Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 7/1/2026.

Manager Period Date filed
Norman Fields, Gottscho Capital Management, LLC 2026 Q2 7/8/2026
First Nebraska Trust Co 2019 Q1 7/8/2026
ATWOOD & PALMER INC 2026 Q2 7/8/2026
Gradient Investments LLC 2026 Q2 7/8/2026
Norway Savings Bank 2026 Q2 7/8/2026
Beaird Harris Wealth Management, LLC 2026 Q2 7/8/2026
MRA Advisory Group 2026 Q2 7/8/2026
First Nebraska Trust Co 2019 Q2 7/8/2026
TL Private Wealth 2026 Q2 7/8/2026
Flaharty Asset Management, LLC 2026 Q2 7/8/2026
Worth Asset Management, LLC 2026 Q2 7/8/2026
Agate Pass Investment Management, LLC 2026 Q2 7/8/2026
Private Wealth Group, LLC 2026 Q2 7/8/2026
Seilern Investment Management Ltd 2026 Q2 7/8/2026
Crumly & Associates Inc. 2026 Q2 7/8/2026
Polianta Ltd 2026 Q2 7/8/2026
Valeo Financial Advisors, LLC 2026 Q2 7/8/2026
Lexington Hill Partners, LLC 2026 Q2 7/8/2026
Affinity Capital Advisors, LLC 2026 Q2 7/8/2026
Sunburst Financial Group, LLC 2026 Q2 7/8/2026
Strategic Point Investment Advisors, LLC 2026 Q2 7/8/2026
Breakwater Capital Group 2026 Q2 7/8/2026
Ledgewood Wealth Advisors, LLC 2026 Q2 7/8/2026
Pine Haven Investment Counsel, Inc 2026 Q2 7/8/2026
Legacy Wealth Management, LLC / MS 2026 Q2 7/8/2026
OxenFree Capital LLC 2026 Q2 7/8/2026
First National Bank of Mount Dora, Trust Investment Services 2026 Q2 7/8/2026
West Financial Advisors, LLC 2026 Q2 7/8/2026
Windsor Capital Management, LLC 2026 Q2 7/8/2026
Hennion & Walsh Asset Management, Inc. 2026 Q2 7/8/2026
Danmarks Nationalbank 2026 Q2 7/8/2026
Assenagon Asset Management S.A. 2026 Q2 7/8/2026
Apella Capital, LLC 2026 Q2 7/8/2026
Mallini Complete Financial Planning LLC 2026 Q2 7/8/2026
Mirabaud & Cie SA 2026 Q2 7/8/2026
PensionDanmark Pensionsforsikringsaktieselskab 2026 Q1 7/8/2026
PensionDanmark Pensionsforsikringsaktieselskab 2025 Q4 7/8/2026
Shearwater Capital LLC 2026 Q2 7/8/2026
PensionDanmark Pensionsforsikringsaktieselskab 2026 Q2 7/8/2026
Luma Capital S.A. - SPF 2026 Q2 7/8/2026
Czech National Bank 2026 Q2 7/8/2026
WELLS FARGO & COMPANY/MN 2026 Q1 - RESTATEMENT 7/8/2026
PKO BP BANKOWY Universal Pension Society JSC 2026 Q2 7/8/2026
Neumann Advisory Hong Kong Ltd 2026 Q2 7/8/2026
Matthew Goff Investment Advisor, LLC 2026 Q2 7/7/2026
Elmwood Wealth Management, Inc. 2026 Q2 7/7/2026
Attessa Capital LLC 2026 Q2 7/7/2026
ACT WEALTH MANAGEMENT, LLC 2026 Q2 7/7/2026
NerdWallet Wealth Partners, LLC 2026 Q2 7/7/2026
Castle Rock Wealth Management, LLC 2026 Q2 7/7/2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2026 Q2 7/7/2026
RVW Wealth, LLC 2026 Q2 7/7/2026
Twin Cities Retirement Group LLC 2026 Q2 7/7/2026
DWR WEALTH MANAGEMENT, LLC 2026 Q2 7/7/2026
Praetorian Wealth Management, Inc. 2026 Q2 7/7/2026
Factor Wealth Management LTD 2026 Q2 7/7/2026
Ryan Investment Management, Inc. 2026 Q2 7/7/2026
CULTIVAR CAPITAL, INC. 2026 Q2 7/7/2026
Cohen Capital Management, Inc. 2026 Q2 7/7/2026
ELEVATION WEALTH PARTNERS, LLC 2026 Q2 7/7/2026
Madison Park Capital Advisors, LLC 2026 Q2 7/7/2026
INTEGRAL INVESTMENT ADVISORS, INC. 2026 Q2 7/7/2026
M.E. ALLISON & CO., INC. 2026 Q2 7/7/2026
Trinity Wealth Management, LLC 2026 Q2 7/7/2026
Quad-Cities Investment Group, LLC 2026 Q2 7/7/2026
Mirador Capital Partners LP 2026 Q2 7/7/2026
Pioneer Wealth Management Group 2026 Q2 7/7/2026
Systrade AG 2026 Q2 7/7/2026
INSPIRION WEALTH ADVISORS, LLC 2026 Q2 7/7/2026
TLWM 2026 Q2 7/7/2026
Graves Light Lenhart Wealth, Inc. 2026 Q2 7/7/2026
McNaughton Wealth Management, LLC 2026 Q2 7/7/2026
WILLNER & HELLER, LLC 2026 Q2 7/7/2026
FOCUS Wealth Advisors, LLC 2026 Q2 7/7/2026
Dynamic Advisor Solutions LLC 2026 Q2 7/7/2026
Balefire, LLC 2026 Q2 7/7/2026
DMKC Advisory Services, LLC 2026 Q2 7/7/2026
JGP Wealth Management, LLC 2026 Q2 7/7/2026
Hamlin Capital Management, LLC 2026 Q2 7/7/2026
Foster Group, Inc. 2026 Q2 7/7/2026
SFM, LLC 2026 Q2 7/7/2026
Bill Few Associates, Inc. 2026 Q2 7/7/2026
Post Resch Tallon Group Inc. 2026 Q2 7/7/2026
First Citizens Financial Corp 2026 Q2 7/7/2026
180 WEALTH ADVISORS, LLC 2026 Q2 7/7/2026
Fermata Advisors, LLC 2026 Q2 7/7/2026
Trust Asset Management LLC 2026 Q2 7/7/2026
David J Yvars Group 2026 Q2 7/7/2026
Mechanics Bank Trust Department 2026 Q2 7/7/2026
Paller Financial Services Inc 2026 Q2 7/7/2026
SANDERS MORRIS HARRIS LLC 2026 Q2 7/7/2026
Thrive Wealth Management, LLC 2026 Q2 7/7/2026
Hardin Capital Partners, LLC 2026 Q2 7/7/2026
SHAYNE & JACOBS, LLC 2026 Q2 7/7/2026
Gainplan LLC 2026 Q2 7/7/2026
CHAPIN DAVIS, INC. 2026 Q2 7/7/2026
INTEGRATED CAPITAL MANAGEMENT, INC. 2026 Q2 7/7/2026
Archer Investment Management, LLC 2026 Q2 7/7/2026
Lincoln Capital LLC 2026 Q2 7/7/2026
Stonehearth Capital Management, LLC 2026 Q2 7/7/2026