SEC form type
13F-HR· Institutional holdings
Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- Cadence
- Quarterly
- Audience
- investor
Recent filings · 23 indexed
- Vertex Investment Solutions Co., Ltd.0000898432-26-000299
- Munich Reinsurance Co Stock Corp in Munich0001019056-26-000084
- GreatBanc Trust CO0001427099-26-000004
- CORRADO ADVISORS, LLC0001482611-26-000002
- Accredited Investors Inc.0001518364-26-000003
- Csenge Advisory Group0001715593-26-000002
- Range Financial Group LLC0001928635-26-000003
- COMMONS CAPITAL, LLC0001951757-26-000761
- Financial Freedom, LLC0001965484-26-000002
- Socha Financial Group, LLC0001967966-26-000002
- BERNZOTT CAPITAL ADVISORS0002000324-26-001790
- Sollinda Capital Management LLC0002012034-26-000002
- Jordan Park Trust Co LLC0002051108-26-000004
- Alessandra Capital Management, LLC0002085853-26-000541
- ES4, LLC0002095578-26-000004
- Walker Financial Services, Inc.0001172661-26-001556
- Steele Capital Management, Inc.0001646695-26-000002
- BFSG, LLC0001706836-26-000002
- HARTLINE INVESTMENT CORP/0001754960-26-000342
- AM INVESTMENT STRATEGIES LLC0001818897-26-000002
- David Kennon Inc0001954126-26-000002
- Northwest Wealth Advisors, LLC0002085853-26-000523
- Downshift Financial, LLC0002118380-26-000002
Other form types
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