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 · 8 indexed
- 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
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.