Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Maren Capital LLC 2025 Q4 2/13/2026
Templeton & Phillips Capital Management, LLC 2025 Q4 2/13/2026
RFP Financial Group LLC 2025 Q4 2/13/2026
Axim Planning & Wealth 2025 Q4 2/13/2026
WPWealth LLP 2025 Q4 2/13/2026
Spahn Wealth & Retirement LLC 2025 Q4 2/13/2026
Avos Capital Management, LLC 2025 Q4 2/13/2026
Davis Asset Management, L.P. 2025 Q4 2/13/2026
Atlas Merchant Capital LLC 2025 Q4 2/13/2026
Forest Avenue Capital Management LP 2025 Q4 2/13/2026
INVICTUS PRIVATE WEALTH, LLC 2025 Q4 2/13/2026
Acumen Wealth Advisors, LLC 2025 Q4 2/13/2026
Infini Capital Management Ltd 2025 Q4 2/13/2026
Tradewinds, LLC. 2025 Q4 2/13/2026
W ADVISORS, LLC 2025 Q4 2/13/2026
Fortitude Advisory Group L.L.C. 2025 Q4 2/13/2026
Samsung C&T Corp 2025 Q4 2/13/2026
KEYSTONE INVESTORS PTE LTD 2025 Q4 2/13/2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2025 Q4 2/13/2026
Asset Allocation Strategies LLC 2025 Q4 2/13/2026
Pale Fire Capital SE 2025 Q4 2/13/2026
Beacon Capital Management, LLC 2025 Q4 2/13/2026
Carter Financial Group, INC. 2025 Q4 2/13/2026
ParaFi Capital LP 2025 Q4 2/13/2026
Integrity Financial Corp /WA 2025 Q4 2/13/2026
Atlas Venture Life Science Advisors, LLC 2025 Q4 2/13/2026
Tyro Capital Management LLC 2025 Q4 2/13/2026
Tyro Capital Management LLC 2025 Q4 - RESTATEMENT 2/13/2026
Vienna Asset Management LLC 2025 Q4 2/13/2026
Graham Holdings Co Master Retirement Trust 2025 Q4 2/13/2026
Meixler Investment Management, Ltd. 2025 Q4 2/13/2026
Clean Energy Transition LLP 2025 Q4 2/13/2026
Cladis Investment Advisory, LLC 2025 Q4 2/13/2026
TCM Advisors, LLC 2025 Q4 2/13/2026
Carroll Investors, Inc 2025 Q4 2/13/2026
Saber Capital Managment, LLC 2025 Q4 2/13/2026
HFG Advisors, Inc. 2025 Q4 2/13/2026
Eschler Asset Management LLP 2025 Q4 2/13/2026
John & Kathleen Schreiber Foundation 2025 Q4 2/13/2026
Harraden Circle Investments, LLC 2025 Q4 2/13/2026
PB INVESTMENT PARTNERS, L.P. 2025 Q4 2/13/2026
Vesey Street Capital Partners, L.L.C. 2025 Q4 2/13/2026
Guardian Wealth Management, Inc. 2025 Q4 2/13/2026
CARL STUART INVESTMENT ADVISOR, INC 2025 Q4 2/13/2026
Archvest Wealth Advisors, Inc. 2025 Q4 - RESTATEMENT 2/13/2026
Teca Partners, LP 2025 Q4 2/13/2026
Lauterbach Financial Advisors, LLC 2025 Q4 2/13/2026
DENVER WEALTH MANAGEMENT, INC. 2025 Q4 2/13/2026
Pitti Group Wealth Management, LLC 2025 Q4 2/13/2026
JOURNEY STRATEGIC WEALTH LLC 2025 Q4 2/13/2026
KIDS CAPITAL MANAGEMENT, L.P. 2025 Q4 2/13/2026
Barrier Capital Management, LLC 2025 Q4 2/13/2026
Gould Capital, LLC 2025 Q4 2/13/2026
Promethos Capital, LLC 2025 Q4 2/13/2026
Allie Family Office LLC 2025 Q4 2/13/2026
Laraway Financial Advisors Inc 2025 Q4 2/13/2026
Missouri Trust & Investment Co 2025 Q4 2/13/2026
Sovereign Investment Advisors, LLC 2025 Q4 2/13/2026
Mudita Advisors LLP 2025 Q4 2/13/2026
Eagle Bluffs Wealth Management LLC 2025 Q4 2/13/2026
SAXON INTERESTS, INC. 2025 Q4 2/13/2026
Liberty 77 Capital L.P. 2025 Q4 2/13/2026
WORLDLY PARTNERS MANAGEMENT, LLC 2025 Q4 2/13/2026
TPG GP A, LLC 2025 Q4 2/13/2026
H&F Corporate Investors X, Ltd. 2025 Q4 2/13/2026
VPR Management LLC 2025 Q4 2/13/2026
Saraza Management, LP 2025 Q4 2/13/2026
Frazier Life Sciences Management, L.P. 2025 Q4 2/13/2026
Iyo Bank, Ltd. 2025 Q4 2/13/2026
Madrona Venture Group, LLC 2025 Q4 2/13/2026
Lifeworks Advisors, LLC 2025 Q4 2/13/2026
Clear Street Group Inc. 2025 Q4 2/13/2026
Palliser Capital (UK) Ltd 2025 Q4 2/13/2026
L1 Global Manager Pty Ltd 2025 Q4 2/13/2026
Index Venture Growth Associates V Ltd 2025 Q4 2/13/2026
Goldstream Capital Management Ltd 2025 Q4 2/13/2026
FIFTHDELTA Ltd 2025 Q4 2/13/2026
Newport Capital Group, LLC 2025 Q4 - RESTATEMENT 2/13/2026
DC Funds, LP 2025 Q4 2/13/2026
CARRONADE CAPITAL MANAGEMENT, LP 2025 Q4 2/13/2026
Index Venture Growth Associates IV Ltd 2025 Q4 2/13/2026
Index Venture Life Associates VI Ltd 2025 Q4 2/13/2026
KENNICOTT CAPITAL MANAGEMENT LLC 2025 Q4 2/13/2026
Goehring & Rozencwajg Associates, LLC 2025 Q4 2/13/2026
NFJ INVESTMENT GROUP, LLC 2025 Q4 2/13/2026
Union Heritage Capital, LLC 2025 Q4 2/13/2026
FIFTH LANE CAPITAL, LP 2025 Q4 2/13/2026
ALTA FOX CAPITAL MANAGEMENT, LLC 2025 Q4 2/13/2026
Deep Track Capital, LP 2025 Q4 2/13/2026
Patient Capital Management, LLC 2025 Q4 2/13/2026
Lepercq De Neuflize Asset Management LLC 2025 Q4 2/13/2026
Ampfield Management, L.P. 2025 Q4 2/13/2026
Marnell Management LLC 2025 Q4 2/13/2026
Timelo Investment Management Inc. 2025 Q4 2/13/2026
Canaan Partners XI LLC 2025 Q4 2/13/2026
8 KNOTS MANAGEMENT, LLC 2025 Q4 2/13/2026
Navis Wealth Advisors, LLC 2025 Q4 2/13/2026
Velan Capital Investment Management LP 2025 Q4 2/13/2026
SkyView Investment Advisors, LLC 2025 Q3 2/13/2026
Hudson Portfolio Management LLC 2025 Q4 2/13/2026