Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
DELTA AIR LINES, INC. 2025 Q4 2/13/2026
BRISTOL JOHN W & CO INC /NY/ 2025 Q4 2/13/2026
CONTINENTAL GENERAL INSURANCE CO 2025 Q4 2/13/2026
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 2025 Q4 2/13/2026
ADAMS DIVERSIFIED EQUITY FUND, INC. 2025 Q4 2/13/2026
ADAMS NATURAL RESOURCES FUND, INC. 2025 Q4 2/13/2026
Greenline Wealth Management LLC 2025 Q4 2/13/2026
Ridge Creek Global, Inc 2025 Q4 2/13/2026
Livet Wealth, LLC 2025 Q4 2/13/2026
J.E. Simmons & Co., P.C. 2025 Q4 2/13/2026
Tenzing Financial LLC 2025 Q4 2/13/2026
OpenArc Corporate Advisory, LLC 2025 Q4 2/13/2026
Silver Grove Financial Group, Inc. 2025 Q3 2/13/2026
TritonPoint Partners, LLC 2025 Q4 2/13/2026
Quattro Advisors LLC 2025 Q4 2/13/2026
Langdon Equity Partners 2025 Q4 2/13/2026
Smith Partners Wealth Management, LLC 2025 Q4 2/13/2026
H Squared Management LP 2025 Q4 2/13/2026
NLB Skladi, upravljanje premozenja, d.o.o. 2025 Q4 2/13/2026
Storgate, LLC 2025 Q4 2/13/2026
E6 Portfolios, LLC 2025 Q4 2/13/2026
LiftPoint Family Wealth Advisors LLC 2025 Q4 2/13/2026
Markin Asset Management, LP 2025 Q4 2/13/2026
Selby Wealth Management, LLC 2025 Q4 2/13/2026
Excelsior Advisor Network LLC 2025 Q4 2/13/2026
Alchemi Wealth, LLC 2025 Q4 2/13/2026
Danmarks Nationalbank 2025 Q4 2/13/2026
Cornerstone Financial Management LLC 2025 Q4 2/13/2026
Altrafin AG 2025 Q4 2/13/2026
marrick wealth, LLC 2025 Q4 2/13/2026
Alliance Private Wealth, LLC 2025 Q4 2/13/2026
PCM Encore, LLC 2025 Q4 2/13/2026
Castlefield Investment Partners LLP 2025 Q4 2/13/2026
Stembrook Asset Management, LLC 2025 Q4 2/13/2026
Knox Lane LP 2025 Q4 2/13/2026
Three Arch Wealth Management LLC 2025 Q4 2/13/2026
WIREGRASS INVESTMENT MANAGEMENT LLC 2025 Q4 2/13/2026
BALANCE CAPITAL PARTNERS L.P. 2025 Q4 2/13/2026
Vistica Wealth Advisors, LLC 2025 Q4 2/13/2026
Alvarez & Marsal Private Wealth Partners, LLC 2025 Q4 2/13/2026
Winter & Associates, Inc. 2025 Q4 2/13/2026
MLP3, LLC 2025 Q4 2/13/2026
INTERCAPITAL, LLC 2025 Q4 2/13/2026
Piedmont Capital Management, LLC/NC 2025 Q4 2/13/2026
AGMAN CAPITAL LLC 2025 Q4 2/13/2026
Brehaut David Pascal 2025 Q4 2/13/2026
Kalehua Capital Management LLC 2025 Q4 2/13/2026
Burton Enright Welch 2025 Q4 2/13/2026
Safe Harbor Wealth Advisors, LLC 2025 Q4 2/13/2026
FOCUSED ALPHA, LLC 2025 Q4 2/13/2026
Titan Investment Solutions Ltd 2025 Q4 2/13/2026
Peak Planning Group, LLC 2025 Q4 2/13/2026
SHUTTLEWORTH & Co 2025 Q4 2/13/2026
Sinvest Investments II Ltd. 2025 Q4 2/13/2026
Alpine Fox Capital LLC 2025 Q4 2/13/2026
ES4, LLC 2025 Q4 2/13/2026
SVRN Asset Management, LLC 2025 Q4 2/13/2026
FirstWave Capital Management LLC 2025 Q4 2/13/2026
Acasta Partners UK LLP 2025 Q4 2/13/2026
Pitcairn Wealth Advisors LLC 2025 Q4 2/13/2026
Defilade Capital Management, L.P. 2025 Q4 2/13/2026
Bregal Sagemount IV General Partner Jersey Ltd 2025 Q4 2/13/2026
Occam Crest Management LP 2025 Q4 2/13/2026
Congruence Capital, LLC 2025 Q4 2/13/2026
TLT Family Holdco ULC 2025 Q4 2/13/2026
Islander Capital Partners, L.P. 2025 Q4 2/13/2026
Vestwell Advisors, LLC 2025 Q4 2/13/2026
SEG Family Corp. 2025 Q4 2/13/2026
LCC Family Corp. 2025 Q4 2/13/2026
DKRT Investments Corp. 2025 Q4 2/13/2026
PJT Investments Corp. 2025 Q4 2/13/2026
PERSPECTIVE WEALTH ADVISORS LLC 2025 Q4 2/13/2026
Pinpoint Asset Management (Singapore) Pte. Ltd. 2025 Q4 2/13/2026
Boreal Capital Management LLC 2025 Q3 2/13/2026
Wilkerson Advisory Group LLC 2025 Q4 2/13/2026
FTX Recovery Trust 2025 Q4 2/13/2026
BRIAN LOW FINANCIAL GROUP, LLC 2025 Q4 2/13/2026
180 GPS Investments IC Ltd 2025 Q4 2/13/2026
CDC Financial, Inc. 2025 Q4 2/13/2026
SNOWWATER INVESTMENT PARTNERS, LLC 2025 Q4 2/13/2026
Dockside LLC 2025 Q4 2/13/2026
Taproot Management LP 2025 Q4 2/13/2026
Zinnia Wealth Advisory, LLC 2025 Q4 2/13/2026
11.2 Capital Management, LLC 2025 Q4 2/13/2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2025 Q4 2/13/2026
Generations Wealth, LLC 2025 Q4 2/13/2026
Plum Street Advisors, LLC 2025 Q4 2/13/2026
QTR Family Wealth, LLC 2025 Q4 2/13/2026
Cordoba Advisory Partners LLC 2025 Q4 2/13/2026
ANB BANK 2025 Q4 2/13/2026
Ackerman Asset Management, LLC 2025 Q4 2/13/2026
Integrity Investment Advisors, LLC 2025 Q4 2/13/2026
Notable Capital Management, L.L.C. 2025 Q4 2/13/2026
RH Tailwind Management, LLC 2025 Q4 2/13/2026
Evelyn Partners Asset Management Ltd 2025 Q4 2/13/2026
Evelyn Partners Investment Management LLP 2025 Q4 2/13/2026
Evelyn Partners Investment Management Services Ltd 2025 Q4 2/13/2026
Evelyn Partners Investment Management (Europe) Ltd 2025 Q4 2/13/2026
TABLEAUX LLC 2025 Q4 2/13/2026
Affinity Partners GP LP 2025 Q4 2/13/2026