Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Processus Wealth & Capital Management, LLC 2026 Q2 7/10/2026
CABANA LLC 2026 Q2 7/10/2026
Trust Co 2026 Q2 7/10/2026
Hudson Value Partners, LLC 2026 Q2 7/10/2026
Uptown Financial Advisors LLC 2026 Q2 7/10/2026
WHITENER CAPITAL MANAGEMENT, INC. 2026 Q2 7/10/2026
Partnership Wealth Management, LLC 2026 Q2 7/10/2026
G&S Capital LLC 2026 Q2 7/10/2026
HRC WEALTH MANAGEMENT, LLC 2026 Q2 7/10/2026
Blom & Howell Financial Planning, Inc. 2025 Q4 7/10/2026
Torren Management, LLC 2026 Q2 7/10/2026
Kentucky Trust Co 2026 Q2 7/10/2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2026 Q2 7/10/2026
Nolet Wealth Management, LLC 2026 Q2 7/10/2026
FIDUCIARY FINANCIAL GROUP, LLC 2026 Q2 7/10/2026
Fruth Investment Management 2026 Q2 7/10/2026
William Mack & Associates, Inc. 2026 Q2 7/10/2026
Stonekeep Investments, LLC 2026 Q2 7/10/2026
LAM GROUP, INC. 2026 Q2 7/10/2026
Farrell Financial LLC 2026 Q2 7/10/2026
Canvas Wealth Advisors, LLC 2026 Q2 7/10/2026
Arkfeld Wealth Strategies, L.L.C. 2026 Q2 7/10/2026
Rise Advisors, LLC 2026 Q2 7/10/2026
GenWealth Group, Inc. 2026 Q2 7/10/2026
Sunesis Advisors, LLC 2026 Q2 7/10/2026
West Branch Capital LLC 2026 Q2 7/10/2026
DAGCO, INC. 2026 Q2 7/10/2026
Peirce Capital Management, LLC 2026 Q2 7/10/2026
First Nebraska Trust Co 2018 Q1 7/10/2026
Nvest Wealth Strategies, Inc. 2026 Q2 7/10/2026
First Nebraska Trust Co 2018 Q2 7/10/2026
KENNICOTT CAPITAL MANAGEMENT LLC 2026 Q2 7/10/2026
DiNuzzo Private Wealth, Inc. 2026 Q2 7/10/2026
MAGNOLIA CAPITAL MANAGEMENT LTD 2026 Q2 7/10/2026
Cardinal Capital Management, Inc. 2026 Q2 7/10/2026
FAMILY WEALTH PARTNERS, LLC 2026 Q2 7/10/2026
Haven Capital Group, Inc. 2026 Q2 7/10/2026
TEMA ETFS LLC 2026 Q2 7/10/2026
Financial Planning Fort Collins, LLC 2026 Q2 7/10/2026
Japan Post Holdings Co., Ltd. 2026 Q2 7/10/2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC 2026 Q2 7/10/2026
JFS WEALTH ADVISORS, LLC 2026 Q2 7/10/2026
Envision Financial LLC 2026 Q2 7/10/2026
Annex Advisory Services, LLC 2026 Q2 7/10/2026
Investors Research Corp 2026 Q2 7/10/2026
Accel Wealth Management 2026 Q2 7/10/2026
Insight Wealth Strategies, LLC 2026 Q2 7/10/2026
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 2026 Q2 7/10/2026
Bank & Trust Co 2026 Q2 7/10/2026
WEDGE CAPITAL MANAGEMENT L L P/NC 2026 Q2 7/10/2026
Hyperion Asset Management Ltd 2026 Q2 7/10/2026
Buska Wealth Management, LLC 2026 Q2 7/10/2026
Northside Capital Management, LLC 2026 Q2 7/10/2026
Abound Wealth Management 2026 Q2 7/10/2026
Trinity Street Asset Management LLP 2026 Q2 7/10/2026
GoalFusion Wealth Management, LLC 2026 Q2 7/10/2026
Regent Peak Wealth Advisors LLC 2026 Q2 7/10/2026
Lee, Kelleher & Klein Wealth Management 2026 Q2 7/10/2026
Oldfield Partners LLP 2026 Q2 7/10/2026
SL ADVISORS, LLC 2026 Q2 7/10/2026
FIRST COMMUNITY TRUST NA 2026 Q2 7/10/2026
ALM First Financial Advisors, LLC 2026 Q2 7/10/2026
Ballast, Inc. 2026 Q2 7/10/2026
Walker Asset Management, LLC 2026 Q2 7/10/2026
Alken Asset Management Ltd 2026 Q2 7/10/2026
Charles Schwab Trust Co 2026 Q2 7/10/2026
CAMELOT TECHNOLOGY ADVISORS, INC. 2026 Q2 7/10/2026
Financial Designs Corp 2026 Q2 7/10/2026
Prosperity Planning, Inc. 2026 Q2 7/10/2026
KWB Wealth 2026 Q2 7/10/2026
BFI Infinity Ltd. 2026 Q2 7/10/2026
Salvus Wealth Management, LLC 2026 Q2 7/10/2026
Spinnaker Investment Group, LLC 2026 Q2 7/10/2026
Scott Capital Advisors, LLC 2026 Q2 7/10/2026
ORRSTOWN FINANCIAL SERVICES INC 2026 Q2 7/10/2026
CITY HOLDING CO 2026 Q2 7/10/2026
Wealth Group Ltd 2026 Q2 7/10/2026
Stephens Group, LLC 2026 Q2 7/10/2026
Aquamarine Zurich AG 2026 Q2 7/10/2026
Handelsbanken Fonder AB 2026 Q2 7/10/2026
Generali Investments, Management Co LLC 2026 Q2 7/10/2026
E. Ohman J:or Asset Management AB 2026 Q2 7/10/2026
Peoples Bank/KS 2026 Q2 7/9/2026
Clarus Wealth Advisors 2026 Q2 7/9/2026
DIVERSIFIED MANAGEMENT INC 2026 Q2 7/9/2026
DOLIVER ADVISORS, LP 2026 Q2 7/9/2026
WASATCH ADVISORS LP 2026 Q2 7/9/2026
Ocean Park Asset Management, LLC 2026 Q2 7/9/2026
Ausbil Investment Management Ltd 2026 Q2 7/9/2026
Yoffe Investment Management, LLC 2026 Q2 7/9/2026
Northcape Capital Pty Ltd 2026 Q2 7/9/2026
CPA Asset Management Group, LLC 2026 Q2 7/9/2026
Steadtrust LLC 2026 Q2 7/9/2026
Veery Capital, LLC 2026 Q2 7/9/2026
LWM ADVISORS INC 2026 Q2 7/9/2026
Financial Advisory Corp 2026 Q2 7/9/2026
Key Client Fiduciary Advisors, LLC 2026 Q2 7/9/2026
Ares Financial Consulting, LLC 2026 Q2 7/9/2026
Revolve Wealth Partners, LLC 2026 Q2 7/9/2026
DiPaolo Financial Group, Inc. 2026 Q2 7/9/2026