investment.com

Latest filings

21,042 documents recorded

FiledCompanyFormSource
2026-07-20Poehling Capital Management, INC.13F-HRdocument
2026-07-20Phraction Management LLC13F-HRdocument
2026-07-20Palisade Asset Management, LLC13F-HRdocument
2026-07-20PREVAIL INNOVATIVE WEALTH ADVISORS, LLC13F-HRdocument
2026-07-20PRAIRIE ADVISORY, LLC13F-HRdocument
2026-07-20PKO Investment Management Joint-Stock Co13F-HRdocument
2026-07-20PING CAPITAL MANAGEMENT, INC.13F-HRdocument
2026-07-20PFS Partners, LLC13F-HRdocument
2026-07-20PCB Capital LLC13F-HRdocument
2026-07-20PATHWAY WEALTH MANAGEMENT LLC13F-HRdocument
2026-07-20PARK AVENUE SECURITIES LLC13F-HRdocument
2026-07-20Owl Creek Wealth Partners LLC13F-HRdocument
2026-07-20Objective Capital Management, LLC13F-HRdocument
2026-07-20OAK FAMILY ADVISORS, LLC13F-HRdocument
2026-07-20Nexus Investment Management ULC13F-HRdocument
2026-07-20Myriad Asset Management US LP13F-HRdocument
2026-07-20Myriad Asset Management Advisors LLC13F-HRdocument
2026-07-20Miura Global Management, LLC13F-HRdocument
2026-07-20MeadowBrook Investment Advisors LLC13F-HRdocument
2026-07-20Marshall Financial Group, LLC13F-HRdocument
2026-07-20MOODY LYNN LIEBERSON & WALKER, LLC13F-HRdocument
2026-07-20MISSION WEALTH MANAGEMENT, LP13F-HRdocument
2026-07-20Louisiana State Employees Retirement System13F-HRdocument
2026-07-20Live Oak Private Wealth LLC13F-HRdocument
2026-07-20Lifestyle Asset Management, Inc.13F-HRdocument
2026-07-20Koesten, Hirschmann & Crabtree, INC.13F-HRdocument
2026-07-20Keyes, Stange & Wooten Wealth Management, LLC13F-HRdocument
2026-07-20KRS Capital Management, LLC13F-HRdocument
2026-07-20KPS Global Asset Management UK Ltd13F-HRdocument
2026-07-20KAVAR CAPITAL PARTNERS GROUP, LLC13F-HRdocument
2026-07-20John W. Brooker & Co., CPAs13F-HRdocument
2026-07-20J2 Capital Management Inc13F-HRdocument
2026-07-20Interchange Capital Partners, LLC13F-HRdocument
2026-07-20Independent Wealth Network Inc.13F-HRdocument
2026-07-20ISTHMUS PARTNERS, LLC13F-HRdocument
2026-07-20INTACT INVESTMENT MANAGEMENT INC.13F-HRdocument
2026-07-20Human Investing LLC13F-HRdocument
2026-07-20Hixon Zuercher, LLC13F-HRdocument
2026-07-20High Point Wealth Management, LLC13F-HRdocument
2026-07-20High Ground Investment Management LLP13F-HRdocument
2026-07-20Hansen & Associates Financial Group, Inc.13F-HRdocument
2026-07-20HS Investments III Ltd13F-HRdocument
2026-07-20HARMONY ASSET MANAGEMENT LLC13F-HRdocument
2026-07-20HAMILTON CAPITAL PARTNERS, LLC13F-HRdocument
2026-07-20Graphene Investments SAS13F-HRdocument
2026-07-20Goldstein Advisors, LLC13F-HRdocument
2026-07-20Global Financial Private Client, LLC13F-HRdocument
2026-07-20Gibraltar Capital Management, Inc.13F-HRdocument
2026-07-20GUIDANCE CAPITAL, INC13F-HRdocument
2026-07-20GUARDIAN INVESTMENT MANAGEMENT13F-HRdocument
2026-07-20GFG Capital, LLC13F-HRdocument
2026-07-20Fortitude Family Office, LLC13F-HRdocument
2026-07-20First Nebraska Trust Co13F-HRdocument
2026-07-20First Nebraska Trust Co13F-HRdocument
2026-07-20Fiduciary Alliance LLC13F-HRdocument
2026-07-20Family CFO Inc13F-HRdocument
2026-07-20Founders Capital Management13F-HRdocument
2026-07-20FORBES J M & CO LLP13F-HRdocument
2026-07-20FIRST HORIZON CORP13F-HRdocument
2026-07-20FARMERS & MERCHANTS INVESTMENTS INC13F-HRdocument
2026-07-20Envestnet Portfolio Solutions, Inc.13F-HRdocument
2026-07-20Empirical Capital Management, LLC13F-HRdocument
2026-07-20Emerald Advisors, LLC13F-HRdocument
2026-07-20EQUITEC PROPRIETARY MARKETS, LLC13F-HRdocument
2026-07-20ENTRUST FINANCIAL LLC13F-HRdocument
2026-07-20DBA TRADING, LLC13F-HRdocument
2026-07-20Crane Advisory, LLC13F-HRdocument
2026-07-20Covenant Asset Management, LLC13F-HRdocument
2026-07-20Counterpoint Mutual Funds LLC13F-HRdocument
2026-07-20Connecticut Capital Management Group, LLC13F-HRdocument
2026-07-20Colony Family Offices, LLC13F-HRdocument
2026-07-20Clearwave Capital, LLC13F-HRdocument
2026-07-20Clarity Financial LLC13F-HRdocument
2026-07-20China-UAE Investment Cooperation Fund, L.P.13F-HRdocument
2026-07-20Castleview Partners, LLC13F-HRdocument
2026-07-20Capstone Holding Corp.13F-HRdocument
2026-07-20Canaan Partners XI LLC13F-HRdocument
2026-07-20CERTIOR FINANCIAL GROUP, LLC13F-HRdocument
2026-07-20Brindle & Bay Financial Advisors, LLC13F-HRdocument
2026-07-20Blackhawk Capital Partners, LLC13F-HRdocument
2026-07-20Bear Mountain Capital, Inc.13F-HRdocument
2026-07-20Barton Investment Management13F-HRdocument
2026-07-20BankPlus Wealth Management LLC13F-HRdocument
2026-07-20BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13F-HRdocument
2026-07-20BFSG, LLC13F-HRdocument
2026-07-20BCK Partners, Inc.13F-HRdocument
2026-07-20B.O.S.S. Retirement Advisors, LLC13F-HRdocument
2026-07-20Aull & Monroe Investment Management Corp13F-HRdocument
2026-07-20Ardent Capital Management, Inc.13F-HRdocument
2026-07-20Arcadia Wealth Management, LLC13F-HRdocument
2026-07-20Alpha Zero LLC13F-HRdocument
2026-07-20Alpha Omega Wealth Management LLC13F-HRdocument
2026-07-20Achmea Investment Management B.V.13F-HRdocument
2026-07-20Abacus Planning Group, Inc.13F-HRdocument
2026-07-20ASR Vermogensbeheer N.V.13F-HRdocument
2026-07-20ASPIRIANT, LLC13F-HRdocument
2026-07-20ARKANSAS FINANCIAL GROUP, INC.13F-HRdocument
2026-07-20ANDREWS, LUCIA WEALTH MANAGEMENT LLC13F-HRdocument
2026-07-20ACORN FINANCIAL ADVISORY SERVICES INC /ADV13F-HRdocument
2026-07-20ABC ARBITRAGE SA13F-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