Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
SFE Investment Counsel 2025 Q4 2/5/2026
Stephens Investment Management Group LLC 2025 Q4 2/5/2026
Hills Bank & Trust Co 2025 Q4 2/5/2026
Rakuten Group, Inc. 2025 Q4 2/5/2026
Monarch Alternative Capital LP 2025 Q3 - RESTATEMENT 2/5/2026
NOESIS CAPITAL MANGEMENT CORP 2025 Q4 2/5/2026
Mount Lucas Management LP 2025 Q4 2/5/2026
Groupe Bruxelles Lambert 2025 Q4 2/5/2026
LEUTHOLD GROUP, LLC 2025 Q4 2/5/2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2025 Q4 2/5/2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 2025 Q4 2/5/2026
STEGINSKY CAPITAL LLC 2025 Q4 2/5/2026
STONERIDGE INVESTMENT PARTNERS LLC 2025 Q4 2/5/2026
STALEY CAPITAL ADVISERS INC 2025 Q4 2/5/2026
HENDLEY & CO INC 2025 Q4 2/5/2026
S&CO INC 2025 Q4 2/5/2026
GABELLI FUNDS LLC 2025 Q4 2/5/2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2025 Q4 2/5/2026
BESSEMER GROUP INC 2025 Q4 2/5/2026
BARR E S & CO 2025 Q4 2/5/2026
ROBERTS GLORE & CO INC /IL/ 2025 Q4 2/5/2026
Avantax Planning Partners, Inc. 2025 Q4 2/5/2026
VALLEY WEALTH MANAGERS, INC. 2025 Q4 2/4/2026
HARTFORD INVESTMENT MANAGEMENT CO 2025 Q4 2/4/2026
SCHWARTZ INVESTMENT COUNSEL INC 2025 Q4 2/4/2026
NICHOLAS COMPANY, INC. 2025 Q4 2/4/2026
SENTRY INVESTMENT MANAGEMENT LLC 2025 Q4 2/4/2026
PERKINS CAPITAL MANAGEMENT INC 2025 Q4 2/4/2026
Atlantic Union Bankshares Corp 2025 Q4 2/4/2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2025 Q4 2/4/2026
WASHINGTON TRUST BANK 2025 Q4 2/4/2026
MUFG Bank, Ltd. 2025 Q4 2/4/2026
WESTPORT ASSET MANAGEMENT INC 2025 Q4 2/4/2026
BAILARD, INC. 2025 Q4 2/4/2026
MONEY CONCEPTS CAPITAL CORP 2025 Q4 2/4/2026
MITSUBISHI UFJ FINANCIAL GROUP INC 2025 Q4 2/4/2026
Simcoe Capital LLC 2025 Q4 2/4/2026
Stonebridge Financial Group, LLC / MO 2025 Q4 2/4/2026
BRC-Global BAH Investments Ltd. 2025 Q4 2/4/2026
Clark Wealth Partners 2025 Q4 2/4/2026
Clark Wealth Partners 2025 Q3 2/4/2026
Clark Wealth Partners 2025 Q2 2/4/2026
Clark Wealth Partners 2025 Q1 2/4/2026
Clark Wealth Partners 2024 Q4 2/4/2026
Womack Financial LLC 2025 Q3 2/4/2026
Womack Financial LLC 2025 Q2 2/4/2026
Womack Financial LLC 2025 Q1 2/4/2026
Womack Financial LLC 2024 Q4 2/4/2026
Ballast Rock Private Wealth LLC 2025 Q4 2/4/2026
Ebert Capital Management Inc. 2025 Q4 2/4/2026
Investment Advisory Services Group LLC 2025 Q4 2/4/2026
NWM ADVISORS, LLC 2025 Q4 2/4/2026
Englebert Financial Advisers, LLC 2025 Q4 2/4/2026
Kepler Cheuvreux (Suisse) SA 2025 Q4 2/4/2026
Peak Wealth Management LLC 2025 Q4 2/4/2026
SUMMIT WEALTH GROUP LLC / CO 2025 Q4 2/4/2026
Midwest Trust Co 2025 Q4 2/4/2026
HORAN Wealth, LLC 2025 Q4 2/4/2026
BIRCHBROOK, INC. 2025 Q4 2/4/2026
BYRNE FINANCIAL FREEDOM, LLC 2025 Q4 2/4/2026
AGH Wealth Advisors, LLC 2025 Q4 2/4/2026
Dogwood Wealth Management LLC 2025 Q4 2/4/2026
Fourth Dimension Wealth, LLC 2025 Q4 2/4/2026
Topsail Wealth Management, LLC 2025 Q4 2/4/2026
Tepp RIA, LLC 2025 Q4 2/4/2026
CERTIOR FINANCIAL GROUP, LLC 2025 Q4 2/4/2026
PEREGRINE INVESTMENT MANAGEMENT INC 2025 Q4 2/4/2026
Purkiss Capital Advisors LLC 2025 Q4 2/4/2026
OFC FINANCIAL PLANNING, LLC 2025 Q4 2/4/2026
BankPlus Wealth Management LLC 2025 Q4 2/4/2026
ABC ARBITRAGE SA 2025 Q4 2/4/2026
Jacksonville Wealth Management, LLC 2025 Q4 2/4/2026
AG2R LA MONDIALE GESTION D'ACTIFS 2025 Q4 2/4/2026
Pandora Wealth, Inc. 2025 Q4 2/4/2026
Osprey Private Wealth LLC 2025 Q4 2/4/2026
Timonier Family Office, LTD. 2025 Q4 2/4/2026
LIFE LINE WEALTH MANAGEMENT LLC 2025 Q4 2/4/2026
Cascades Capital Asset Management, LLC 2025 Q4 2/4/2026
Ashoka WhiteOak Capital Pte Ltd 2025 Q4 2/4/2026
GCQ FUNDS MANAGEMENT PTY Ltd 2025 Q4 2/4/2026
Cannon Financial Strategists, Inc. 2025 Q4 2/4/2026
American Family Investments, Inc. 2025 Q4 2/4/2026
Katamaran Capital LLP 2025 Q4 2/4/2026
RAELIPSKIE PARTNERSHIP 2025 Q4 2/4/2026
LRI Investments, LLC 2025 Q4 2/4/2026
Income Insurance Ltd 2025 Q4 2/4/2026
49 WEALTH MANAGEMENT, LLC 2025 Q4 2/4/2026
Gratus Wealth Advisors, LLC 2025 Q4 2/4/2026
GGM Financials LLC 2025 Q4 2/4/2026
Cascade Wealth Advisors, Inc 2025 Q4 2/4/2026
Glass Wealth Management Co LLC 2025 Q4 2/4/2026
VanderPol Investments L.L.C. 2025 Q4 2/4/2026
Heritage Wealth Management, Inc. /CA/ 2025 Q4 2/4/2026
PATRICK M SWEENEY & ASSOCIATES, INC 2025 Q4 2/4/2026
OPINICUS CAPITAL, INC. 2025 Q4 2/4/2026
Berry Wealth Group, LP 2025 Q4 2/4/2026
Foundry Financial Group, Inc. 2025 Q4 2/4/2026
CAP Partners, LLC 2025 Q4 2/4/2026
Urban Financial Advisory Corp 2025 Q4 2/4/2026
Brummer Multi-Strategy AB 2025 Q4 2/4/2026