH ADVISORS, LLC 2025 Q4
14 Jan 2026, 11:45:26 UTC Disciplined Equity Management, Inc. 2025 Q4
14 Jan 2026, 11:39:19 UTC CPR Investments Inc. 2025 Q4
14 Jan 2026, 11:31:26 UTC EASTERN BANK 2025 Q4
14 Jan 2026, 11:29:31 UTC Hunter Perkins Capital Management, LLC 2025 Q4
14 Jan 2026, 11:28:47 UTC Silchester International Investors LLP 2025 Q4
14 Jan 2026, 11:28:00 UTC Smith Thornton Advisors LLC 2025 Q4
14 Jan 2026, 11:26:00 UTC USA FINANCIAL FORMULAS 2025 Q4
14 Jan 2026, 11:18:15 UTC Acropolis Investment Management, LLC 2025 Q4
14 Jan 2026, 11:14:22 UTC ACT Advisors, LLC. 2025 Q4
14 Jan 2026, 11:11:33 UTC Worth Asset Management, LLC 2025 Q4
14 Jan 2026, 11:10:52 UTC Legal Advantage Investments, Inc. 2025 Q4
14 Jan 2026, 11:03:44 UTC Bell Bank 2025 Q4
14 Jan 2026, 10:58:38 UTC Canoe Financial LP 2025 Q4
14 Jan 2026, 10:57:46 UTC InTrack Investment Management Inc 2025 Q4
14 Jan 2026, 10:52:01 UTC Lineweaver Wealth Advisors, LLC 2025 Q4
14 Jan 2026, 10:51:32 UTC BONNESS ENTERPRISES INC 2025 Q4
14 Jan 2026, 10:50:56 UTC Chesley Taft & Associates LLC 2025 Q4
14 Jan 2026, 10:50:23 UTC PETREDIS INVESTMENT ADVISORS LLC 2025 Q4
14 Jan 2026, 10:50:01 UTC Cypress Wealth Services, LLC 2025 Q4
14 Jan 2026, 10:49:42 UTC DLK Investment Management, LLC 2025 Q4
14 Jan 2026, 10:49:03 UTC Cushing Capital Partners, LLC 2025 Q4
14 Jan 2026, 10:48:49 UTC COTTONWOOD CAPITAL ADVISORS, LLC 2025 Q4
14 Jan 2026, 10:48:29 UTC Randall & Associates Wealth Management 2025 Q4
14 Jan 2026, 10:47:58 UTC WOODWARD DIVERSIFIED CAPITAL, LLC 2025 Q4
14 Jan 2026, 10:46:54 UTC Clarus Wealth Advisors 2025 Q4
14 Jan 2026, 10:46:15 UTC Wolfstich Capital, LLC 2025 Q4
14 Jan 2026, 10:45:46 UTC Prosperity Planning, Inc. 2025 Q4
14 Jan 2026, 10:45:12 UTC Terra Nova Asset Management LLC 2025 Q4
14 Jan 2026, 10:44:52 UTC AUCTUS ADVISORS LLC 2025 Q4
14 Jan 2026, 10:44:00 UTC Tiller Private Wealth, Inc. 2025 Q4
14 Jan 2026, 10:43:40 UTC Fluent Financial, LLC 2025 Q4
14 Jan 2026, 10:43:02 UTC Shulman DeMeo Asset Management LLC 2025 Q4
14 Jan 2026, 10:42:28 UTC Waldron Private Wealth LLC 2025 Q4
14 Jan 2026, 10:42:27 UTC ADVISORS MANAGEMENT GROUP INC /ADV 2025 Q4
14 Jan 2026, 10:41:40 UTC CYPRESS FINANCIAL PLANNING LLC 2025 Q4
14 Jan 2026, 10:40:50 UTC Baugh & Associates, LLC 2025 Q4
14 Jan 2026, 10:40:16 UTC Onyx Financial Advisors, LLC 2025 Q4
14 Jan 2026, 10:40:01 UTC Braun-Bostich & Associates Inc. 2025 Q4
14 Jan 2026, 10:39:58 UTC Aegis Wealth Management LLC 2025 Q4
14 Jan 2026, 10:39:39 UTC BFI Infinity Ltd. 2025 Q4
14 Jan 2026, 10:33:45 UTC Beech Hill Advisors, Inc. 2025 Q4
14 Jan 2026, 10:33:26 UTC Guardian Financial Partners, LLC 2025 Q4
14 Jan 2026, 10:31:24 UTC LVW Advisors, LLC 2025 Q4
14 Jan 2026, 10:31:02 UTC Mechanics Bank Trust Department 2025 Q4
14 Jan 2026, 10:30:26 UTC Cornerstone Wealth Advisors, Inc. 2025 Q4
14 Jan 2026, 10:29:32 UTC Allodium Investment Consultants, LLC 2025 Q4
14 Jan 2026, 10:28:58 UTC Weil Company, Inc. 2025 Q4
14 Jan 2026, 10:28:33 UTC Bond & Devick Financial Network, Inc. 2025 Q4
14 Jan 2026, 10:26:51 UTC Nepsis Inc. 2025 Q4
14 Jan 2026, 10:26:29 UTC Oak Asset Management, LLC 2025 Q4
14 Jan 2026, 10:26:12 UTC Quad-Cities Investment Group, LLC 2025 Q4
14 Jan 2026, 10:25:48 UTC CAMELOT TECHNOLOGY ADVISORS, INC. 2025 Q4
14 Jan 2026, 10:24:29 UTC Mirador Capital Partners LP 2025 Q4
14 Jan 2026, 10:22:02 UTC First County Bank /CT/ 2025 Q4
14 Jan 2026, 10:19:56 UTC Kaufman Rossin Wealth, LLC 2025 Q4
14 Jan 2026, 10:19:21 UTC WAYCROSS PARTNERS, LLC 2025 Q4
14 Jan 2026, 10:14:57 UTC A. D. Beadell Investment Counsel, Inc. 2025 Q4
14 Jan 2026, 10:13:20 UTC Southland Equity Partners LLC 2025 Q4
14 Jan 2026, 10:09:36 UTC Stillwater Capital Advisors, LLC 2025 Q4
14 Jan 2026, 10:06:30 UTC WEDGE CAPITAL MANAGEMENT L L P/NC 2025 Q4
14 Jan 2026, 10:06:14 UTC FLYWHEEL PRIVATE WEALTH LLC 2025 Q4
14 Jan 2026, 10:01:04 UTC EXCHANGE TRADED CONCEPTS, LLC 2025 Q4
14 Jan 2026, 09:55:06 UTC Wealthcare Capital Partners, LLC 2025 Q4
14 Jan 2026, 09:52:24 UTC Wealthcare Advisory Partners LLC 2025 Q4
14 Jan 2026, 09:49:27 UTC WINCAP FINANCIAL LLC 2025 Q4
14 Jan 2026, 09:46:08 UTC BOURNE LENT ASSET MANAGEMENT INC 2025 Q4
14 Jan 2026, 09:38:34 UTC Investments CEE investicni spolecnost a.s. Generali 2025 Q4
14 Jan 2026, 09:34:02 UTC GESTION AMIRAL 2025 Q4
14 Jan 2026, 09:31:03 UTC CHEMUNG CANAL TRUST CO 2025 Q4
14 Jan 2026, 09:29:39 UTC Brewster Financial Planning LLC 2025 Q4
14 Jan 2026, 09:20:14 UTC Fairvoy Private Wealth, LLC 2025 Q4
14 Jan 2026, 09:20:08 UTC Whitcomb & Hess, Inc. 2025 Q4
14 Jan 2026, 09:19:26 UTC Crumly & Associates Inc. 2025 Q4
14 Jan 2026, 09:15:34 UTC Chris Bulman Inc 2025 Q4
14 Jan 2026, 09:09:10 UTC Lee-Kelleher Wealth Management 2025 Q4
14 Jan 2026, 08:55:18 UTC Pallas Capital Advisors LLC 2025 Q4
14 Jan 2026, 08:54:09 UTC ELEVATUS WELATH MANAGEMENT 2025 Q4
14 Jan 2026, 08:54:03 UTC Petros Family Wealth, LLC 2025 Q4
14 Jan 2026, 08:52:43 UTC EAGLE ROCK INVESTMENT COMPANY, LLC 2025 Q4
14 Jan 2026, 08:49:29 UTC True Vision MN LLC 2025 Q4
14 Jan 2026, 08:47:49 UTC WOLFF WIESE MAGANA LLC 2025 Q4
14 Jan 2026, 08:45:48 UTC International Private Wealth Advisors LLC 2025 Q4
14 Jan 2026, 08:41:55 UTC Verum Partners LLC 2025 Q4
14 Jan 2026, 08:41:26 UTC EdgeRock Capital LLC 2025 Q4
14 Jan 2026, 08:14:11 UTC InvesTrust 2025 Q4
14 Jan 2026, 07:30:46 UTC Inflection Point Investments LLP 2025 Q4
14 Jan 2026, 07:01:35 UTC HOURGLASS CAPITAL, LLC 2025 Q4
13 Jan 2026, 21:24:39 UTC ROMANO BROTHERS AND COMPANY 2025 Q4
13 Jan 2026, 21:07:10 UTC Q Fund Management (Hong Kong) Ltd 2025 Q4
13 Jan 2026, 19:31:41 UTC HILLTOP WEALTH ADVISORS, LLC 2025 Q4
13 Jan 2026, 19:04:23 UTC Leonard Rickey Investment Advisors P.L.L.C. 2025 Q4
13 Jan 2026, 18:40:41 UTC KMG FIDUCIARY PARTNERS, LLC 2025 Q4
13 Jan 2026, 18:38:15 UTC J. L. Bainbridge & Co., Inc. 2025 Q4
13 Jan 2026, 18:38:04 UTC Emergent Wealth Advisors, LLC 2025 Q4
13 Jan 2026, 18:34:53 UTC Accurate Wealth Management, LLC 2025 Q4
13 Jan 2026, 18:22:21 UTC Generate Investment Management Ltd 2025 Q4
13 Jan 2026, 18:10:38 UTC Tradewinds Capital Management, LLC 2025 Q4