Latest SEC Investors Portfolios

Since Jan 1 2024

Investor Period Date Filed
Transform Wealth, LLC 2023 Q4 - RESTATEMENT 2/26/2024, 07:10 PM
Arq Wealth Advisors, Llc 2023 Q4 2/26/2024, 07:09 PM
Great Oak Capital Partners, Llc 2023 Q4 2/26/2024, 04:57 PM
Centaurus Financial, Inc. 2023 Q4 2/26/2024, 04:49 PM
Syon Capital Llc 2023 Q4 - NEW HOLDINGS 2/26/2024, 04:19 PM
Privium Fund Management B.V. 2023 Q4 - RESTATEMENT 2/26/2024, 03:38 PM
Virtu Financial LLC 2023 Q4 2/26/2024, 01:33 PM
Integrated Advisors Network LLC 2023 Q4 2/26/2024, 12:37 PM
Krane Funds Advisors LLC 2023 Q4 - RESTATEMENT 2/26/2024, 11:02 AM
Teachers Retirement System Of The State Of Kentucky 2023 Q4 2/26/2024, 10:21 AM
Neo Ivy Capital Management 2023 Q4 2/23/2024, 06:31 PM
Perceptive Advisors Llc 2023 Q4 - RESTATEMENT 2/23/2024, 07:00 PM
Warburg Pincus Llc 2023 Q2 - RESTATEMENT 2/23/2024, 04:41 PM
Warburg Pincus Llc 2023 Q3 - RESTATEMENT 2/23/2024, 04:42 PM
Warburg Pincus Llc 2023 Q1 - RESTATEMENT 2/23/2024, 04:38 PM
Warburg Pincus Llc 2022 Q4 - RESTATEMENT 2/23/2024, 04:36 PM
Warburg Pincus Llc 2022 Q3 - RESTATEMENT 2/23/2024, 04:34 PM
Warburg Pincus Llc 2022 Q1 - RESTATEMENT 2/23/2024, 04:31 PM
Warburg Pincus Llc 2022 Q2 - RESTATEMENT 2/23/2024, 04:32 PM
Warburg Pincus Llc 2021 Q4 - NEW HOLDINGS 2/23/2024, 04:30 PM
Center Lake Capital Management, LLC 2023 Q4 2/23/2024, 03:40 PM
Mendon Capital Advisors Corp 2023 Q4 2/23/2024, 02:28 PM
Regal Wealth Group, Inc. 2023 Q4 2/23/2024, 12:45 PM
Arkansas Financial Group, Inc. 2023 Q4 2/23/2024, 12:40 PM
Speece Thorson Capital Group Inc 2023 Q4 2/23/2024, 12:22 PM
Cardinal Capital Management, Inc. 2023 Q4 2/23/2024, 12:20 PM
Asset Advisors Investment Management, LLC 2023 Q4 - RESTATEMENT 2/23/2024, 12:04 PM
Asset Advisors Investment Management, LLC 2023 Q4 - RESTATEMENT 2/23/2024, 12:00 PM
Cim, Llc 2023 Q4 2/23/2024, 11:36 AM
Beacon Financial Group 2023 Q4 2/23/2024, 10:43 AM
Chicago Partners Investment Group LLC 2023 Q4 2/23/2024, 09:39 AM
TKG Advisors, LLC 2023 Q4 2/23/2024, 09:18 AM
Olympus Wealth Management, Llc 2023 Q4 - RESTATEMENT 2/23/2024, 09:16 AM
Gordian Capital Singapore Pte Ltd 2023 Q4 2/22/2024, 09:16 PM
Teza Capital Management LLC 2023 Q3 - RESTATEMENT 2/22/2024, 06:04 PM
Teza Capital Management LLC 2023 Q2 - RESTATEMENT 2/22/2024, 06:04 PM
Teza Capital Management LLC 2023 Q1 - RESTATEMENT 2/22/2024, 06:03 PM
J. Stern & Co. LLP 2023 Q4 - RESTATEMENT 2/22/2024, 05:28 PM
Auxier Asset Management 2023 Q4 2/22/2024, 04:54 PM
Sierra Summit Advisors Llc 2023 Q4 2/22/2024, 03:09 PM
Sentry LLC 2023 Q4 - RESTATEMENT 2/22/2024, 02:24 PM
Peterson Wealth Management 2023 Q4 2/22/2024, 02:24 PM
Kampmann Melissa S. 2023 Q4 2/22/2024, 02:16 PM
Agilis Partners Llc 2023 Q4 - RESTATEMENT 2/22/2024, 01:18 PM
Proathlete Wealth Management Llc 2023 Q4 2/22/2024, 12:57 PM
Dodge & Cox 2023 Q4 - RESTATEMENT 2/22/2024, 12:52 PM
Landmark Wealth Management, Inc. 2023 Q4 2/22/2024, 12:16 PM
Scarborough Advisors, LLC 2023 Q4 2/22/2024, 12:10 PM
Napa Wealth Management 2023 Q4 2/22/2024, 09:45 AM
Sun Life Financial Inc 2023 Q4 - RESTATEMENT 2/22/2024, 07:16 AM
Vinland Capital Management Gestora de Recursos LTDA. 2023 Q4 2/21/2024, 05:09 PM
Chelsea Counsel Co 2023 Q4 2/21/2024, 04:12 PM
Vident Advisory, LLC 2023 Q3 - RESTATEMENT 2/21/2024, 03:46 PM
WNY Asset Management, LLC 2023 Q4 2/21/2024, 02:31 PM
Raleigh Capital Management Inc. 2023 Q4 2/21/2024, 02:28 PM
Wealth Forward, LLC 2023 Q4 2/21/2024, 02:23 PM
V-Square Quantitative Management LLC 2023 Q4 2/21/2024, 12:48 PM
Findell Capital Management Llc 2023 Q4 - RESTATEMENT 2/21/2024, 12:04 PM
American Trust 2023 Q4 2/21/2024, 11:47 AM
Garde Capital, Inc. 2023 Q4 2/21/2024, 11:28 AM
Adroit Compliance, LLC 2023 Q4 - RESTATEMENT 2/21/2024, 11:19 AM
Austin Wealth Management, LLC 2023 Q4 2/21/2024, 11:12 AM
Smith Shellnut Wilson Llc /Adv 2023 Q4 2/21/2024, 10:51 AM
Novak & Powell Financial Services, Inc. 2023 Q4 2/21/2024, 10:44 AM
Eventide Asset Management, Llc 2023 Q4 - RESTATEMENT 2/20/2024, 05:16 PM
MSD Partners, L.P. 2023 Q4 - NEW HOLDINGS 2/20/2024, 04:36 PM
Clarity Capital Partners LLC 2023 Q4 2/20/2024, 04:33 PM
Vancity Investment Management Ltd 2023 Q4 2/20/2024, 04:04 PM
Polen Capital Management Llc 2023 Q4 - RESTATEMENT 2/20/2024, 03:53 PM
GLOBALT Investments LLC / GA 2023 Q4 2/20/2024, 03:28 PM
Able Wealth Management LLC 2023 Q4 2/20/2024, 03:17 PM
Cable Car Capital LLC 2023 Q4 - RESTATEMENT 2/20/2024, 02:46 PM
Hiddenite Capital Partners LP 2023 Q4 2/20/2024, 01:46 PM
Birmingham Capital Management Co Inc/Al 2023 Q4 2/20/2024, 12:48 PM
Wellington Wealth Strategies, LLC. 2023 Q4 2/20/2024, 10:47 AM
Nepc Llc 2023 Q4 2/20/2024, 10:39 AM
Voisard Asset Management Group, Inc. 2023 Q4 2/20/2024, 10:23 AM
Covenant Partners, LLC 2023 Q4 2/20/2024, 10:02 AM
Sunpointe, LLC 2023 Q4 2/20/2024, 09:58 AM
Kampmann Melissa S. 2023 Q3 - RESTATEMENT 2/20/2024, 09:49 AM
Pacific Center for Financial Services 2023 Q4 2/20/2024, 09:48 AM
Prospect Financial Services LLC 2023 Q4 2/20/2024, 08:22 AM
Spinnaker Capital Ltd 2023 Q4 2/20/2024, 08:10 AM
Aurora Investment Counsel 2023 Q4 2/20/2024, 06:01 AM
Quarry LP 2023 Q4 - RESTATEMENT 2/16/2024, 09:49 PM
Readystate Asset Management Lp 2023 Q4 - RESTATEMENT 2/16/2024, 06:50 PM
Price T Rowe Associates Inc /Md/ 2023 Q4 - RESTATEMENT 2/16/2024, 05:25 PM
Wesbanco Bank Inc 2023 Q4 2/16/2024, 05:13 PM
Spouting Rock Asset Management, LLC 2023 Q4 2/16/2024, 05:02 PM
Context Capital Management, LLC 2023 Q4 - RESTATEMENT 2/16/2024, 05:02 PM
FACT Capital, LP 2023 Q4 - RESTATEMENT 2/16/2024, 04:50 PM
Ge Investment Management Corp. 2023 Q4 - NEW HOLDINGS 2/16/2024, 04:15 PM
Ares Management Llc 2023 Q3 - NEW HOLDINGS 2/16/2024, 04:01 PM
Francisco Partners Management, LP 2023 Q4 2/16/2024, 04:00 PM
Ares Management Llc 2023 Q2 - NEW HOLDINGS 2/16/2024, 04:00 PM
Ares Management Llc 2023 Q1 - NEW HOLDINGS 2/16/2024, 03:58 PM
Winslow Asset Management Inc 2023 Q4 2/16/2024, 03:57 PM
SageView Advisory Group, LLC 2023 Q4 - RESTATEMENT 2/16/2024, 03:57 PM
Global Assets Advisory, LLC 2023 Q4 - RESTATEMENT 2/16/2024, 03:44 PM
Peloton Wealth Strategists 2023 Q4 - RESTATEMENT 2/16/2024, 03:16 PM