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
PMV Capital Advisers, LLC A	1980695	76	39.5	Mar 31, 2025	Nov 09, 2026
PMV Capital Advisers, LLC New A	1980695	90	35.6	Dec 31, 2024	Nov 09, 2026
Compound Planning, Inc. A	1978879	1,353	3,815.9	Sep 30, 2026	Nov 09, 2026
Pinnacle West Asset Management, Inc.	1975730	100	136.8	Sep 30, 2026	Nov 09, 2026
Pine Valley Investments Ltd Liability Co	1975417	603	2,424.1	Sep 30, 2026	Nov 09, 2026
Alpha Financial Advisors, LLC	1972138	118	369.3	Sep 30, 2026	Nov 09, 2026
Prossimo Advisors, LLC	1965307	24	17.4	Sep 30, 2026	Nov 09, 2026
Tilson Financial Group, Inc.	1964820	91	345.1	Sep 30, 2026	Nov 09, 2026
Windle Wealth, LLC	1963452	38	270.5	Sep 30, 2026	Nov 09, 2026
Fortis Capital Advisors, LLC	1959790	464	1,262.0	Sep 30, 2026	Nov 09, 2026
Citizens Business Bank	1948632	132	671.5	Sep 30, 2026	Nov 09, 2026
Peregrine Asset Advisers, Inc.	1535227	221	409.6	Sep 30, 2026	Nov 09, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC	2060368	42	164.5	Sep 30, 2026	Nov 09, 2026
SKBA CAPITAL MANAGEMENT LLC	932024	80	602.5	Sep 30, 2026	Nov 09, 2026
KANE INVESTMENT MANAGEMENT, INC.	2056671	98	155.2	Sep 30, 2026	Nov 09, 2026
Latko Wealth Management, Ltd.	1937769	36	209.4	Sep 30, 2026	Nov 09, 2026
AMARA FINANCIAL, LLC.	1934965	48	166.7	Sep 30, 2026	Nov 09, 2026
Seaside Wealth Management, Inc.	1929977	73	407.2	Sep 30, 2026	Nov 09, 2026
Yunqi Capital Ltd	1912273	3	110.9	Sep 30, 2026	Nov 09, 2026
Intrinsic Value Partners, LLC	1910364	75	149.2	Sep 30, 2026	Nov 09, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC	1909570	58	116.8	Sep 30, 2026	Nov 09, 2026
Members Advisory Group LLC	1908587	42	300.5	Sep 30, 2026	Nov 09, 2026
Laraway Financial Advisors Inc	1908275	132	148.8	Sep 30, 2026	Nov 09, 2026
Sovereign Investment Advisors, LLC	1908165	113	329.9	Sep 30, 2026	Nov 09, 2026
STRATEGIC VALUE BANK PARTNERS LLC	1904067	11	146.2	Sep 30, 2026	Nov 09, 2026
TAGStone Capital, Inc.	1903044	142	309.7	Sep 30, 2026	Nov 09, 2026
Trevian Wealth Management LLC	1901929	44	207.7	Sep 30, 2026	Nov 09, 2026
Lane Generational LLC	1901384	45	104.3	Sep 30, 2026	Nov 09, 2026
Paladin Advisory Group, LLC	1899703	242	138.1	Sep 30, 2026	Nov 09, 2026
THEORY FINANCIAL LLC	1899158	102	278.7	Sep 30, 2026	Nov 09, 2026
VELA Investment Management, LLC	1895612	166	466.2	Sep 30, 2026	Nov 09, 2026
Atlantic Private Wealth, LLC	1893143	303	161.8	Sep 30, 2026	Nov 09, 2026
HFR Wealth Management, LLC	1877822	52	381.5	Sep 30, 2026	Nov 09, 2026
JTC Employer Solutions Trustee Ltd	1875645	300	1,125.3	Sep 30, 2026	Nov 09, 2026
Hansen & Associates Financial Group, Inc.	1873973	48	143.4	Sep 30, 2026	Nov 09, 2026
Regency Capital Management Inc.\DE	1863894	62	246.6	Sep 30, 2026	Nov 09, 2026
NFJ INVESTMENT GROUP, LLC	1862664	230	2,781.0	Sep 30, 2026	Nov 09, 2026
Oder Investment Management, LLC	1845109	115	149.2	Sep 30, 2026	Nov 09, 2026
AlTi Global, Inc.	1838615	465	4,611.6	Sep 30, 2026	Nov 09, 2026
Prospect Hill Management, LLC	1837320	15	274.8	Sep 30, 2026	Nov 09, 2026
Montanaro Asset Management Ltd	1831133	40	283.6	Sep 30, 2026	Nov 09, 2026
AdvisorShares Investments LLC	1425930	223	785.4	Sep 30, 2026	Nov 09, 2026
Navalign, LLC	1820593	124	428.0	Sep 30, 2026	Nov 09, 2026
Bellwether Advisors, LLC	1819815	167	600.0	Sep 30, 2026	Nov 09, 2026
Monaco Asset Management SAM	1803593	49	808.3	Sep 30, 2026	Nov 09, 2026
Optas, LLC	1802961	463	710.2	Sep 30, 2026	Nov 09, 2026
Summit Wealth Group, LLC	1802865	123	439.3	Sep 30, 2026	Nov 09, 2026
Texas Capital Bank Wealth Management Services Inc	1802655	359	1,863.9	Sep 30, 2026	Nov 09, 2026
Ranch Capital Advisors Inc.	1793269	156	296.8	Sep 30, 2026	Nov 09, 2026
Meridian Wealth Partners, LLC	1781942	111	788.8	Sep 30, 2026	Nov 09, 2026