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Latest filings

20,280 documents recorded

FiledCompanyFormSource
2026-08-03Persium Advisors, LLC13F-HRdocument
2026-08-03Performa Ltd (US), LLC13F-HRdocument
2026-08-03Parker Financial LLC13F-HRdocument
2026-08-03POWER WEALTH MANAGEMENT LLC13F-HRdocument
2026-08-03PINNACLE ASSOCIATES LTD13F-HRdocument
2026-08-03PHILLIPS FINANCIAL MANAGEMENT, LLC13F-HRdocument
2026-08-03PECAUT & CO.13F-HRdocument
2026-08-03PATHWAY CAPITAL MANAGEMENT, LP13F-HRdocument
2026-08-03One Degree Advisors Inc13F-HRdocument
2026-08-03One Day In July LLC13F-HRdocument
2026-08-03Omnitrust Wealth Management, Inc13F-HRdocument
2026-08-03Old Peak Finance LLC13F-HRdocument
2026-08-03Oakmont Advisory Group, LLC13F-HRdocument
2026-08-03OPPENHEIMER HOLDINGS INC13F-HRdocument
2026-08-03OBSIDIAN CIO, LLC13F-HRdocument
2026-08-03OAKLAND FINANCIAL CORP13F-HRdocument
2026-08-03Next Capital Management LLC13F-HRdocument
2026-08-03NewCorp Financial Services, Inc.13F-HRdocument
2026-08-03NIA IMPACT ADVISORS, LLC13F-HRdocument
2026-08-03Mokosak Advisory Group, LLC13F-HRdocument
2026-08-03Modus Advisors, LLC13F-HRdocument
2026-08-03Modera Wealth Management, LLC13F-HRdocument
2026-08-03Mill Capital Management, LLC13F-HRdocument
2026-08-03MilWealth Group LLC13F-HRdocument
2026-08-03Meixler Investment Management, Ltd.13F-HRdocument
2026-08-03McCartney Wealth Management LLC13F-HRdocument
2026-08-03Massachusetts Wealth Management13F-HRdocument
2026-08-03Marietta Wealth Management, LLC13F-HRdocument
2026-08-03Manske Wealth Management13F-HRdocument
2026-08-03Mandatum Life Insurance Co Ltd13F-HRdocument
2026-08-03MORGAN DEMPSEY CAPITAL MANAGEMENT LLC13F-HRdocument
2026-08-03MEYER HANDELMAN CO13F-HRdocument
2026-08-03MASSACHUSETTS FINANCIAL SERVICES CO /MA/13F-HRdocument
2026-08-03MAD RIVER INVESTORS13F-HRdocument
2026-08-03Lummis Asset Management, LP13F-HRdocument
2026-08-03Lester Murray Antman dba SimplyRich13F-HRdocument
2026-08-03LRZ CAPITAL LLC13F-HRdocument
2026-08-03LOWE BROCKENBROUGH & CO INC13F-HRdocument
2026-08-03Kingsway Capital Partners Ltd13F-HRdocument
2026-08-03Karnit Road Accident Victims Compensation Fund13F-HRdocument
2026-08-03JENNISON ASSOCIATES LLC13F-HRdocument
2026-08-03J.H. Whitney Equity Partners VII, LLC13F-HRdocument
2026-08-03INKWELL CAPITAL LLC13F-HRdocument
2026-08-03Hosking Partners LLP13F-HRdocument
2026-08-03Hodges Capital Management Inc.13F-HRdocument
2026-08-03Hippocratic Financial Advisors, LLC13F-HRdocument
2026-08-03Heirloom Wealth Management13F-HRdocument
2026-08-03Hardy Reed LLC13F-HRdocument
2026-08-03Hardworking Capital Advisors, LLC13F-HRdocument
2026-08-03Halter Ferguson Financial Inc.13F-HRdocument
2026-08-03HUSSMAN STRATEGIC ADVISORS, INC.13F-HRdocument
2026-08-03HOHIMER WEALTH MANAGEMENT, LLC13F-HRdocument
2026-08-03H Capital V GP, L.P.13F-HRdocument
2026-08-03Gutierrez Wealth Advisory, LLC13F-HRdocument
2026-08-03Good Steward Wealth Advisors,LLC13F-HRdocument
2026-08-03Gerald Baker Financial Group LLC13F-HRdocument
2026-08-03GLOBE LIFE INC.13F-HRdocument
2026-08-03GILEAD SCIENCES, INC.13F-HRdocument
2026-08-03Freedom Together Foundation13F-HRdocument
2026-08-03First Nebraska Trust Co13F-HRdocument
2026-08-03First Nebraska Trust Co13F-HRdocument
2026-08-03First National Bank of Hutchinson13F-HRdocument
2026-08-03First Dallas Securities Inc.13F-HRdocument
2026-08-03Firestone Capital Management13F-HRdocument
2026-08-03Fire Capital Management LLC13F-HRdocument
2026-08-03Finer Wealth Management, Inc.13F-HRdocument
2026-08-03Fidato Wealth LLC13F-HRdocument
2026-08-03Fairway Financial, LLC13F-HRdocument
2026-08-03FULTON BREAKEFIELD BROENNIMAN LLC13F-HRdocument
2026-08-03FIDUCIARY COUNSELLING INC13F-HRdocument
2026-08-03Exor N.V.13F-HRdocument
2026-08-03Everstar Asset Management, LLC13F-HRdocument
2026-08-03Eurizon SLJ Capital Ltd13F-HRdocument
2026-08-03Essential Planning, LLC.13F-HRdocument
2026-08-03Elyxium Wealth, LLC13F-HRdocument
2026-08-03Eliot Finkel Investment Counsel, LLC13F-HRdocument
2026-08-03Elevated Capital Advisors, LLC13F-HRdocument
2026-08-03Eagle Bay Advisors LLC13F-HRdocument
2026-08-03EXCALIBUR MANAGEMENT CORP13F-HRdocument
2026-08-03EVERETT HARRIS & CO /CA/13F-HRdocument
2026-08-03ENVESTNET ASSET MANAGEMENT INC13F-HRdocument
2026-08-03Dockside LLC13F-HRdocument
2026-08-03Daytona Street Capital LLC13F-HRdocument
2026-08-03Daniel Investment Group, Inc.13F-HRdocument
2026-08-03DUFF & PHELPS INVESTMENT MANAGEMENT CO13F-HRdocument
2026-08-03DSM CAPITAL PARTNERS LLC13F-HRdocument
2026-08-03Crystal Rock Capital Management13F-HRdocument
2026-08-03Crew Capital Management, Ltd13F-HRdocument
2026-08-03Crestwood Advisors Group, LLC13F-HRdocument
2026-08-03Cornerstone Wealth Management, LLC13F-HRdocument
2026-08-03Compound Global Advisors, LLC13F-HRdocument
2026-08-03Commonwealth Retirement Investments LLC13F-HRdocument
2026-08-03Citizens Business Bank13F-HRdocument
2026-08-03Cherokee Insurance Co13F-HRdocument
2026-08-03Carroll Investors, Inc13F-HRdocument
2026-08-03Carl P. Sherr & Co., LLC13F-HRdocument
2026-08-03Campbell & CO Investment Adviser LLC13F-HRdocument
2026-08-03Callahan Advisors, LLC13F-HRdocument
2026-08-03Caldwell Trust Co13F-HRdocument
2026-08-03CURTIS WEALTH MANAGEMENT LLC13F-HRdocument

Source: U.S. Securities and Exchange Commission, EDGAR daily index

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