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Latest filings

21,042 documents recorded

FiledCompanyFormSource
2026-07-22MFA Wealth Services13F-HRdocument
2026-07-22MB, LEVIS & ASSOCIATES, LLC13F-HRdocument
2026-07-22MARATHON CAPITAL MANAGEMENT13F-HRdocument
2026-07-22Lighthouse Wealth Management Inc.13F-HRdocument
2026-07-22Life Planning Partners, Inc13F-HRdocument
2026-07-22Liberty Atlantic Advisors LLC13F-HRdocument
2026-07-22Lesa Sroufe & Co13F-HRdocument
2026-07-22Legacy CG, LLC13F-HRdocument
2026-07-22Legacies Wealth LLC13F-HRdocument
2026-07-22Lakehouse Capital Pty Ltd13F-HRdocument
2026-07-22LAVELLE CAPITAL LP13F-HRdocument
2026-07-22Kooman & Associates13F-HRdocument
2026-07-22Kingsman Wealth Management, Inc.13F-HRdocument
2026-07-22JM2 Capital Inc.13F-HRdocument
2026-07-22JDH Wealth Management, LLC13F-HRdocument
2026-07-22JCSD Capital, LLC13F-HRdocument
2026-07-22J. L. Bainbridge & Co., Inc.13F-HRdocument
2026-07-22Indiana Trust & Investment Management Co13F-HRdocument
2026-07-22INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV13F-HRdocument
2026-07-22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC13F-HRdocument
2026-07-22IMPACTfolio, LLC13F-HRdocument
2026-07-22Horst & Graben Wealth Management LLC13F-HRdocument
2026-07-22Hopwood Financial Services, Inc.13F-HRdocument
2026-07-22Hidden Cove Wealth Management, LLC13F-HRdocument
2026-07-22Herold Advisors, Inc.13F-HRdocument
2026-07-22Heritage Wealth Management, Inc. /CA/13F-HRdocument
2026-07-22Harbor Group, Inc.13F-HRdocument
2026-07-22Harbor Asset Planning, Inc.13F-HRdocument
2026-07-22HARBOUR INVESTMENT MANAGEMENT LLC13F-HRdocument
2026-07-22Golden State Wealth Management, LLC13F-HRdocument
2026-07-22Generali Powszechne Towarzystwo Emerytalne13F-HRdocument
2026-07-22GENWORTH FINANCIAL INC13F-HRdocument
2026-07-22Franchise GP Ltd13F-HRdocument
2026-07-22Foundry Financial Group, Inc.13F-HRdocument
2026-07-22Foundry Financial Group, Inc.13F-HRdocument
2026-07-22Foundation Wealth Management, LLC\PA13F-HRdocument
2026-07-22Foster Victor Wealth Advisors, LLC13F-HRdocument
2026-07-22Fortitude Advisory Group L.L.C.13F-HRdocument
2026-07-22First Nebraska Trust Co13F-HRdocument
2026-07-22First Nebraska Trust Co13F-HRdocument
2026-07-22Financial Guidance Group, Inc.13F-HRdocument
2026-07-22Fearless Solutions, LLC dba Best Invest13F-HRdocument
2026-07-22Farnam Financial LLC13F-HRdocument
2026-07-22FOURPATH CAPITAL MANAGEMENT, LLC13F-HRdocument
2026-07-22FOUNDERS GROVE WEALTH PARTNERS, LLC13F-HRdocument
2026-07-22FLOYD FINANCIAL GROUP LLC13F-HRdocument
2026-07-22FLAGSHIP HARBOR ADVISORS, LLC13F-HRdocument
2026-07-22FIDELIS iM, LLC13F-HRdocument
2026-07-22Evensky & Katz LLC13F-HRdocument
2026-07-22Entelevest, LLC13F-HRdocument
2026-07-22Englebert Financial Advisers, LLC13F-HRdocument
2026-07-22Elevated Financial Group LLC13F-HRdocument
2026-07-22El Puerto de Liverpool, S.A.B. de C.V.13F-HRdocument
2026-07-22EXCHANGE TRADED CONCEPTS, LLC13F-HRdocument
2026-07-22E Fund Management (Hong Kong) Co., Ltd.13F-HRdocument
2026-07-22Duncan Williams Asset Management, LLC13F-HRdocument
2026-07-22David Kennon Inc13F-HRdocument
2026-07-22DRIVE WEALTH MANAGEMENT, LLC13F-HRdocument
2026-07-22Curat Global, LLC13F-HRdocument
2026-07-22Cross Staff Investments Inc13F-HRdocument
2026-07-22Cornerstone Wealth Management, LLC13F-HRdocument
2026-07-22Consolidated Investment Group LLC13F-HRdocument
2026-07-22Conservest Capital Advisors, Inc.13F-HRdocument
2026-07-22Confluence Wealth Services, Inc.13F-HRdocument
2026-07-22Composition Wealth, LLC13F-HRdocument
2026-07-22Columbus Macro, LLC13F-HRdocument
2026-07-22Climber Capital SA13F-HRdocument
2026-07-22Clarendon Private LLC13F-HRdocument
2026-07-22Citizens National Bank Trust Department13F-HRdocument
2026-07-22Chris Bulman Inc13F-HRdocument
2026-07-22Chicago Capital Management, LLC13F-HRdocument
2026-07-22Chapman Investment Management, LLC13F-HRdocument
2026-07-22Catterton Management Company, L.L.C.13F-HRdocument
2026-07-22Catawba River Capital13F-HRdocument
2026-07-22Capital Squared Financial LLC13F-HRdocument
2026-07-22Capital Investment Services of America, Inc.13F-HRdocument
2026-07-22Canopy Partners, LLC13F-HRdocument
2026-07-22COLTON GROOME FINANCIAL ADVISORS, LLC13F-HRdocument
2026-07-22COERENTE CAPITAL MANAGEMENT13F-HRdocument
2026-07-22CENTRAL VALLEY ADVISORS, LLC13F-HRdocument
2026-07-22Capstone Holding Corp.13F-HRdocument
2026-07-22CALIBER WEALTH MANAGEMENT, LLC / KS13F-HRdocument
2026-07-22Bryant Woods Investment Advisors, LLC13F-HRdocument
2026-07-22Braeburn Wealth Management LLC13F-HRdocument
2026-07-22Bishop & Co Investment Management, LLC13F-HRdocument
2026-07-22BetterWealth, LLC13F-HRdocument
2026-07-22Benchmark Financial, LLC13F-HRdocument
2026-07-22Bellecapital International Ltd.13F-HRdocument
2026-07-22Beaumont Asset Management, L.L.C.13F-HRdocument
2026-07-22Beach Point Capital Management LP13F-HRdocument
2026-07-22Bayshore Capital Advisors, LLC13F-HRdocument
2026-07-22Base Wealth Management LLC13F-HRdocument
2026-07-22Balance Wealth Partners LLC13F-HRdocument
2026-07-22BOURGEON CAPITAL MANAGEMENT LLC13F-HRdocument
2026-07-22BANTA ASSET MANAGEMENT LP13F-HRdocument
2026-07-22Austin Wealth Management, LLC13F-HRdocument
2026-07-22Aureum Wealth Management, LLC13F-HRdocument
2026-07-22Atlatl Advisers LLC13F-HRdocument
2026-07-22Andera Partners13F-HRdocument
2026-07-22Altos Ventures Management, Inc.13F-HRdocument

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

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