Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
Columbia Asset Management 2024 Q1 5/8/2024, 04:36 PM
Social Capital Group LLC 2024 Q1 5/8/2024, 04:31 PM
Constellation Investimentos e Participacoes Ltda 2024 Q1 5/8/2024, 04:31 PM
J.P. Marvel Investment Advisors, LLC 2024 Q1 5/8/2024, 04:30 PM
TAURUS ASSET MANAGEMENT, LLC 2024 Q1 5/8/2024, 04:27 PM
Summit Rock Advisors, LP 2024 Q1 5/8/2024, 04:25 PM
Pelion, Inc. 2024 Q1 5/8/2024, 04:15 PM
Battery Management Corp. 2024 Q1 5/8/2024, 04:15 PM
EDMOND DE ROTHSCHILD HOLDING S.A. 2024 Q1 5/8/2024, 04:13 PM
VISA FOUNDATION 2024 Q1 5/8/2024, 04:13 PM
MAI Capital Management 2024 Q1 5/8/2024, 04:12 PM
Baltimore-Washington Financial Advisors, Inc. 2024 Q1 5/8/2024, 04:10 PM
West Wealth Group, LLC 2024 Q1 5/8/2024, 04:08 PM
QCM Cayman, Ltd. 2024 Q1 5/8/2024, 04:06 PM
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2024 Q1 5/8/2024, 04:05 PM
Motley Fool Asset Management LLC 2024 Q1 5/8/2024, 04:04 PM
Private Wealth Advisors, LLC 2024 Q1 5/8/2024, 04:03 PM
SHEETS SMITH WEALTH MANAGEMENT 2024 Q1 5/8/2024, 04:03 PM
P/E Global LLC 2024 Q1 5/8/2024, 04:03 PM
New Insight Wealth Advisors 2024 Q1 5/8/2024, 04:00 PM
New Insight Wealth Advisors 2023 Q4 5/8/2024, 03:59 PM
Koshinski Asset Management, Inc. 2024 Q1 5/8/2024, 03:58 PM
Darden Wealth Group Inc 2024 Q1 5/8/2024, 03:53 PM
William Allan Corp 2024 Q1 5/8/2024, 03:51 PM
BNP Paribas Asset Management Holding S.A. 2024 Q1 5/8/2024, 03:50 PM
Entropy Technologies, LP 2024 Q1 5/8/2024, 03:50 PM
BARINGS LLC 2024 Q1 5/8/2024, 03:48 PM
Berkshire Money Management, Inc. 2024 Q1 5/8/2024, 03:47 PM
Teramo Advisors, LLC 2024 Q1 5/8/2024, 03:46 PM
Schneider Downs Wealth Management Advisors, LP 2024 Q1 5/8/2024, 03:39 PM
FPC INVESTMENT ADVISORY, INC. 2024 Q1 5/8/2024, 03:37 PM
Camarda Financial Advisors, LLC 2024 Q1 5/8/2024, 03:32 PM
Foundation Wealth Management, LLC 2024 Q1 5/8/2024, 03:32 PM
EVERENCE CAPITAL MANAGEMENT INC 2024 Q1 5/8/2024, 03:30 PM
Endowment Wealth Management, Inc. 2024 Q1 5/8/2024, 03:30 PM
Miramar Capital, LLC 2024 Q1 5/8/2024, 03:29 PM
SWISS RE LTD 2024 Q1 5/8/2024, 03:24 PM
PATTON FUND MANAGEMENT, INC. 2024 Q1 5/8/2024, 03:23 PM
ROGCO, LP 2024 Q1 5/8/2024, 03:22 PM
JACOBSON & SCHMITT ADVISORS, LLC 2024 Q1 5/8/2024, 03:09 PM
WP Advisors, LLC 2024 Q1 5/8/2024, 03:07 PM
Serent Capital Management Co LLC 2024 Q1 5/8/2024, 03:06 PM
Divco West Real Estate Services, LLC 2024 Q1 5/8/2024, 02:55 PM
Camelot Portfolios, LLC 2024 Q1 5/8/2024, 02:53 PM
BHK Investment Advisors, LLC 2024 Q1 5/8/2024, 02:47 PM
TD ASSET MANAGEMENT INC 2024 Q1 5/8/2024, 02:41 PM
Hudson Value Partners, LLC 2024 Q1 5/8/2024, 02:41 PM
DEARBORN PARTNERS LLC 2024 Q1 5/8/2024, 02:37 PM
Stilwell Value LLC 2024 Q1 5/8/2024, 02:33 PM
PETTYJOHN, WOOD & WHITE, INC 2024 Q1 5/8/2024, 02:32 PM
Clear Sky Advisers, LLC 2024 Q1 5/8/2024, 02:28 PM
MONETTA FINANCIAL SERVICES INC 2024 Q1 5/8/2024, 02:26 PM
Texas Yale Capital Corp. 2024 Q1 5/8/2024, 02:22 PM
ANGELES WEALTH MANAGEMENT, LLC 2024 Q1 5/8/2024, 02:17 PM
Jackson Square Partners, LLC 2024 Q1 5/8/2024, 02:12 PM
Interchange Capital Partners, LLC 2024 Q1 5/8/2024, 02:11 PM
Curative Ventures V LLC 2024 Q1 5/8/2024, 02:09 PM
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2024 Q1 5/8/2024, 02:09 PM
Portland Global Advisors LLC 2024 Q1 5/8/2024, 02:07 PM
MILLER WEALTH ADVISORS, LLC 2024 Q1 5/8/2024, 02:06 PM
Eagle Bay Advisors LLC 2024 Q1 5/8/2024, 02:05 PM
ELLERSON GROUP INC /ADV 2024 Q1 5/8/2024, 01:59 PM
Neumann Capital Management, LLC 2024 Q1 5/8/2024, 01:59 PM
Heritage Wealth Advisors 2024 Q1 5/8/2024, 01:55 PM
Baron Wealth Management LLC 2024 Q1 5/8/2024, 01:54 PM
LOCUST WOOD CAPITAL ADVISERS, LLC 2024 Q1 5/8/2024, 01:50 PM
CANTILLON CAPITAL MANAGEMENT LLC 2024 Q1 5/8/2024, 01:48 PM
Stagwell Group LLC 2024 Q1 5/8/2024, 01:47 PM
RiverVest Venture Management LLC 2024 Q1 5/8/2024, 01:38 PM
Focused Wealth Management, Inc 2024 Q1 5/8/2024, 01:35 PM
XR Securities LLC 2024 Q1 5/8/2024, 01:32 PM
Souders Financial Advisors 2024 Q1 5/8/2024, 01:32 PM
Foundry Partners, LLC 2024 Q1 5/8/2024, 01:31 PM
Ethos Financial Group, LLC 2024 Q1 5/8/2024, 01:23 PM
Motley Fool Wealth Management, LLC 2024 Q1 5/8/2024, 01:15 PM
Advisors Preferred, LLC 2024 Q1 5/8/2024, 01:15 PM
Stonegate Management LLC 2024 Q1 5/8/2024, 01:08 PM
Tanglewood Wealth Management, Inc. 2024 Q1 5/8/2024, 01:07 PM
Paladin Advisory Group, LLC 2024 Q1 5/8/2024, 01:07 PM
Bleakley Financial Group, LLC 2024 Q1 5/8/2024, 01:04 PM
Winthrop Capital Management, LLC 2024 Q1 5/8/2024, 01:03 PM
Great Diamond Partners, LLC 2024 Q1 5/8/2024, 01:02 PM
One Capital Management, LLC 2024 Q1 5/8/2024, 12:57 PM
Abel Hall, LLC 2024 Q1 5/8/2024, 12:55 PM
Cornerstone Advisory, LLC 2024 Q1 5/8/2024, 12:54 PM
Belpointe Asset Management LLC 2024 Q1 5/8/2024, 12:53 PM
Atlas Wealth Partners, LLC 2024 Q1 5/8/2024, 12:52 PM
Fortis Capital Advisors, LLC 2024 Q1 5/8/2024, 12:49 PM
Avid Wealth Partners LLC 2024 Q1 5/8/2024, 12:47 PM
PRIVATE MANAGEMENT GROUP INC 2024 Q1 5/8/2024, 12:43 PM
Ridgemont Partners Management, LLC 2024 Q1 5/8/2024, 12:42 PM
First National Bank of Hutchinson 2024 Q1 5/8/2024, 12:37 PM
ROANOKE ASSET MANAGEMENT CORP/ NY 2024 Q1 5/8/2024, 12:36 PM
Pembroke Management, LTD 2024 Q1 5/8/2024, 12:35 PM
Tradewinds, LLC. 2024 Q1 5/8/2024, 12:33 PM
Hills Bank & Trust Co 2024 Q1 5/8/2024, 12:29 PM
RE Dickinson Investment Advisors, LLC 2024 Q1 5/8/2024, 12:25 PM
FCA CORP /TX 2024 Q1 5/8/2024, 12:23 PM
SEVEN MILE ADVISORY 2024 Q1 5/8/2024, 12:22 PM
Prospect Hill Management, LLC 2024 Q1 5/8/2024, 12:21 PM