investment.com

Latest filings

21,042 documents recorded

FiledCompanyFormSource
2026-07-21Triad Investment Management13F-HRdocument
2026-07-21TriaGen Wealth Management LLC13F-HRdocument
2026-07-21Traveka Wealth, LLC13F-HRdocument
2026-07-21Transmarket Holdings LP13F-HRdocument
2026-07-21Themes Management Co LLC13F-HRdocument
2026-07-21SummerHaven Investment Management, LLC13F-HRdocument
2026-07-21Shotwell Rutter Baer Inc13F-HRdocument
2026-07-21Seascape Capital Management13F-HRdocument
2026-07-21Sculati Wealth Management, LLC13F-HRdocument
2026-07-21Scarborough Advisors, LLC13F-HRdocument
2026-07-21SUMMITRY LLC13F-HRdocument
2026-07-21ST GERMAIN D J CO INC13F-HRdocument
2026-07-21SSA SWISS ADVISORS AG13F-HRdocument
2026-07-21SOUTHERN MICHIGAN BANK & TRUST13F-HRdocument
2026-07-21SIMS INVESTMENT MANAGEMENT, LLC13F-HRdocument
2026-07-21SHIKIAR ASSET MANAGEMENT INC13F-HRdocument
2026-07-21SECURITY BENEFIT LIFE INSURANCE CO /KS/13F-HRdocument
2026-07-21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI13F-HRdocument
2026-07-21SBE LLC DBA CEDAR COVE WEALTH PARTNERS13F-HRdocument
2026-07-21Sage Financial Management Group, Inc.13F-HRdocument
2026-07-21Rydar Equities, Inc.13F-HRdocument
2026-07-21Runnymede Capital Advisors, Inc.13F-HRdocument
2026-07-21Rodgers & Associates, LTD13F-HRdocument
2026-07-21Robeco Institutional Asset Management B.V.13F-HRdocument
2026-07-21River Street Advisors LLC13F-HRdocument
2026-07-21Retirement Management Systems Inc.13F-HRdocument
2026-07-21Refined Wealth Management13F-HRdocument
2026-07-21Red Mountain Financial, LLC13F-HRdocument
2026-07-21Raleigh Capital Management Inc.13F-HRdocument
2026-07-21RCW Management, LLC13F-HRdocument
2026-07-21Premier Path Wealth Partners, LLC13F-HRdocument
2026-07-21Pflug Koory, LLC13F-HRdocument
2026-07-21Pearl Planning LLC13F-HRdocument
2026-07-21Paradigm, Strategies in Wealth Management, LLC13F-HRdocument
2026-07-21Pangea Capital Gestao de Recursos Ltda.13F-HRdocument
2026-07-21PROATHLETE WEALTH MANAGEMENT LLC13F-HRdocument
2026-07-21PRECEDENT WEALTH PARTNERS, LLC13F-HRdocument
2026-07-21PHYSICIANS FINANCIAL SERVICES, INC.13F-HRdocument
2026-07-21PARUS FINANCE (UK) Ltd13F-HRdocument
2026-07-21Optas, LLC13F-HRdocument
2026-07-21Old Port Advisors13F-HRdocument
2026-07-21October Effect Ltd13F-HRdocument
2026-07-21Oak Thistle LLC13F-HRdocument
2026-07-21OLD SECOND NATIONAL BANK OF AURORA13F-HRdocument
2026-07-21OAK RIDGE INVESTMENTS LLC13F-HRdocument
2026-07-21Northland Capital Management LLC13F-HRdocument
2026-07-21Northern Capital Management, Inc.13F-HRdocument
2026-07-21NorthAvenue LLC13F-HRdocument
2026-07-21Nicholson Meyer Capital Management, Inc.13F-HRdocument
2026-07-21Newport Capital Group, LLC13F-HRdocument
2026-07-21NOVEM GROUP13F-HRdocument
2026-07-21NORRIS PERNE & FRENCH LLP/MI13F-HRdocument
2026-07-21Murphy Pohlad Asset Management LLC13F-HRdocument
2026-07-21Morton Brown Family Wealth, LLC13F-HRdocument
2026-07-21Morningstar Investment Management LLC13F-HRdocument
2026-07-21Millburn Ridgefield LLC /DE/13F-HRdocument
2026-07-21Meritas Wealth Management, LLC13F-HRdocument
2026-07-21Mendel Capital Management LLC13F-HRdocument
2026-07-21McGlone Suttner Wealth Management, Inc.13F-HRdocument
2026-07-21Marshall & Sterling Wealth Advisors Inc.13F-HRdocument
2026-07-21MONTRUSCO BOLTON INVESTMENTS INC.13F-HRdocument
2026-07-21MONEYWISE, INC.13F-HRdocument
2026-07-21MITCHELL SINKLER & STARR/PA13F-HRdocument
2026-07-21MATAURO, LLC13F-HRdocument
2026-07-21Lord & Richards Wealth Management, LLC13F-HRdocument
2026-07-21Lewis Asset Management, LLC13F-HRdocument
2026-07-21Leslie Global Wealth, LLC13F-HRdocument
2026-07-21Legacy Private Trust Co.13F-HRdocument
2026-07-21LEE DANNER & BASS INC13F-HRdocument
2026-07-21LEAVELL INVESTMENT MANAGEMENT, INC.13F-HRdocument
2026-07-21LAUREL OAK WEALTH MANAGEMENT, LLC13F-HRdocument
2026-07-21LANDAAS & CO /WI /ADV13F-HRdocument
2026-07-21LAFFER TENGLER INVESTMENTS, INC.13F-HRdocument
2026-07-21Kenora Financial, LLC13F-HRdocument
2026-07-21Katamaran Capital LLP13F-HRdocument
2026-07-21KIECKHEFER GROUP LLC13F-HRdocument
2026-07-21Jefferson Bridge Capital, LLC13F-HRdocument
2026-07-21JACKSON SQUARE CAPITAL, LLC13F-HRdocument
2026-07-21JABODON PT CO13F-HRdocument
2026-07-21J.W. COLE ADVISORS, INC.13F-HRdocument
2026-07-21INVESTMENT HOUSE LLC13F-HRdocument
2026-07-21IFM Investors Pty Ltd13F-HRdocument
2026-07-21Hyposwiss Advisors SA13F-HRdocument
2026-07-21Hudson Oak Wealth Advisory LLC13F-HRdocument
2026-07-21Hofer & Associates. Inc13F-HRdocument
2026-07-21Hingham Institution for Savings13F-HRdocument
2026-07-21Hillcrest Wealth Advisors - NY, LLC13F-HRdocument
2026-07-21Harrison Street Private Wealth LLC13F-HRdocument
2026-07-21HOWARD WEALTH MANAGEMENT, LLC13F-HRdocument
2026-07-21HMS Capital Management, LLC13F-HRdocument
2026-07-21HIGHLAND CAPITAL MANAGEMENT, LLC13F-HRdocument
2026-07-21HEFFERNAN ADVISORY, INC13F-HRdocument
2026-07-21HALBERT HARGROVE GLOBAL ADVISORS, LLC13F-HRdocument
2026-07-21Gunderson Capital Management LLC13F-HRdocument
2026-07-21Guardian Asset Advisors, LLC13F-HRdocument
2026-07-21Greenbush Financial Group, LLC13F-HRdocument
2026-07-21GREENLEAF TRUST13F-HRdocument
2026-07-21GEM Asset Management, LLC13F-HRdocument
2026-07-21Fulcrum Capital LLC13F-HRdocument
2026-07-21Founders Capital Management13F-HRdocument

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

Privacy controls

We use essential cookies for sign-in, security and saved features. Recent-search history and performance analytics are optional and off until you choose.

Read our privacy policy