Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
09 Feb 2026, 10:08:21 UTC Praxis Capital Management LLC 2025 Q4
09 Feb 2026, 10:00:40 UTC CONNORS INVESTOR SERVICES INC 2025 Q4
09 Feb 2026, 09:58:30 UTC DELTA ASSET MANAGEMENT LLC/TN 2025 Q4
09 Feb 2026, 09:56:04 UTC Private Capital Advisors, Inc. 2025 Q4
09 Feb 2026, 09:54:19 UTC ACCREDITED INVESTOR SERVICES, LLC 2025 Q4
09 Feb 2026, 09:53:31 UTC Swedbank AB 2025 Q4 - Restatement
09 Feb 2026, 09:52:18 UTC WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 09:51:13 UTC NORTH STAR ASSET MANAGEMENT INC 2025 Q4
09 Feb 2026, 09:44:03 UTC FIDEURAM S. P. A. BANCA 2025 Q4 - Restatement
09 Feb 2026, 09:43:25 UTC Smead Capital Management, Inc. 2025 Q4
09 Feb 2026, 09:41:17 UTC Prospera Financial Services Inc 2025 Q4
09 Feb 2026, 09:40:35 UTC Accent Capital Management, LLC 2025 Q4
09 Feb 2026, 09:30:48 UTC Summit Asset Management, LLC 2025 Q4
09 Feb 2026, 09:25:21 UTC Mondrian Investment Partners LTD 2025 Q4
09 Feb 2026, 09:25:21 UTC RIT CAPITAL PARTNERS PLC 2025 Q4
09 Feb 2026, 09:15:54 UTC SYSTEMATIC FINANCIAL MANAGEMENT LP 2025 Q4
09 Feb 2026, 09:10:50 UTC Frazier Financial Advisors, LLC 2025 Q4
09 Feb 2026, 09:09:54 UTC Powell Investment Advisors, LLC 2025 Q4
09 Feb 2026, 08:59:28 UTC Catalyst Funds Management Pty Ltd 2025 Q4
09 Feb 2026, 08:58:06 UTC Fox Financial, Inc 2025 Q4
09 Feb 2026, 08:55:34 UTC Darden Wealth Group Inc 2025 Q4
09 Feb 2026, 08:53:55 UTC OLD REPUBLIC INTERNATIONAL CORP 2025 Q4
09 Feb 2026, 08:30:47 UTC Viola Ventures V.C. Management 4 Ltd. 2025 Q4
09 Feb 2026, 08:29:48 UTC General Pension Society PZU Joint Stock Co 2025 Q4
09 Feb 2026, 07:47:11 UTC DAIDO LIFE INSURANCE CO 2025 Q4
09 Feb 2026, 07:23:52 UTC HS Management Partners, LLC 2025 Q4
09 Feb 2026, 06:52:46 UTC Lind Value II ApS 2025 Q4
09 Feb 2026, 06:51:25 UTC Life Cycle Investment Partners Ltd 2025 Q4
09 Feb 2026, 06:36:58 UTC University of Cambridge Investment Management Ltd 2025 Q4
09 Feb 2026, 06:11:16 UTC Boundless Plain Holdings Ltd 2025 Q4
09 Feb 2026, 06:00:58 UTC Value Base Ltd. 2025 Q4
06 Feb 2026, 21:24:02 UTC CLUNE & ASSOCIATES, LTD. 2025 Q4
06 Feb 2026, 21:17:36 UTC Strategic Financial Concepts, LLC 2025 Q4
06 Feb 2026, 21:09:46 UTC Twin Cities Retirement Group LLC 2025 Q4
06 Feb 2026, 20:55:28 UTC Flagstone Financial Management 2025 Q4
06 Feb 2026, 20:51:08 UTC HARTLINE INVESTMENT CORP/ 2025 Q4
06 Feb 2026, 20:48:18 UTC William Mack & Associates, Inc. 2025 Q4
06 Feb 2026, 20:15:41 UTC TIFF ADVISORY SERVICES, LLC 2025 Q4
06 Feb 2026, 19:13:51 UTC ALLIUM FINANCIAL ADVISORS, LLC 2025 Q2 - Restatement
06 Feb 2026, 19:03:48 UTC ALLIUM FINANCIAL ADVISORS, LLC 2025 Q4
06 Feb 2026, 18:55:51 UTC Beck Bode, LLC 2025 Q4
06 Feb 2026, 18:51:54 UTC COLDSTREAM CAPITAL MANAGEMENT INC 2025 Q4
06 Feb 2026, 18:49:35 UTC Decas Capital LLC 2025 Q4
06 Feb 2026, 18:44:57 UTC Shelter Rock Management, LLC 2025 Q4
06 Feb 2026, 18:44:33 UTC Arrow Investment Advisors, LLC 2025 Q4
06 Feb 2026, 18:44:11 UTC LongView Asset Management LLC 2025 Q4
06 Feb 2026, 18:43:38 UTC LINCOLN NATIONAL CORP 2025 Q4
06 Feb 2026, 18:42:12 UTC Pathfinder Wealth Consulting, Inc. 2025 Q4
06 Feb 2026, 18:41:50 UTC Lisanti Capital Growth, LLC 2025 Q4
06 Feb 2026, 18:41:33 UTC TRB Advisors LP 2025 Q4
06 Feb 2026, 18:41:22 UTC Carroll Advisory Group, LLC 2025 Q4
06 Feb 2026, 18:41:00 UTC Heritage Wealth Management, Inc./Texas 2025 Q4
06 Feb 2026, 18:40:18 UTC ARQ WEALTH ADVISORS, LLC 2025 Q4
06 Feb 2026, 18:39:09 UTC St. Louis Trust Co 2025 Q4
06 Feb 2026, 18:38:50 UTC RPOA Advisors, Inc. 2025 Q4
06 Feb 2026, 18:38:30 UTC New England Private Wealth Advisors LLC 2025 Q4
06 Feb 2026, 18:37:58 UTC BUCKHEAD CAPITAL MANAGEMENT LLC 2025 Q4
06 Feb 2026, 18:35:23 UTC Jefferies Financial Group Inc. 2025 Q4
06 Feb 2026, 18:34:44 UTC BANTA ASSET MANAGEMENT LP 2025 Q4
06 Feb 2026, 18:17:24 UTC SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2025 Q4
06 Feb 2026, 18:16:52 UTC White Lighthouse Investment Management Inc. 2025 Q4
06 Feb 2026, 17:57:36 UTC Parkshore Wealth Management, Inc. 2025 Q4
06 Feb 2026, 17:48:17 UTC MQS Management LLC 2025 Q4
06 Feb 2026, 17:47:53 UTC Empirical Capital Management, LLC 2025 Q3
06 Feb 2026, 17:45:30 UTC BERKSHIRE CAPITAL HOLDINGS INC 2025 Q4
06 Feb 2026, 17:43:57 UTC Roberts Foundation 2025 Q4
06 Feb 2026, 17:36:25 UTC Guinness Atkinson Asset Management Inc 2025 Q4
06 Feb 2026, 17:32:35 UTC Guinness Asset Management LTD 2025 Q4
06 Feb 2026, 17:30:00 UTC Principle Wealth Partners LLC 2025 Q4
06 Feb 2026, 17:29:29 UTC THOMAS H LEE PARTNERS LP 2025 Q4
06 Feb 2026, 17:25:56 UTC Vantage Investment Partners, LLC 2025 Q4
06 Feb 2026, 17:25:42 UTC Gradient Capital Advisors, LLC 2025 Q4
06 Feb 2026, 17:24:39 UTC Orange Investment Advisors, Inc. 2025 Q4
06 Feb 2026, 17:22:21 UTC Empirical Asset Management, LLC 2025 Q4
06 Feb 2026, 17:22:03 UTC Keudell/Morrison Wealth Management 2025 Q4
06 Feb 2026, 17:20:46 UTC Wilian Securities, LLC 2025 Q4
06 Feb 2026, 17:20:22 UTC Prospect Financial Services LLC 2025 Q4
06 Feb 2026, 17:19:38 UTC Ignite Planners, LLC 2025 Q4
06 Feb 2026, 17:18:10 UTC AXXCESS WEALTH MANAGEMENT, LLC 2025 Q4
06 Feb 2026, 17:16:51 UTC Texas Bank & Trust Co 2025 Q4
06 Feb 2026, 17:15:56 UTC Kilter Group LLC 2025 Q3
06 Feb 2026, 17:15:40 UTC Orca Wealth Management, LLC 2025 Q4
06 Feb 2026, 17:15:15 UTC CVFG LLC 2025 Q4
06 Feb 2026, 17:14:55 UTC SoundView Advisors Inc. 2025 Q4
06 Feb 2026, 17:14:36 UTC Northwest Wealth Advisors, LLC 2025 Q4
06 Feb 2026, 17:13:32 UTC Karras Company, Inc. 2025 Q4
06 Feb 2026, 17:13:04 UTC RD Lewis Holdings, Inc. 2025 Q4
06 Feb 2026, 17:11:29 UTC Geometric Wealth Advisors 2025 Q4
06 Feb 2026, 17:10:30 UTC Cadence Wealth Management LLC 2025 Q4
06 Feb 2026, 17:08:57 UTC Platt Wealth Management LLC 2025 Q4
06 Feb 2026, 17:08:31 UTC Steadview Capital Management LLC 2025 Q4
06 Feb 2026, 17:06:37 UTC REGENERON PHARMACEUTICALS, INC. 2025 Q4
06 Feb 2026, 17:05:37 UTC New World Advisors LLC 2025 Q4
06 Feb 2026, 17:05:21 UTC BloombergSen Inc. 2025 Q4
06 Feb 2026, 17:02:38 UTC Ferguson Johnson Wealth Management Inc 2025 Q4
06 Feb 2026, 17:00:04 UTC KELLOGG W K FOUNDATION TRUST 2025 Q4
06 Feb 2026, 16:59:26 UTC Advisory Alpha, LLC 2025 Q4
06 Feb 2026, 16:56:10 UTC Insight Inv LLC 2025 Q4
06 Feb 2026, 16:52:28 UTC Vitruvian Partners LLP 2025 Q4
06 Feb 2026, 16:51:30 UTC Accel Leaders 3 Associates L.P. 2025 Q4