Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Wealth Management Strategies, Inc. 2025 Q4 2/17/2026
Chokshi & Queen Wealth Advisors, Inc 2025 Q4 2/17/2026
FEARNLEY ASSET MANAGEMENT AS 2025 Q4 2/17/2026
Arini Captial Management Ltd 2025 Q4 2/17/2026
Parvin Asset Management, LLC 2025 Q4 2/17/2026
MPWM ADVISORY SOLUTIONS, LLC 2025 Q4 2/17/2026
Advaya LLP 2025 Q4 2/17/2026
Argosy-Lionbridge Management, LLC 2025 Q4 2/17/2026
Delaware Ladera Management Company, Inc. 2025 Q4 2/17/2026
Redwood Park Advisors LLC 2025 Q4 2/17/2026
TFJ Management, LLC 2025 Q4 2/17/2026
Persistent Asset Partners Ltd 2025 Q4 2/17/2026
M37 Management LP 2025 Q4 2/17/2026
PKO BP BANKOWY Universal Pension Society JSC 2025 Q3 2/17/2026
PKO BP BANKOWY Universal Pension Society JSC 2025 Q2 2/17/2026
PKO BP BANKOWY Universal Pension Society JSC 2025 Q1 2/17/2026
PKO BP BANKOWY Universal Pension Society JSC 2024 Q4 2/17/2026
KHIS Custodian LP 2025 Q4 2/17/2026
Momentous Wealth Management, Inc. 2025 Q4 2/17/2026
SwitchPoint Financial Planning, LLC 2025 Q4 2/17/2026
Range Rock Capital, LLC 2025 Q4 2/17/2026
Teucrium Investment Advisors, LLC 2025 Q4 2/17/2026
Twin Lions Management LLC 2025 Q4 2/17/2026
ACORN CAPITAL ADVISORS, LLC 2025 Q4 2/17/2026
Longaeva Partners L.P. 2025 Q4 2/17/2026
one8zero8, LLC 2025 Q4 2/17/2026
Whipplewood Advisors, LLC 2025 Q4 2/17/2026
SummitTX Capital, L.P. 2025 Q4 2/17/2026
Elmind Capital, LP 2025 Q4 2/17/2026
Stark Wealth Management LLC 2024 Q4 2/17/2026
Stark Wealth Management LLC 2025 Q3 2/17/2026
Stark Wealth Management LLC 2025 Q4 2/17/2026
Squadron Capital Management LLC 2025 Q4 2/17/2026
VestGen Advisors, LLC 2025 Q4 2/17/2026
Incision Capital Management LP 2025 Q4 2/17/2026
Mercuria Capital Strategies, LLC 2025 Q4 - RESTATEMENT 2/17/2026
LYNWOOD PRICE CAPITAL MANAGEMENT LP 2025 Q4 2/17/2026
Irth Capital Management LP 2025 Q4 2/17/2026
Copley Financial Group, Inc. 2025 Q4 2/17/2026
Dauntless Investment Group, LLC 2025 Q4 2/17/2026
Garden Investment Management, L.P. 2025 Q4 2/17/2026
LFG Wealth Partners, LLC 2025 Q4 2/17/2026
Palidye Holdings (Caymans) Ltd 2025 Q4 2/17/2026
B Group, Inc. 2025 Q4 2/17/2026
Stoic Point Capital Management LLC 2025 Q4 2/17/2026
Emmett Investment Management, LP 2025 Q4 2/17/2026
MARQUETTE ASSOCIATES, INC. 2025 Q4 2/17/2026
Whitebark Investors LP 2025 Q4 2/17/2026
American Alpha Advisors, LLC 2025 Q4 2/17/2026
American Alpha Advisors, LLC 2025 Q4 - RESTATEMENT 2/17/2026
Talos Eurisko Asset Management LP 2025 Q4 2/17/2026
Aster Capital Management (DIFC) Ltd 2025 Q4 2/17/2026
Camrose Capital Investment Partners LLP 2025 Q4 2/17/2026
Wealth Watch Advisors, INC 2025 Q4 2/17/2026
GordonMD Global Investments LP 2025 Q4 2/17/2026
Massar Capital Management, LP 2025 Q4 2/17/2026
Ananym Capital Management, LP 2025 Q4 2/17/2026
KP Management LLC 2025 Q4 2/17/2026
Brooklands Fund Management Ltd 2025 Q4 2/17/2026
Headwater Capital Co Ltd 2025 Q4 - RESTATEMENT 2/17/2026
Safe Harbor Fiduciary, LLC 2025 Q4 2/17/2026
Brown Financial Advisors 2025 Q4 2/17/2026
BLKBRD Asset Management, LP 2025 Q4 2/17/2026
Albar Capital Partners LLP 2025 Q4 2/17/2026
MUSTICO FINANCIAL GROUP, INC. 2025 Q4 2/17/2026
WealthCare Asset Management, LLC 2025 Q4 2/17/2026
William B. Walkup & Associates, Inc. 2025 Q4 2/17/2026
Northwest & Ethical Investments L.P. 2025 Q4 - RESTATEMENT 2/17/2026
Blue Investment Opportunities, LLC - Project Breeze Series 1 2025 Q4 2/17/2026
Rubicon Founders LLC 2025 Q4 2/17/2026
Kintayl Capital LP 2025 Q4 2/17/2026
Fairscale Capital, LLC 2025 Q4 2/17/2026
Orion Resource Partners LP 2025 Q4 2/17/2026
Corigliano Investment Advisers, LLC 2025 Q4 2/17/2026
Codex Capital Asset Management L.L.C. 2025 Q4 2/17/2026
Sphera Management Technology Funds Ltd 2025 Q4 2/17/2026
ADAPT Investment Managers SA 2025 Q4 2/17/2026
Science & Technology Partners, L.P. 2025 Q4 2/17/2026
Kurv Investment Management LLC 2025 Q4 2/17/2026
Sophron Capital Management L.P. 2025 Q4 2/17/2026
Meridiem Capital Partners LP 2025 Q4 2/17/2026
KCM Capital Inc 2025 Q4 2/17/2026
Talaria Asset Management Pty Ltd 2025 Q4 2/17/2026
Inherent Management Corp. 2025 Q4 2/17/2026
Sone Capital Management, LLC 2025 Q4 2/17/2026
DIADEMA PARTNERS LP 2025 Q4 2/17/2026
PERSHING SQUARE HOLDCO, L.P. 2025 Q4 2/17/2026
Greater Midwest Financial Group, LLC 2025 Q4 2/17/2026
Jain Global LLC 2025 Q4 2/17/2026
ABOUND FINANCIAL, LLC 2025 Q4 - RESTATEMENT 2/17/2026
NCP Inc. 2025 Q4 2/17/2026
LANDMARK INVESTMENT PARTNERS, L.P. 2025 Q4 2/17/2026
CVC Management Holdings II Ltd. 2025 Q4 2/17/2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS 2025 Q4 2/17/2026
New Insight Wealth Advisors 2025 Q4 2/17/2026
Haveli Investment Management LLC 2025 Q4 2/17/2026
FTV Management Company, L.P. 2025 Q4 2/17/2026
Mittelman Wealth Management 2025 Q4 2/17/2026
Seven Six Capital Management, LLC 2025 Q4 2/17/2026
O'Domhnaill Enterprises, Inc. 2025 Q4 2/17/2026