Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
VIAWEALTH, LLC 2026 Q2 8/11/2026
Mathes Company, Inc. 2026 Q2 8/11/2026
KALEIDOSCOPE CAPITAL LP 2026 Q2 8/11/2026
Colonial Trust Co / SC 2026 Q2 8/11/2026
SCHOLTZ & COMPANY, LLC 2026 Q2 8/11/2026
Buckley Capital Advisors, LLC 2026 Q2 8/11/2026
Colonial Trust Advisors 2026 Q2 8/11/2026
Eddie Patel Inc 2026 Q2 8/11/2026
Horizon Family Wealth, Inc. 2026 Q2 8/11/2026
DAVIS SELECTED ADVISERS 2026 Q2 8/11/2026
EXCHANGE TRADED CONCEPTS, LLC 2026 Q2 - RESTATEMENT 8/11/2026
Atlantic Private Wealth, LLC 2026 Q2 8/11/2026
FCA CORP /TX 2026 Q2 8/11/2026
Advisory Alpha, LLC 2026 Q2 8/11/2026
Valpey Financial Services, LLC 2026 Q2 8/11/2026
MFF Capital Investments Ltd 2026 Q2 8/11/2026
Montaka Global Pty Ltd 2026 Q2 8/11/2026
Richmond Brothers, Inc. 2026 Q2 8/11/2026
360 Financial, Inc. 2026 Q2 8/11/2026
PharVision Advisers, LLC 2026 Q2 8/11/2026
Arsenal Capital Advisors LLC 2026 Q2 8/11/2026
Retirement Solution LLC 2026 Q2 8/11/2026
Khan Imran 2026 Q2 8/11/2026
Garden State Investment Advisory Services LLC 2026 Q2 8/11/2026
Sicart Associates LLC 2026 Q2 8/11/2026
B&I Capital AG 2026 Q2 8/11/2026
Glenview Trust Co 2026 Q2 8/11/2026
MONECO ADVISORS, LLC 2026 Q2 8/11/2026
Price Capital Management, Inc. 2026 Q2 8/11/2026
BLAIR WILLIAM & CO/IL 2026 Q2 8/11/2026
Carson Advisory Inc. 2026 Q2 8/11/2026
Milestone Resources Group Ltd 2026 Q2 8/11/2026
FreeGulliver LLC 2026 Q2 8/11/2026
Clarkston Capital Partners, LLC 2026 Q2 8/11/2026
Rothschild Wealth LLC 2026 Q2 8/11/2026
SWISS RE LTD 2026 Q2 8/11/2026
Proem Advisors LLC 2026 Q2 8/11/2026
Warberg Asset Management LLC 2026 Q2 8/11/2026
TOWLE & CO 2026 Q2 8/11/2026
Nuveen, LLC 2026 Q2 8/11/2026
Carolina Wealth Management Inc 2026 Q2 8/11/2026
Cunning Capital Partners, LP 2026 Q2 8/11/2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 2026 Q2 8/11/2026
Cornerstone Financial Group, LLC /NE/ 2026 Q2 8/11/2026
ITHAKA GROUP LLC 2026 Q2 8/11/2026
Core Wealth Advisors, Inc. 2026 Q2 8/11/2026
Select Asset Management & Trust 2026 Q2 8/11/2026
Swiss National Bank 2026 Q2 8/11/2026
SKBA CAPITAL MANAGEMENT LLC 2026 Q2 8/11/2026
FIRST FINANCIAL BANKSHARES INC 2026 Q2 8/11/2026
Novak & Powell Financial Services, Inc. 2026 Q2 8/11/2026
Tradition Wealth Management, LLC 2026 Q2 8/11/2026
First Bancorp, Inc /ME/ 2026 Q2 8/11/2026
Councilmark Asset Management, LLC 2026 Q2 8/11/2026
TRIGLAV INVESTMENTS, D.O.O. 2026 Q2 8/11/2026
Alfreton Capital LLP 2026 Q2 8/11/2026
OVERSEA-CHINESE BANKING Corp Ltd 2026 Q2 8/11/2026
XY Capital Ltd 2026 Q2 8/11/2026
ALGEBRIS (UK) LTD 2026 Q2 8/11/2026
AIP, LLC 2026 Q2 8/11/2026
ALGERT GLOBAL LLC 2023 Q4 - RESTATEMENT 8/10/2026
ALGERT GLOBAL LLC 2024 Q2 - RESTATEMENT 8/10/2026
ALGERT GLOBAL LLC 2024 Q3 - RESTATEMENT 8/10/2026
Latash Investments, LLC 2026 Q2 8/10/2026
PUZO MICHAEL J 2026 Q2 8/10/2026
MSH Capital Advisors LLC 2026 Q2 8/10/2026
ALGERT GLOBAL LLC 2024 Q4 - RESTATEMENT 8/10/2026
Foresight Global Investors, Inc. 2026 Q2 8/10/2026
ALGERT GLOBAL LLC 2025 Q1 - RESTATEMENT 8/10/2026
SOMERVILLE KURT F 2026 Q2 8/10/2026
ALGERT GLOBAL LLC 2025 Q2 - RESTATEMENT 8/10/2026
Financial Alternatives, Inc 2026 Q2 8/10/2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2026 Q2 8/10/2026
ALGERT GLOBAL LLC 2025 Q3 - RESTATEMENT 8/10/2026
ALGERT GLOBAL LLC 2025 Q4 - RESTATEMENT 8/10/2026
ALGERT GLOBAL LLC 2026 Q1 - RESTATEMENT 8/10/2026
Notis-McConarty Edward 2026 Q2 8/10/2026
Pasadena Private Wealth, LLC 2026 Q2 8/10/2026
Oriental Harbor Investment Master Fund 2026 Q2 8/10/2026
Nierenberg Investment Management Company, LLC 2026 Q2 8/10/2026
WESTPORT ASSET MANAGEMENT INC 2026 Q2 8/10/2026
SACHEM HILL LLC 2026 Q2 8/10/2026
E Fund Management Co., Ltd. 2026 Q2 8/10/2026
August Group Capital Ltd 2026 Q2 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2021 Q4 8/10/2026
Telligent Fund, LP 2026 Q2 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2022 Q1 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2022 Q2 8/10/2026
WFM ASIA (BVI) Ltd 2026 Q2 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2022 Q3 8/10/2026
Discovery Value Fund 2026 Q2 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2022 Q4 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2023 Q1 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2023 Q2 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2023 Q3 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2023 Q4 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2024 Q1 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2024 Q2 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2024 Q3 8/10/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2024 Q4 8/10/2026