Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
RAFFA WEALTH MANAGEMENT, LLC 2016 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2016 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2016 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2017 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2017 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2017 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2017 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2018 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2018 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2018 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2018 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2019 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2019 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2019 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2020 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2020 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2020 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2021 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2021 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2021 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2021 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2022 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2022 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2022 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2022 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2023 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2023 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2023 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2023 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2024 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2024 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2024 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2025 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2025 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2025 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2025 Q4 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2026 Q1 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2026 Q2 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2019 Q3 7/27/2026
RAFFA WEALTH MANAGEMENT, LLC 2020 Q1 7/27/2026
Wheels Up Wealth, Inc. 2026 Q2 7/27/2026
S&A Financial Services, Inc. 2026 Q2 7/27/2026
EVERMAY WEALTH MANAGEMENT LLC 2026 Q2 7/27/2026
Center For Asset Management LLC 2026 Q2 7/27/2026
Ariose Capital Management Ltd 2026 Q2 7/27/2026
Private Advisor Group, LLC 2026 Q2 7/27/2026
Cohen Investment Advisors LLC 2026 Q2 7/27/2026
Miramar Capital, LLC 2026 Q2 7/27/2026
NOTTINGHAM ADVISORS, INC. 2026 Q2 7/27/2026
LGL PARTNERS, LLC 2026 Q2 7/27/2026
FFT WEALTH MANAGEMENT LLC 2026 Q2 7/27/2026
Align Financial, LLC 2026 Q2 7/27/2026
Hegarty Advisors, LLC 2026 Q2 7/27/2026
Coronation Fund Managers Ltd. 2026 Q2 7/27/2026
ADAPT Investment Managers SA 2026 Q2 7/27/2026
Ellenbecker Investment Group 2026 Q2 7/27/2026
DUDLEY CAPITAL MANAGEMENT, LLC 2026 Q2 7/27/2026
Third View Private Wealth, LLC 2026 Q2 7/27/2026
Schear Investment Advisers, LLC 2026 Q2 7/27/2026
WENDELL DAVID ASSOCIATES INC 2026 Q2 7/27/2026
State of New Jersey Common Pension Fund E 2026 Q2 7/27/2026
Bare Financial Services, Inc 2026 Q2 7/27/2026
State of New Jersey Common Pension Fund A 2026 Q2 7/27/2026
NORTHSTAR ASSET MANAGEMENT Co 2026 Q2 7/27/2026
Peterson Wealth Services 2026 Q2 7/27/2026
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) 2026 Q2 7/27/2026
Leonteq Securities AG 2026 Q2 7/27/2026
Allen Capital Group, LLC 2026 Q2 7/27/2026
Westside Investment Management, Inc. 2026 Q2 7/27/2026
Global Assets Advisory, LLC 2026 Q2 7/27/2026
Prospera Capital Management, LLC 2026 Q2 7/27/2026
TD Waterhouse Canada Inc. 2026 Q2 7/27/2026
Facet Wealth, Inc. 2026 Q2 7/27/2026
Tempo Wealth, LLC 2026 Q2 7/27/2026
Rubicon Global Capital Ltd 2026 Q2 7/27/2026
Cambridge Investment Research Advisors, Inc. 2026 Q2 7/27/2026
Private Wealth Management Group, LLC 2026 Q2 7/27/2026
AGMAN CAPITAL LLC 2026 Q2 7/27/2026
New Hampshire Trust 2026 Q2 7/27/2026
CSP Financial Group, LLC 2026 Q2 7/27/2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2026 Q2 7/27/2026
Ariston Services Group 2026 Q2 7/27/2026
Tufton Capital Management 2026 Q2 7/27/2026
Wealth Management Nebraska 2026 Q2 7/27/2026
V-Square Quantitative Management LLC 2026 Q2 7/27/2026
SCHWARTZ INVESTMENT COUNSEL INC 2026 Q2 7/27/2026
Foresight Group Ltd Liability Partnership 2026 Q2 7/27/2026
Peapod Lane Capital LLC 2026 Q2 7/27/2026
Polaris Capital Management, LLC 2026 Q2 7/27/2026
OmniStar Financial Group, Inc. 2026 Q2 7/27/2026
Supplemental Annuity Collective Trust of NJ 2026 Q2 7/27/2026
Bouchey Financial Group, Ltd. 2026 Q2 7/27/2026
Erickson Financial Group, LLC 2026 Q2 7/27/2026
Sanchez Wealth Management Group 2026 Q2 7/27/2026
626 Financial, LLC 2026 Q2 7/27/2026
Financial Futures Ltd Liability Co. 2026 Q2 7/27/2026
Wealth Quarterback LLC 2026 Q2 7/27/2026
Koshinski Asset Management, Inc. 2026 Q2 7/27/2026
Diversified Investment Strategies, LLC 2026 Q2 7/27/2026
Bpifrance SA 2026 Q2 7/27/2026