Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Kingsman Wealth Management, Inc. 2026 Q1 4/21/2026
Aerodigm Wealth, LLC 2026 Q1 4/21/2026
Hudson Oak Wealth Advisory LLC 2026 Q1 4/21/2026
Financial Planning Hawaii, Inc. 2026 Q1 4/21/2026
McGlone Suttner Wealth Management, Inc. 2026 Q1 4/21/2026
HENNESSY ADVISORS INC 2026 Q1 4/21/2026
Employees Provident Fund Board 2011 Q1 4/21/2026
Hosking Partners LLP 2026 Q1 4/21/2026
Employees Provident Fund Board 2011 Q4 4/21/2026
INSTRUMENTAL WEALTH, LLC 2026 Q1 4/21/2026
Employees Provident Fund Board 2011 Q3 4/21/2026
Employees Provident Fund Board 2011 Q2 4/21/2026
Centennial Advisors, LLC 2026 Q1 4/21/2026
October Effect Ltd 2026 Q1 4/21/2026
MOSELEY INVESTMENT MANAGEMENT INC 2026 Q1 4/21/2026
MASECO LLP 2026 Q1 4/21/2026
Ivory Union Consulting Ltd 2025 Q4 4/21/2026
Artesa Financial Group, LLC 2026 Q1 4/21/2026
OLD NATIONAL BANCORP /IN/ 2026 Q1 4/21/2026
FOSTER & MOTLEY INC 2026 Q1 4/21/2026
Aaron Wealth Advisors LLC 2026 Q1 4/21/2026
Clio Asset Management LLC 2026 Q1 4/21/2026
AEGON USA Investment Management, LLC 2026 Q1 4/21/2026
Urban Wealth Management, LLC 2026 Q1 4/21/2026
bLong Financial, LLC 2026 Q1 4/21/2026
Berkshire Money Management, Inc. 2026 Q1 4/21/2026
WealthNavi Inc. 2026 Q1 4/21/2026
Employees Provident Fund Board 2012 Q2 4/21/2026
Employees Provident Fund Board 2012 Q1 4/21/2026
Employees Provident Fund Board 2012 Q3 4/21/2026
Employees Provident Fund Board 2012 Q4 4/21/2026
OP Asset Management Ltd 2025 Q4 4/21/2026
Generali Powszechne Towarzystwo Emerytalne 2026 Q1 4/21/2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2026 Q1 4/21/2026
GHP Investment Advisors, Inc. 2026 Q1 4/21/2026
MRWM Advisors, LLC 2026 Q1 4/20/2026
Drum Hill Capital, LLC 2026 Q1 4/20/2026
WJ Interests, LLC 2026 Q1 4/20/2026
James Reed Financial Services, Inc. 2026 Q1 4/20/2026
Verisail Partners, LLC 2026 Q1 4/20/2026
Williams & Novak, LLC 2026 Q1 4/20/2026
Pathfinder Wealth Consulting, Inc. 2026 Q1 4/20/2026
MFA WEALTH ADVISORS, LLC 2026 Q1 4/20/2026
Compass Wealth Management LLC 2026 Q1 4/20/2026
Edge Wealth Management LLC 2026 Q1 4/20/2026
LS Investment Advisors, LLC 2026 Q1 4/20/2026
Concurrent Investment Advisors, LLC 2026 Q1 4/20/2026
Tanglewood Wealth Management, Inc. 2026 Q1 4/20/2026
Fort Henry Capital, LLC 2026 Q1 4/20/2026
Columbia Asset Management 2026 Q1 4/20/2026
JFS WEALTH ADVISORS, LLC 2026 Q1 4/20/2026
L.K. Benson & Company, P.C. 2026 Q1 4/20/2026
Crane Advisory, LLC 2026 Q1 4/20/2026
Donor Advised Charitable Giving, Inc. 2026 Q1 4/20/2026
Randall & Associates Wealth Management 2026 Q1 4/20/2026
ABLE Financial Group, LLC 2026 Q1 4/20/2026
WealthSpring Partners, LLC 2026 Q1 4/20/2026
Obermeyer Wealth Partners 2026 Q1 4/20/2026
CHATHAM CAPITAL GROUP, INC. 2026 Q1 4/20/2026
Up Capital Management, Inc. 2026 Q1 4/20/2026
Pegasus Asset Management, Inc. 2026 Q1 4/20/2026
LifeWealth Investments, LLC 2026 Q1 4/20/2026
Verus Financial Partners, Inc. 2026 Q1 4/20/2026
Morton Brown Family Wealth, LLC 2026 Q1 4/20/2026
Grey Ledge Advisors, LLC 2026 Q1 4/20/2026
Independent Wealth Network Inc. 2026 Q1 4/20/2026
Decker Retirement Planning Inc. 2026 Q1 4/20/2026
Falcon Wealth Planning 2026 Q1 4/20/2026
BCU Wealth Advisors, LLC 2026 Q1 4/20/2026
AA Financial Advisors, LLC 2026 Q1 4/20/2026
Tumwater Wealth Management, LLC 2026 Q1 4/20/2026
SmartHarvest Portfolios, LLC 2026 Q1 4/20/2026
Corundum Group, Inc. 2026 Q1 4/20/2026
Global Financial Private Client, LLC 2026 Q1 4/20/2026
Tanager Wealth Management LLP 2026 Q1 4/20/2026
Breakwater Capital Group 2026 Q1 4/20/2026
Watchman Group, Inc. 2026 Q1 4/20/2026
RITHOLTZ WEALTH MANAGEMENT 2026 Q1 4/20/2026
Cardinal Point Capital Management ULC 2026 Q1 4/20/2026
Park Edge Advisors, LLC 2026 Q1 4/20/2026
Benefit Street Partners LLC 2026 Q1 4/20/2026
Echo45 Advisors LLC 2026 Q1 4/20/2026
Independence Wealth Advisors, LLC 2026 Q1 4/20/2026
Chatterton & Associates Inc. 2026 Q1 4/20/2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC 2026 Q1 4/20/2026
William B. Walkup & Associates, Inc. 2026 Q1 4/20/2026
Kearns & Associates LLC 2026 Q1 4/20/2026
Higgins & Schmidt Wealth Strategies LLC 2026 Q1 4/20/2026
KFA Private Wealth Group, LLC 2026 Q1 4/20/2026
Arta Finance Wealth Management LLC 2026 Q1 4/20/2026
Leeward Financial Partners, LLC 2026 Q1 4/20/2026
Kopp Family Office, LLC 2026 Q1 4/20/2026
25 LLC 2026 Q1 4/20/2026
White Pine Investment CO 2026 Q1 4/20/2026
Financial Enhancement Group LLC 2026 Q1 4/20/2026
Cardinal Strategic Wealth Guidance 2026 Q1 4/20/2026
KESTRA PRIVATE WEALTH SERVICES, LLC 2026 Q1 4/20/2026
Longview Financial Advisors, Inc. 2026 Q1 4/20/2026
Christensen, King & Associates Investment Services, Inc. 2026 Q1 4/20/2026
Fiduciary Alliance LLC 2026 Q1 4/20/2026