Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 4/1/2026.

Manager Period Date filed
Thomas J. Herzfeld Advisors, Inc. 2026 Q1 5/12/2026
Ilmarinen Mutual Pension Insurance Co 2026 Q1 5/12/2026
Titan Investment Solutions Ltd 2026 Q1 5/12/2026
Provident Co of the Employees of the Hebrew University LTD 2026 Q1 5/12/2026
Haven Global Partners, LLC 2026 Q1 5/12/2026
TOBAM 2026 Q1 5/12/2026
Rathbones Group PLC 2026 Q1 5/12/2026
Arbiter Partners Capital Management LLC 2026 Q1 5/12/2026
Quantedge Capital Pte Ltd 2026 Q1 5/12/2026
Meiji Yasuda America Inc 2026 Q1 5/12/2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 2026 Q1 5/12/2026
Clal Insurance Enterprises Holdings Ltd 2026 Q1 5/12/2026
BAROMETER CAPITAL MANAGEMENT INC. 2026 Q1 5/12/2026
Telligent Fund, LP 2026 Q1 5/12/2026
Boundless Plain Holdings Ltd 2026 Q1 5/12/2026
Danica Pension, Livsforsikringsaktieselskab 2026 Q1 5/12/2026
Temasek Holdings (Private) Ltd 2026 Q1 5/12/2026
XY Capital Ltd 2026 Q1 5/12/2026
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD 2026 Q1 5/12/2026
TCG Capital Management, LP 2026 Q1 5/12/2026
Mitsubishi UFJ Asset Management Co., Ltd. 2026 Q1 5/12/2026
DANSKE BANK A/S 2026 Q1 5/12/2026
WFM ASIA (BVI) Ltd 2026 Q1 5/12/2026
Mitsubishi UFJ Trust & Banking Corp 2026 Q1 5/12/2026
AI-Squared Management Ltd 2026 Q1 5/12/2026
SUMITOMO LIFE INSURANCE CO 2026 Q1 5/12/2026
Persistent Asset Partners Ltd 2026 Q1 5/12/2026
CacheTech Inc. 2026 Q1 5/11/2026
INTEL CORP 2026 Q1 5/11/2026
Fortis Capital Management LLC 2026 Q1 5/11/2026
Phillip James Consulting Co. 2026 Q1 5/11/2026
Cascade Wealth Advisors, Inc 2026 Q1 5/11/2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC 2026 Q1 5/11/2026
CHASE INVESTMENT COUNSEL CORP 2026 Q1 5/11/2026
Investidor Profissional Gestao de Recursos Ltda. 2026 Q1 5/11/2026
Millennium Capital Advisors, LLC 2026 Q1 5/11/2026
SATURNA CAPITAL CORP 2026 Q1 5/11/2026
WESTPAC BANKING CORP 2026 Q1 5/11/2026
Cygnus Capital Advisors, LLC 2025 Q4 5/11/2026
a16z Perennial Management, L.P. 2026 Q1 5/11/2026
Magellan Asset Management Ltd 2026 Q1 5/11/2026
Insight Advisors, LLC/ PA 2026 Q1 5/11/2026
Marin Bay Wealth Advisors, LLC 2026 Q1 5/11/2026
SITTNER & NELSON, LLC 2026 Q1 5/11/2026
Womack Financial LLC 2026 Q1 5/11/2026
SAPPHIRE VENTURES, L.L.C. 2026 Q1 5/11/2026
Collier Financial 2026 Q1 5/11/2026
Alphinity Investment Management Pty Ltd 2026 Q1 5/11/2026
Greencape Capital Pty Ltd 2026 Q1 5/11/2026
Clark Wealth Partners 2026 Q1 5/11/2026
Rakuten Group, Inc. 2026 Q1 5/11/2026
Keeler Thomas Management LLC 2026 Q1 5/11/2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2026 Q1 5/11/2026
LightSquare Wealth Management, LLC 2026 Q1 5/11/2026
Athena Investment Management 2026 Q1 5/11/2026
Kennondale Capital Management LLC 2026 Q1 5/11/2026
CHANNEL WEALTH LLC 2026 Q1 5/11/2026
GCQ FUNDS MANAGEMENT PTY Ltd 2026 Q1 5/11/2026
Jeter Robert S II 2026 Q1 5/11/2026
Warwick Investment Management, Inc. 2026 Q1 5/11/2026
Long Corridor Asset Management Ltd 2026 Q1 5/11/2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2026 Q1 5/11/2026
BITTERROOT CAPITAL ADVISORS LLC 2026 Q1 5/11/2026
Green Court Capital Management Ltd 2026 Q1 5/11/2026
OGOREK ANTHONY JOSEPH /NY/ /ADV 2026 Q1 - RESTATEMENT 5/11/2026
National Pension Service 2026 Q1 5/11/2026
WIM INVESTMENT MANAGEMENT Ltd 2026 Q1 5/11/2026
Valliance Asset Management Ltd 2026 Q1 5/11/2026
Chicago Wealth Management, Inc. 2026 Q1 5/11/2026
Virginia Estate & Retirement Planning Advisors Inc. 2026 Q1 5/11/2026
Matthew 25 Management Corp 2026 Q1 5/11/2026
BRILLIANCE ASSET MANAGEMENT LTD 2026 Q1 5/11/2026
Circle Wealth Management, LLC 2026 Q1 5/11/2026
Step Capital Management Pte. Ltd. 2026 Q1 5/11/2026
Riggs Asset Managment Co. Inc. 2026 Q1 5/11/2026
Second Half Financial Partners, LLC 2026 Q1 5/11/2026
Stokes Family Office, LLC 2026 Q1 5/11/2026
CURIO WEALTH, LLC 2026 Q1 5/11/2026
GGM Financial LLC 2026 Q1 5/11/2026
Reyes Financial Architecture, Inc. 2026 Q1 5/11/2026
Schiavi & Co LLC 2026 Q1 5/11/2026
VeraBank, N.A. 2026 Q1 5/11/2026
FirstWave Capital Management LLC 2026 Q1 5/11/2026
Alpha Financial Advisors, LLC 2026 Q1 5/11/2026
Godfrey Financial Associates, Inc. 2026 Q1 5/11/2026
Cooper Capital Advisors LLC 2026 Q1 5/11/2026
WPWealth LLP 2026 Q1 5/11/2026
Silver Rock Financial LP 2026 Q1 5/11/2026
EVERMAY WEALTH MANAGEMENT LLC 2026 Q1 5/11/2026
GREAT LAKES ADVISORS, LLC 2026 Q1 5/11/2026
West Wealth Group, LLC 2026 Q1 5/11/2026
Per Stirling Capital Management, LLC. 2026 Q1 5/11/2026
INSPIRE TRUST CO, N.A. 2026 Q1 5/11/2026
Adams Wealth Management 2026 Q1 5/11/2026
Destiny Capital Corp/CO 2026 Q1 5/11/2026
CATALYST FINANCIAL PARTNERS LLC 2026 Q1 5/11/2026
Wealth Dimensions Group, Ltd. 2026 Q1 5/11/2026
111 Capital 2026 Q1 5/11/2026
Financial Perspectives, Inc 2026 Q1 5/11/2026
CERTUITY, LLC 2026 Q1 5/11/2026