Latest filings

21,042 documents recorded

FiledCompanyFormSource
2026-07-24Stegner Investment Associates Inc.13F-HRdocument
2026-07-24Starlite Capital INC13F-HRdocument
2026-07-24Sovereign Financial Group, Inc.13F-HRdocument
2026-07-24Southern Financial Group, LLC13F-HRdocument
2026-07-24Solitude Financial Services13F-HRdocument
2026-07-24Skylands Capital, LLC13F-HRdocument
2026-07-24SimpliFi, Inc.13F-HRdocument
2026-07-24Silver Coast Investments LLC13F-HRdocument
2026-07-24Sidoxia Capital Management, LLC13F-HRdocument
2026-07-24Shepherd Street Advisors LLC13F-HRdocument
2026-07-24Sharp Wealth Advisory, LLC13F-HRdocument
2026-07-24SeaTown Holdings Pte. Ltd.13F-HRdocument
2026-07-24Savoir Faire Capital Management, L.P.13F-HRdocument
2026-07-24Santori & Peters, Inc.13F-HRdocument
2026-07-24Sage Financial Management Group, Inc.13F-HRdocument
2026-07-24SURIENCE PRIVATE WEALTH LLC13F-HRdocument
2026-07-24STEPHEN J. GARRY & ASSOCIATES, LLC13F-HRdocument
2026-07-24SPWM Advisors LLC13F-HRdocument
2026-07-24SONATA CAPITAL GROUP INC13F-HRdocument
2026-07-24SIGNATUREFD, LLC13F-HRdocument
2026-07-24SEMITAM BONAM LLC13F-HRdocument
2026-07-24SEAMOUNT FINANCIAL GROUP INC13F-HRdocument
2026-07-24SCHNIEDERS CAPITAL MANAGEMENT, LLC.13F-HRdocument
2026-07-24S Harris Financial Group, LLC13F-HRdocument
2026-07-24Roof Eidam Maycock Peralta, LLC13F-HRdocument
2026-07-24Rockline Wealth Management, LLC13F-HRdocument
2026-07-24Roble, Belko & Company, Inc13F-HRdocument
2026-07-24RiverPark Advisors, LLC13F-HRdocument
2026-07-24Ridgeline Wealth Planning, LLC13F-HRdocument
2026-07-24Rare Wolf Capital LLC13F-HRdocument
2026-07-24RJA Asset Management LLC13F-HRdocument
2026-07-24RIVULET CAPITAL, LLC13F-HRdocument
2026-07-24RATIONAL ADVISORS, INC.13F-HRdocument
2026-07-24RAINEY & RANDALL WEALTH ADVISORS INC.13F-HRdocument
2026-07-24Quilter Plc13F-HRdocument
2026-07-24Quest 10 Wealth Builders, Inc.13F-HRdocument
2026-07-24Quaker Wealth Management, LLC13F-HRdocument
2026-07-24Provenance Wealth Advisors, LLC13F-HRdocument
2026-07-24Prism Advisors, Inc.13F-HRdocument
2026-07-24Platform Technology Partners13F-HRdocument
2026-07-24Pine Valley Investments Ltd Liability Co13F-HRdocument
2026-07-24Pictet North America Advisors SA13F-HRdocument
2026-07-24PhiloSmith Capital Corp13F-HRdocument
2026-07-24Penobscot Investment Management Company, Inc.13F-HRdocument
2026-07-24Penn Mutual Asset Management13F-HRdocument
2026-07-24Painted Porch Advisors LLC13F-HRdocument
2026-07-24Pacific Point Advisors, LLC13F-HRdocument
2026-07-24POSTROCK PARTNERS LLC13F-HRdocument
2026-07-24PICTET BANK & TRUST Ltd13F-HRdocument
2026-07-24PERRYMAN FINANCIAL ADVISORY INC /AD13F-HRdocument
2026-07-24PERKINS CAPITAL MANAGEMENT INC13F-HRdocument
2026-07-24PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV13F-HRdocument
2026-07-24PARSONS CAPITAL MANAGEMENT INC/RI13F-HRdocument
2026-07-24Olympiad Research LP13F-HRdocument
2026-07-24Oath Planning, LLC13F-HRdocument
2026-07-24OPTIMA CAPITAL LLC13F-HRdocument
2026-07-24ONE WEALTH CAPITAL MANAGEMENT, LLC13F-HRdocument
2026-07-24North Forty Two & Co.13F-HRdocument
2026-07-24Noble Wealth Partners LLC13F-HRdocument
2026-07-24Nilsine Partners, LLC13F-HRdocument
2026-07-24Nicholas Wealth, LLC.13F-HRdocument
2026-07-24Nelson Capital Management, LLC13F-HRdocument
2026-07-24Nationwide Fund Advisors13F-HRdocument
2026-07-24Narwhal Capital Management13F-HRdocument
2026-07-24NAN FUNG TRINITY (HK) Ltd13F-HRdocument
2026-07-24Munich Reinsurance Co Stock Corp in Munich13F-HRdocument
2026-07-24Montz Harcus Wealth Management LLC13F-HRdocument
2026-07-24Mizuho Markets Cayman LP13F-HRdocument
2026-07-24Milestones Private Investment Advisors LLC13F-HRdocument
2026-07-24Milestones Administradora de Recursos Ltda.13F-HRdocument
2026-07-24Meridian Financial Partners LLC13F-HRdocument
2026-07-24Meredith Wealth Planning13F-HRdocument
2026-07-24Mascoma Wealth Management LLC13F-HRdocument
2026-07-24Martin Capital Advisors, LLP13F-HRdocument
2026-07-24Malaga Cove Capital, LLC13F-HRdocument
2026-07-24MOUNT VERNON ASSOCIATES INC /MD/13F-HRdocument
2026-07-24MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd13F-HRdocument
2026-07-24MIZUHO SECURITIES USA LLC13F-HRdocument
2026-07-24MIZUHO MARKETS AMERICAS LLC13F-HRdocument
2026-07-24MELFA WEALTH MANAGEMENT, INC.13F-HRdocument
2026-07-24MBM WEALTH CONSULTANTS, LLC13F-HRdocument
2026-07-24MBE Wealth Management, LLC13F-HRdocument
2026-07-24MATTERN CAPITAL MANAGEMENT, LLC13F-HRdocument
2026-07-24MARINO, STRAM & ASSOCIATES LLC13F-HRdocument
2026-07-24MAIMON WEALTH MANAGEMENT LTD.13F-HRdocument
2026-07-24MADDEN SECURITIES Corp13F-HRdocument
2026-07-24M3 Advisory Group, LLC13F-HRdocument
2026-07-24Lodestone Wealth Management LLC13F-HRdocument
2026-07-24Leisure Capital Management13F-HRdocument
2026-07-24Legacy Advisors, LLC13F-HRdocument
2026-07-24Leelyn Smith, LLC13F-HRdocument
2026-07-24Latko Wealth Management, Ltd.13F-HRdocument
2026-07-24Lansing Street Advisors13F-HRdocument
2026-07-24LPWM LLC13F-HRdocument
2026-07-24LITTLEJOHN FINANCIAL SERVICES, INC.13F-HRdocument
2026-07-24LBP AM SA13F-HRdocument
2026-07-24L.K. Benson & Company, P.C.13F-HRdocument
2026-07-24Keystone Financial Services, LLC13F-HRdocument
2026-07-24Kaydan Wealth Management, Inc.13F-HRdocument
2026-07-24KPP Advisory Services LLC13F-HRdocument

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