Latest 13F Filings

Since 7/1/2026

Manager Period Date Filed
Atomic Invest LLC 2026 Q2 9/25/2026
Atomic Invest LLC 2026 Q1 9/24/2026
Bullock Wealth Management Group 2024 Q1 9/24/2026
Bullock Wealth Management Group 2024 Q2 9/24/2026
Bullock Wealth Management Group 2024 Q3 9/24/2026
Bullock Wealth Management Group 2024 Q4 9/24/2026
Bullock Wealth Management Group 2025 Q1 9/24/2026
Bullock Wealth Management Group 2025 Q2 9/24/2026
Bullock Wealth Management Group 2025 Q3 9/24/2026
ENVESTNET ASSET MANAGEMENT INC 2026 Q2 - RESTATEMENT 9/23/2026
Envestnet Portfolio Solutions, Inc. 2026 Q2 - RESTATEMENT 9/23/2026
QRG CAPITAL MANAGEMENT, INC. 2026 Q2 - RESTATEMENT 9/23/2026
PENSIOENFONDS RAIL & OV 2025 Q1 9/23/2026
PENSIOENFONDS RAIL & OV 2024 Q4 9/23/2026
Innovative Advisory Group, LLC 2024 Q4 9/22/2026
Innovative Advisory Group, LLC 2025 Q1 9/22/2026
Innovative Advisory Group, LLC 2025 Q2 9/22/2026
Innovative Advisory Group, LLC 2025 Q3 9/22/2026
Innovative Advisory Group, LLC 2025 Q4 9/22/2026
Deeter Investments LLP 2026 Q1 9/22/2026
PENSIOENFONDS RAIL & OV 2024 Q3 - RESTATEMENT 9/22/2026
PENSIOENFONDS RAIL & OV 2024 Q2 - RESTATEMENT 9/22/2026
PENSIOENFONDS RAIL & OV 2024 Q1 - RESTATEMENT 9/22/2026
PENSIOENFONDS RAIL & OV 2023 Q4 - RESTATEMENT 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2022 Q4 9/22/2026
Andra AP-fonden 2026 Q2 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2023 Q4 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2024 Q4 9/22/2026
STATE STREET CORP 2026 Q2 - RESTATEMENT 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2024 Q3 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2023 Q3 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2024 Q2 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2023 Q2 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2025 Q1 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2024 Q1 9/22/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2023 Q1 9/22/2026
Innovative Advisory Group, LLC 2026 Q1 9/21/2026
Innovative Advisory Group, LLC 2026 Q2 9/21/2026
PENSIOENFONDS RAIL & OV 2023 Q3 - RESTATEMENT 9/21/2026
MAC Alpha Capital Management, LP 2026 Q2 - RESTATEMENT 9/21/2026
Premier Financial Group 2026 Q2 9/21/2026
PENSIOENFONDS RAIL & OV 2023 Q2 - RESTATEMENT 9/21/2026
Silicon Valley Capital Partners 2026 Q2 9/21/2026
PENSIOENFONDS RAIL & OV 2023 Q1 - RESTATEMENT 9/21/2026
Altar Rock LLC 2026 Q2 9/21/2026
Altar Rock LLC 2026 Q1 9/21/2026
Altar Rock LLC 2025 Q4 9/21/2026
SECURITY NATIONAL BANK OF SO DAK 2026 Q2 9/18/2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2026 Q2 9/18/2026
Kirkwood Financial Services 2025 Q3 9/18/2026
BOSTON RESEARCH & MANAGEMENT INC 2024 Q3 - NEW HOLDINGS 9/18/2026
OP Asset Management Ltd 2025 Q3 - RESTATEMENT 9/18/2026
OP Asset Management Ltd 2025 Q2 - RESTATEMENT 9/18/2026
OP Asset Management Ltd 2025 Q1 - RESTATEMENT 9/18/2026
Atomic Invest LLC 2025 Q4 9/17/2026
WELLINGTON-ALTUS USA INC. 2026 Q2 9/17/2026
WELLINGTON-ALTUS USA INC. 2026 Q1 9/17/2026
WELLINGTON-ALTUS USA INC. 2025 Q4 9/17/2026
Kirkwood Financial Services 2026 Q1 9/16/2026
Kirkwood Financial Services 2025 Q4 9/16/2026
Old Mission Investment Co LLC 2026 Q1 9/16/2026
Old Mission Investment Co LLC 2025 Q4 9/16/2026
Old Mission Investment Co LLC 2025 Q3 9/16/2026
Old Mission Investment Co LLC 2025 Q2 9/16/2026
Old Mission Investment Co LLC 2025 Q1 9/16/2026
Old Mission Investment Co LLC 2024 Q4 9/16/2026
Old Mission Investment Co LLC 2024 Q3 9/16/2026
Old Mission Investment Co LLC 2024 Q2 9/16/2026
Old Mission Investment Co LLC 2024 Q1 9/16/2026
Old Mission Investment Co LLC 2023 Q4 9/16/2026
Old Mission Investment Co LLC 2023 Q3 9/16/2026
Old Mission Investment Co LLC 2023 Q2 9/16/2026
Old Mission Investment Co LLC 2023 Q1 9/16/2026
Old Mission Investment Co LLC 2022 Q4 9/16/2026
Old Mission Investment Co LLC 2022 Q3 9/16/2026
Old Mission Investment Co LLC 2022 Q2 9/16/2026
Old Mission Investment Co LLC 2022 Q1 9/16/2026
Old Mission Investment Co LLC 2021 Q4 9/16/2026
Old Mission Investment Co LLC 2021 Q3 9/16/2026
Old Mission Investment Co LLC 2021 Q2 9/16/2026
Old Mission Investment Co LLC 2021 Q1 9/16/2026
Old Mission Investment Co LLC 2020 Q4 9/16/2026
Old Mission Investment Co LLC 2020 Q3 9/16/2026
Old Mission Investment Co LLC 2020 Q2 9/16/2026
Old Mission Investment Co LLC 2020 Q1 9/16/2026
Old Mission Investment Co LLC 2019 Q4 9/16/2026
Old Mission Investment Co LLC 2019 Q3 9/16/2026
HBK INVESTMENTS L P 2026 Q2 - RESTATEMENT 9/16/2026
HBK INVESTMENTS L P 2025 Q3 - NEW HOLDINGS 9/16/2026
IKE Capital, LLC 2026 Q2 9/16/2026
IKE Capital, LLC 2026 Q1 9/16/2026
Twin Peaks Capital Ltd 2026 Q2 9/16/2026
Twin Peaks Capital Ltd 2026 Q1 9/16/2026
Twin Peaks Capital Ltd 2025 Q4 9/16/2026
Anchor Investment Management, LLC 2026 Q2 9/15/2026
Reynders McVeigh Capital Management, LLC 2026 Q2 9/15/2026
Arbiter Partners Capital Management LLC 2026 Q2 - NEW HOLDINGS 9/15/2026
Cherry Tree Wealth Management, LLC 2026 Q2 9/15/2026
SkyView Investment Advisors, LLC 2026 Q2 9/14/2026
Bullseye Investment Management, LLC 2026 Q1 9/14/2026