SEC form type
13F-HR/A· Institutional holdings
Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- Cadence
- Quarterly
- Audience
- investor
Recent filings · 10 indexed
- Candriam S.C.A.0001537014-26-000003
- First Citizens Asset Management, Inc.0001964116-26-000015
- Family Capital Trust Co0001140361-26-017710
- PERRYMAN FINANCIAL ADVISORY INC /AD0001214659-26-005219
- SALEM INVESTMENT COUNSELORS INC0001420506-26-000766
- Farmers & Merchants Trust Co of Chambersburg PA0001697375-26-000003
- Baer Investment Advisory LLC0001754960-26-000346
- True Link Financial Advisors, LLC0001846236-26-000003
- Q Fund Management (Hong Kong) Ltd0002078832-26-000008
- Frankly Finances, LLC0002096338-26-000002
Other form types
Source: SEC EDGAR. SecFilingDex is independently operated and not affiliated with the U.S. Securities and Exchange Commission. EDGAR is the authoritative source for all filings.
Sister property: HoldLens — applied-analysis surface for tracked superinvestors. Where SecFilingDex catalogs every filing, HoldLens reads the 13F-HR/A filings of 30 tracked managers on a −100..+100 ConvictionScore.