Latest investment quarter holder pages

Newest quarter-level CUSIP holder snapshots with direct links into security and holder-period pages.

Latest 13F filings Securities directory Latest 13D/G reports

Recent holder-quarter signals

Fresh CUSIP holder snapshots to inspect

Open the quarter page first, then inspect the holder rows and linked 13F evidence.

Holder quarter

BERKSHIRE HATHAWAY INC DEL - CL B NEW

CUSIP 084670702

Q1 2026
CIK
084670702
Security
084670702
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
233 holders
Period
Q1 2026

Review the current quarter holder list for this security, then compare the security page for broader CUSIP context.

View details
Holder quarter

ISHARES TR - CORE S&P500 ETF

CUSIP 464287200

Q1 2026
CIK
464287200
Security
464287200
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
202 holders
Period
Q1 2026

Review the current quarter holder list for this security, then compare the security page for broader CUSIP context.

View details
Holder quarter

VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

CUSIP 921943858

Q1 2026
CIK
921943858
Security
921943858
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
162 holders
Period
Q1 2026

Review the current quarter holder list for this security, then compare the security page for broader CUSIP context.

View details
Holder quarter

LOCKHEED MARTIN CORP - COM

CUSIP 539830109

Q1 2026
CIK
539830109
Security
539830109
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
153 holders
Period
Q1 2026

Review the current quarter holder list for this security, then compare the security page for broader CUSIP context.

View details
Holder quarter

VANGUARD INDEX FDS - VALUE ETF

CUSIP 922908744

Q1 2026
CIK
922908744
Security
922908744
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
149 holders
Period
Q1 2026

Review the current quarter holder list for this security, then compare the security page for broader CUSIP context.

View details
Holder quarter

VANGUARD INDEX FDS - GROWTH ETF

CUSIP 922908736

Q1 2026
CIK
922908736
Security
922908736
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
148 holders
Period
Q1 2026

Review the current quarter holder list for this security, then compare the security page for broader CUSIP context.

View details

Explore related SEC datasets

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .