Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
10 Feb 2026, 16:02:44 UTC Pinnacle West Asset Management, Inc. 2025 Q4
10 Feb 2026, 16:01:25 UTC Blue Barn Wealth, LLC 2025 Q4
10 Feb 2026, 16:01:19 UTC Yorkville Advisors Global, LP 2025 Q4
10 Feb 2026, 15:59:08 UTC FIRST NATIONAL BANK OF OMAHA 2025 Q1
10 Feb 2026, 15:59:07 UTC Financial Harvest, LLC 2025 Q4
10 Feb 2026, 15:58:39 UTC FountainVest China Capital Partners GP3 Ltd. 2025 Q4
10 Feb 2026, 15:57:08 UTC Tidemark, LLC 2025 Q4
10 Feb 2026, 15:56:40 UTC Dynasty Wealth Management, LLC 2025 Q4
10 Feb 2026, 15:55:09 UTC Winthrop Capital Management, LLC 2025 Q4
10 Feb 2026, 14:54:18 UTC Bank of New York Mellon Corp 2025 Q4
10 Feb 2026, 15:51:24 UTC MERIDIAN MANAGEMENT CO 2025 Q4
10 Feb 2026, 15:50:43 UTC NATIXIS ADVISORS, LLC 2025 Q4
10 Feb 2026, 15:49:21 UTC PINCUS CAPITAL MANAGEMENT, LP 2025 Q4
10 Feb 2026, 15:48:51 UTC Beaton Management Co. Inc. 2025 Q4
10 Feb 2026, 15:48:13 UTC IAG Wealth Partners, LLC 2025 Q4
10 Feb 2026, 15:46:31 UTC Tieton Capital Management, LLC 2025 Q4
10 Feb 2026, 15:44:36 UTC Heritage Trust Co 2025 Q4
10 Feb 2026, 15:43:14 UTC CAMDEN NATIONAL BANK 2025 Q4
10 Feb 2026, 15:42:35 UTC Martin Investment Management, LLC 2025 Q4
10 Feb 2026, 15:40:29 UTC Strategic Advisors LLC 2025 Q4
10 Feb 2026, 15:39:52 UTC 3Chopt Investment Partners, LLC 2025 Q4
10 Feb 2026, 15:39:41 UTC CHANNING GLOBAL ADVISORS, LLC 2025 Q4
10 Feb 2026, 15:39:03 UTC LVZ, Inc. 2025 Q4 - Restatement
10 Feb 2026, 15:36:41 UTC Mueller Wealth, LLC 2025 Q4
10 Feb 2026, 15:29:34 UTC SPINNAKER TRUST 2025 Q4
10 Feb 2026, 15:28:07 UTC KERR FINANCIAL PLANNING Corp 2025 Q4
10 Feb 2026, 15:28:00 UTC Root Financial Partners, LLC 2025 Q4
10 Feb 2026, 15:24:55 UTC Old Peak Finance LLC 2025 Q4
10 Feb 2026, 15:22:40 UTC ESL Trust Services, LLC 2025 Q4
10 Feb 2026, 15:20:35 UTC Skaana Management L.P. 2025 Q4
10 Feb 2026, 15:20:15 UTC Minneapolis Portfolio Management Group, LLC 2025 Q4
10 Feb 2026, 15:18:01 UTC Select Asset Management & Trust 2025 Q4
10 Feb 2026, 15:17:40 UTC One Capital Management, LLC 2025 Q4
10 Feb 2026, 15:16:46 UTC KAISER FAMILY FOUNDATION GEORGE 2025 Q4
10 Feb 2026, 15:15:50 UTC Mawer Investment Management Ltd. 2025 Q4
10 Feb 2026, 15:13:37 UTC BRIDGES INVESTMENT MANAGEMENT INC 2025 Q4
10 Feb 2026, 15:12:55 UTC Sequent Asset Management, LLC 2025 Q4
10 Feb 2026, 15:11:48 UTC SCP Investment, LP 2025 Q4
10 Feb 2026, 15:10:50 UTC ASK CAPITAL MANAGEMENT, LLC 2025 Q4
10 Feb 2026, 15:08:31 UTC Greenwich Wealth Management LLC 2025 Q4
10 Feb 2026, 15:07:08 UTC FIDUCIARY FAMILY OFFICE, LLC 2025 Q4
10 Feb 2026, 15:06:41 UTC Peak Retirement Planning, Inc. 2025 Q4
10 Feb 2026, 15:03:36 UTC PCA Investment Advisory Services Inc. 2025 Q4
10 Feb 2026, 15:03:23 UTC Park Avenue Institutional Advisers LLC 2025 Q4
10 Feb 2026, 15:03:01 UTC Rovida Advisors Inc. 2025 Q4
10 Feb 2026, 15:02:56 UTC CALTON & ASSOCIATES, INC. 2025 Q4
10 Feb 2026, 14:57:27 UTC Walsky Investment Management, Inc. 2025 Q4
10 Feb 2026, 14:53:55 UTC GOLDMAN SACHS GROUP INC 2025 Q4
10 Feb 2026, 14:51:38 UTC Palatine Hill Wealth Management, LLC 2025 Q4
10 Feb 2026, 14:49:46 UTC CENTRAL SECURITIES CORP 2025 Q4
10 Feb 2026, 14:48:18 UTC RATIONAL ADVISORS, INC. 2025 Q4
10 Feb 2026, 14:48:12 UTC Harfst & Associates, Inc. 2025 Q4
10 Feb 2026, 14:46:45 UTC Bruce G. Allen Investments, LLC 2025 Q4
10 Feb 2026, 14:46:24 UTC Moment Partners, LLC 2025 Q4
10 Feb 2026, 14:45:30 UTC MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2025 Q4
10 Feb 2026, 14:42:15 UTC ALLEN OPERATIONS LLC 2025 Q4
10 Feb 2026, 14:41:49 UTC BETO FINANCIAL GROUP, LLC 2025 Q4
10 Feb 2026, 14:41:19 UTC Allen Investment Management, LLC 2025 Q4
10 Feb 2026, 14:38:11 UTC ALLEN HOLDING INC /NY 2025 Q4
10 Feb 2026, 14:36:56 UTC CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2025 Q4
10 Feb 2026, 14:33:38 UTC AXQ CAPITAL, LP 2025 Q4
10 Feb 2026, 14:33:28 UTC Crestmont Private Wealth LLC 2025 Q4
10 Feb 2026, 14:33:15 UTC CHARTER RESEARCH & INVESTMENT GROUP, INC. 2025 Q4
10 Feb 2026, 14:32:26 UTC Fielder Capital Group LLC 2025 Q4
10 Feb 2026, 14:32:08 UTC BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2025 Q4
10 Feb 2026, 14:31:31 UTC Factorial Partners, LLC 2025 Q4
10 Feb 2026, 14:31:10 UTC Vantus Wealth LLC 2025 Q4
10 Feb 2026, 14:29:23 UTC TWIN PEAKS WEALTH ADVISORS, LLC 2025 Q4
10 Feb 2026, 14:28:32 UTC ENGLISH CAPITAL MANAGEMENT LLC 2025 Q4
10 Feb 2026, 14:27:12 UTC BNP PARIBAS 2025 Q4
10 Feb 2026, 14:26:39 UTC FDx Advisors, Inc. 2025 Q4
10 Feb 2026, 14:25:01 UTC TenCore Partners, LP 2025 Q4
10 Feb 2026, 14:18:10 UTC Deuterium Capital Management, LLC 2025 Q4
10 Feb 2026, 14:17:33 UTC Tandem Financial, LLC 2025 Q4
10 Feb 2026, 14:16:57 UTC Cercano Management LLC 2025 Q4
10 Feb 2026, 14:16:02 UTC Providence Financial Advisors, LLC 2025 Q4
10 Feb 2026, 14:14:57 UTC Collar Capital Management, LLC 2025 Q4
10 Feb 2026, 14:14:54 UTC Sustainable Growth Advisers, LP 2025 Q4
10 Feb 2026, 14:11:23 UTC Lingotto Investment Management LLP 2025 Q4
10 Feb 2026, 14:07:52 UTC MKP Capital Management, L.L.C. 2025 Q4
10 Feb 2026, 14:03:12 UTC GW HENSSLER & ASSOCIATES LTD 2025 Q4
10 Feb 2026, 14:01:47 UTC BW Gestao de Investimentos Ltda. 2025 Q4
10 Feb 2026, 14:00:56 UTC Ritter Daniher Financial Advisory LLC / DE 2025 Q4
10 Feb 2026, 13:59:30 UTC Prospect Financial Group LLC 2025 Q4
10 Feb 2026, 13:58:12 UTC Seven Springs Wealth Group, LLC 2025 Q4
10 Feb 2026, 13:58:12 UTC Argent Trust Co 2025 Q4
10 Feb 2026, 13:56:50 UTC Whitegate Investment Counselors, Inc. 2025 Q4
10 Feb 2026, 13:56:45 UTC Exit Wealth Advisors, LLC. 2025 Q4
10 Feb 2026, 13:55:34 UTC ITHAKA GROUP LLC 2025 Q4
10 Feb 2026, 13:55:21 UTC Algorithmic Investment Models, LLC 2025 Q4
10 Feb 2026, 13:52:35 UTC Allred Capital Management, LLC 2025 Q4
10 Feb 2026, 13:51:03 UTC PECAUT & CO. 2025 Q4
10 Feb 2026, 13:49:15 UTC Meramec Financial Planners, LLC 2025 Q4
10 Feb 2026, 13:48:21 UTC ACADIAN ASSET MANAGEMENT LLC 2025 Q4
10 Feb 2026, 13:47:44 UTC HALLSTATT ADVISORS L.P. 2025 Q4
10 Feb 2026, 13:40:23 UTC O'Neil Global Advisors, Inc. 2025 Q4
10 Feb 2026, 13:38:42 UTC Angel Oak Capital Advisors, LLC 2025 Q4
10 Feb 2026, 13:35:48 UTC Cogent Private Wealth, Inc. 2025 Q4
10 Feb 2026, 13:26:00 UTC Swisher Financial Concepts, Inc. 2025 Q4
10 Feb 2026, 13:25:39 UTC Ellevest, Inc. 2025 Q4