Latest 13F Filings

Every SEC 13F-HR report from institutional investors, newest filing date first — 204,735 filings tracked, with first-time filers flagged.

Filer	CIK	Positions	Value ($M)	Report Date	Filed
Boston Common Asset Management, LLC	1409427	128	1,543.2	Sep 30, 2026	Oct 13, 2026
BigSur Wealth Management LLC	1659171	165	398.3	Sep 30, 2026	Oct 13, 2026
WEST PACES ADVISORS INC.	2004720	689	794.5	Sep 30, 2026	Oct 13, 2026
MOGY JOEL R INVESTMENT COUNSEL INC	1126735	128	1,867.7	Sep 30, 2026	Oct 13, 2026
Ipswich Investment Management Co., Inc.	1463753	186	467.2	Sep 30, 2026	Oct 13, 2026
MITCHELL SINKLER & STARR/PA	1048921	155	242.1	Sep 30, 2026	Oct 13, 2026
Ifrah Financial Services, Inc.	1382646	205	395.4	Sep 30, 2026	Oct 13, 2026
Forvis Mazars Wealth Advisors, LLC	1352864	427	6,021.4	Sep 30, 2026	Oct 13, 2026
Walker Asset Management, LLC	1923053	149	180.2	Sep 30, 2026	Oct 13, 2026
Cooksen Wealth, LLC	2016393	44	148.3	Sep 30, 2026	Oct 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC	1166308	224	1,068.9	Sep 30, 2026	Oct 13, 2026
Quadratic Capital Management LLC	1697722	2	184.4	Sep 30, 2026	Oct 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1632972	4,147	68,771.1	Sep 30, 2026	Oct 13, 2026
AtlasMark Financial, Inc	2127120	44	191.0	Sep 30, 2026	Oct 13, 2026
Yoder Wealth Management, Inc.	1973967	135	238.9	Sep 30, 2026	Oct 13, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC	1632802	98	394.5	Sep 30, 2026	Oct 13, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	885415	181	1,169.1	Sep 30, 2026	Oct 13, 2026
Merited Wealth, LLC	2123943	71	143.5	Sep 30, 2026	Oct 13, 2026
JBR Co Financial Management Inc	2017878	126	231.2	Sep 30, 2026	Oct 13, 2026
Harbour Capital Advisors, LLC	1682501	292	536.2	Sep 30, 2026	Oct 13, 2026
NorthCrest Asset Manangement, LLC	1893159	993	4,152.9	Sep 30, 2026	Oct 13, 2026
MILFAM LLC	1728825	15	146.5	Sep 30, 2026	Oct 13, 2026
New York University	2069154	2	155.8	Sep 30, 2026	Oct 13, 2026
DAVIS-REA LTD.	1482171	41	379.0	Sep 30, 2026	Oct 13, 2026
BALDWIN WEALTH PARTNERS LLC/MA	1021258	233	1,506.7	Sep 30, 2026	Oct 13, 2026
CALEDONIA INVESTMENTS PLC	1037766	15	890.2	Sep 30, 2026	Oct 13, 2026
Fidato Wealth LLC	1711360	31	182.5	Sep 30, 2026	Oct 13, 2026
WESPAC Advisors SoCal, LLC	1668188	119	537.0	Sep 30, 2026	Oct 13, 2026
Parkshore Wealth Management, Inc.	2024251	69	392.8	Sep 30, 2026	Oct 13, 2026
Syntegra Private Wealth Group, LLC	1964298	202	1,113.6	Sep 30, 2026	Oct 13, 2026
BAILARD, INC.	750641	746	4,802.2	Sep 30, 2026	Oct 13, 2026
Windsor Capital Management, LLC	1543100	132	361.5	Sep 30, 2026	Oct 13, 2026
Aaron Wealth Advisors LLC	1812198	687	1,977.3	Sep 30, 2026	Oct 13, 2026
Legal Advantage Investments, Inc.	1841769	83	468.2	Sep 30, 2026	Oct 13, 2026
MATRIX ASSET ADVISORS INC/NY	1016287	100	1,211.5	Sep 30, 2026	Oct 13, 2026
Great Diamond Partners, LLC	1801112	238	560.4	Sep 30, 2026	Oct 13, 2026
Compass Financial Group, INC/SD	1964835	120	911.0	Sep 30, 2026	Oct 13, 2026
CONTINENTAL ADVISORS LLC	1277779	52	230.3	Sep 30, 2026	Oct 13, 2026
DEPRINCE RACE & ZOLLO INC	1008894	196	5,655.8	Sep 30, 2026	Oct 13, 2026
CASCADE INVESTMENT GROUP, INC.	919447	160	170.2	Sep 30, 2026	Oct 13, 2026
Lakeshore Financial Planning, Inc.	2000571	97	286.8	Sep 30, 2026	Oct 13, 2026
Strategic Advisors LLC	1569119	161	443.7	Sep 30, 2026	Oct 13, 2026
PATTON FUND MANAGEMENT, INC.	1689232	77	389.2	Sep 30, 2026	Oct 13, 2026
Dilation Capital Management LP	1922880	22	200.0	Sep 30, 2026	Oct 13, 2026
CLG LLC	2059872	147	480.5	Sep 30, 2026	Oct 13, 2026
Blue Sky Capital Consultants Group, Inc.	2057054	79	214.5	Sep 30, 2026	Oct 13, 2026
Benson Investment Management Company, Inc.	1694896	7	17.8	Sep 30, 2026	Oct 13, 2026
Haven Global Partners, LLC	2051846	9	111.9	Sep 30, 2026	Oct 13, 2026
Northside Capital Management, LLC	1631052	179	1,243.2	Sep 30, 2026	Oct 13, 2026
Chesley Taft & Associates LLC	1164632	365	2,533.7	Sep 30, 2026	Oct 13, 2026