Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
12 Jan 2026, 10:08:38 UTC MKD WEALTH COACHES, LLC 2025 Q4
12 Jan 2026, 10:08:11 UTC UHLMANN PRICE SECURITIES, LLC 2025 Q4
12 Jan 2026, 10:07:09 UTC Wealth Group Ltd 2025 Q4
12 Jan 2026, 10:06:49 UTC Fjell Capital, LLC 2025 Q4
12 Jan 2026, 10:06:11 UTC Balefire, LLC 2025 Q4
12 Jan 2026, 10:05:46 UTC Brucke Financial, Inc. 2025 Q4
12 Jan 2026, 10:05:14 UTC Archer Investment Management, LLC 2025 Q4
12 Jan 2026, 10:04:51 UTC Spinnaker Investment Group, LLC 2025 Q4
12 Jan 2026, 10:04:16 UTC LEE JOHNSON CAPITAL MANAGEMENT, LLC 2025 Q4
12 Jan 2026, 10:03:08 UTC Thrive Wealth Management, LLC 2025 Q4
12 Jan 2026, 10:02:33 UTC Wealth Management Partners, LLC 2025 Q4
12 Jan 2026, 10:01:35 UTC Sherrill & Hutchins Financial Advisory, Inc 2025 Q4
12 Jan 2026, 10:00:05 UTC WILLNER & HELLER, LLC 2025 Q4
12 Jan 2026, 09:59:53 UTC Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 2025 Q4
12 Jan 2026, 09:59:41 UTC Bill Few Associates, Inc. 2025 Q4
12 Jan 2026, 09:58:58 UTC CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2025 Q4
12 Jan 2026, 09:58:47 UTC Legacy Wealth Asset Management, LLC 2025 Q4
12 Jan 2026, 09:58:25 UTC KWB Wealth 2025 Q4
12 Jan 2026, 09:57:54 UTC Systrade AG 2025 Q4
12 Jan 2026, 09:57:19 UTC Beacon Financial Strategies CORP 2025 Q4
12 Jan 2026, 09:56:26 UTC ORSER CAPITAL MANAGEMENT, LLC 2025 Q4
12 Jan 2026, 09:55:38 UTC David J Yvars Group 2025 Q4
12 Jan 2026, 09:55:19 UTC McNaughton Wealth Management, LLC 2025 Q4
12 Jan 2026, 09:54:45 UTC Amplius Wealth Advisors, LLC 2025 Q4
12 Jan 2026, 09:54:43 UTC Certified Advisory Corp 2025 Q4
12 Jan 2026, 09:54:31 UTC Abound Wealth Management 2025 Q4
12 Jan 2026, 09:53:28 UTC Pioneer Wealth Management Group 2025 Q4
12 Jan 2026, 09:52:59 UTC DKM Wealth Management, Inc. 2025 Q4
12 Jan 2026, 09:52:44 UTC TLWM 2025 Q4
12 Jan 2026, 09:51:28 UTC RoundAngle Advisors LLC 2025 Q4
12 Jan 2026, 09:50:57 UTC Lanham O'Dell & Company, Inc. 2025 Q4
12 Jan 2026, 09:50:07 UTC Gilman Hill Asset Management, LLC 2025 Q4
12 Jan 2026, 09:49:29 UTC FOUNDERS GROVE WEALTH PARTNERS, LLC 2025 Q4
12 Jan 2026, 09:49:23 UTC Hummer Financial Advisory Services Inc 2025 Q4
12 Jan 2026, 09:48:25 UTC Kaydan Wealth Management, Inc. 2025 Q4
12 Jan 2026, 09:46:33 UTC Meadowbrook Wealth Management, LLC 2025 Q4
12 Jan 2026, 09:37:31 UTC Perennial Advisors, LLC 2025 Q4
12 Jan 2026, 09:33:38 UTC DAYMARK WEALTH PARTNERS, LLC 2025 Q4
12 Jan 2026, 09:27:17 UTC GenWealth Group, Inc. 2025 Q4
12 Jan 2026, 09:20:18 UTC Czech National Bank 2025 Q4
12 Jan 2026, 09:16:15 UTC Silverberg Bernstein Capital Management LLC 2025 Q4
12 Jan 2026, 09:13:12 UTC First Bank & Trust 2025 Q4
12 Jan 2026, 09:10:07 UTC Hillcrest Wealth Advisors - NY, LLC 2025 Q4
12 Jan 2026, 08:44:51 UTC PDN Pensionfund 2025 Q4
12 Jan 2026, 08:28:49 UTC Avanza Fonder AB 2025 Q4
12 Jan 2026, 07:50:49 UTC M & L Capital Management Ltd 2025 Q4
12 Jan 2026, 07:30:22 UTC Naria Inc. 2025 Q4
12 Jan 2026, 06:45:35 UTC Accelerate Investment Advisors LLC 2025 Q4
12 Jan 2026, 06:04:40 UTC Ayalon Insurance Comp Ltd. 2025 Q4
09 Jan 2026, 18:47:34 UTC SALEM INVESTMENT COUNSELORS INC 2025 Q4
09 Jan 2026, 18:47:22 UTC Rialto Wealth Management, LLC 2025 Q4
09 Jan 2026, 18:07:46 UTC Aurdan Capital Management, LLC 2025 Q4
09 Jan 2026, 18:07:38 UTC CHICKASAW CAPITAL MANAGEMENT LLC 2025 Q4
09 Jan 2026, 17:37:30 UTC RVW Wealth, LLC 2025 Q4
09 Jan 2026, 17:18:01 UTC First Heartland Consultants, Inc. 2025 Q4
09 Jan 2026, 17:04:10 UTC Constitution Capital LLC 2025 Q4
09 Jan 2026, 17:03:57 UTC Scott & Selber, Inc. 2025 Q4
09 Jan 2026, 17:03:01 UTC PTM WEALTH MANAGEMENT, LLC 2025 Q4
09 Jan 2026, 16:56:27 UTC SILVERLAKE WEALTH MANAGEMENT LLC 2025 Q4
09 Jan 2026, 16:34:09 UTC KEB ASSET MANAGEMENT, LLC 2025 Q4
09 Jan 2026, 16:20:45 UTC Sunflower Bank, N.A. 2025 Q4
09 Jan 2026, 16:00:25 UTC Capital Asset Advisory Services LLC 2025 Q4
09 Jan 2026, 15:46:41 UTC Seafarer Capital Partners, LLC 2025 Q4
09 Jan 2026, 15:04:11 UTC CONGRESS ASSET MANAGEMENT CO 2025 Q4
09 Jan 2026, 15:01:25 UTC Overbrook Management Corp 2025 Q4
09 Jan 2026, 14:59:51 UTC Clear Trail Advisors, LLC 2025 Q4
09 Jan 2026, 14:50:40 UTC BDF-GESTION 2025 Q4
09 Jan 2026, 14:49:49 UTC BOS Asset Management, LLC 2025 Q4
09 Jan 2026, 14:39:31 UTC COMMUNITY TRUST & INVESTMENT CO 2025 Q4
09 Jan 2026, 14:34:53 UTC Twele Capital Management, Inc. 2025 Q4
09 Jan 2026, 14:31:02 UTC IFS Advisors, LLC 2025 Q4
09 Jan 2026, 14:11:31 UTC CULTIVAR CAPITAL, INC. 2025 Q4
09 Jan 2026, 14:06:38 UTC Westwind Capital 2025 Q4
09 Jan 2026, 14:05:22 UTC Somerset Trust Co 2025 Q4
09 Jan 2026, 13:58:31 UTC CENTRAL BANK & TRUST CO 2025 Q4
09 Jan 2026, 13:47:05 UTC APPLETON PARTNERS INC/MA 2025 Q4
09 Jan 2026, 13:41:38 UTC Murphy, Middleton, Hinkle & Parker, Inc. 2025 Q4
09 Jan 2026, 13:07:47 UTC Atlas Brown,Inc. 2025 Q4
09 Jan 2026, 12:48:22 UTC CAROLINAS WEALTH CONSULTING LLC 2025 Q4
09 Jan 2026, 12:48:16 UTC CARDEROCK CAPITAL MANAGEMENT INC 2025 Q4
09 Jan 2026, 12:15:41 UTC DOPKINS WEALTH MANAGEMENT, LLC 2025 Q4
09 Jan 2026, 12:00:45 UTC SG Americas Securities, LLC 2025 Q4
09 Jan 2026, 11:54:01 UTC Assenagon Asset Management S.A. 2025 Q4
09 Jan 2026, 11:38:34 UTC Oldfield Partners LLP 2025 Q4
09 Jan 2026, 11:20:00 UTC DUDLEY & SHANLEY, INC. 2025 Q4
09 Jan 2026, 11:03:04 UTC Park Place Capital Corp 2025 Q4
09 Jan 2026, 10:33:06 UTC Cambridge Financial Group, LLC 2025 Q4
09 Jan 2026, 10:28:15 UTC S.E.E.D. Planning Group LLC 2025 Q4
09 Jan 2026, 10:25:56 UTC Friday Financial 2025 Q4
09 Jan 2026, 09:59:58 UTC Seilern Investment Management Ltd 2025 Q4
09 Jan 2026, 09:46:03 UTC Diversified Trust Co 2025 Q4
09 Jan 2026, 09:45:06 UTC Partnership Wealth Management, LLC 2025 Q4
09 Jan 2026, 09:21:30 UTC GEM Asset Management, LLC 2025 Q4
09 Jan 2026, 09:04:11 UTC jvl associates llc 2025 Q4
09 Jan 2026, 09:02:26 UTC RF&L WEALTH MANAGEMENT, LLC 2025 Q4
09 Jan 2026, 08:16:47 UTC McCollum Christoferson Group LLC 2025 Q4
08 Jan 2026, 19:18:39 UTC Montecito Bank & Trust 2025 Q4
08 Jan 2026, 18:44:59 UTC SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2025 Q4
08 Jan 2026, 18:39:10 UTC Charles Schwab Trust Co 2025 Q4
08 Jan 2026, 18:36:53 UTC Breakwater Capital Group 2025 Q4