Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
LAZARI CAPITAL MANAGEMENT, INC. 2024 Q1 6/24/2024, 12:12 PM
Oak Root LLC 2023 Q4 6/24/2024, 08:52 AM
Envoi LLC 2023 Q4 6/21/2024, 12:55 PM
Envoi LLC 2023 Q3 6/21/2024, 12:54 PM
Envoi LLC 2023 Q2 6/21/2024, 12:53 PM
Envoi LLC 2023 Q1 6/21/2024, 12:53 PM
Envoi LLC 2022 Q4 6/21/2024, 12:52 PM
Envoi LLC 2022 Q3 6/21/2024, 12:51 PM
Envoi LLC 2022 Q2 6/21/2024, 12:50 PM
Envoi LLC 2022 Q1 6/21/2024, 12:49 PM
Envoi LLC 2021 Q4 6/21/2024, 12:47 PM
Envoi LLC 2021 Q3 6/21/2024, 12:46 PM
Envoi LLC 2021 Q2 6/21/2024, 12:46 PM
Envoi LLC 2021 Q1 6/21/2024, 12:45 PM
Envoi LLC 2020 Q4 6/21/2024, 12:42 PM
Envoi LLC 2020 Q3 6/21/2024, 12:42 PM
Envoi LLC 2020 Q2 6/21/2024, 12:41 PM
Envoi LLC 2020 Q1 6/21/2024, 12:41 PM
Envoi LLC 2019 Q4 6/21/2024, 12:37 PM
Cape Investment Advisory, Inc. 2024 Q1 6/21/2024, 12:37 PM
Envoi LLC 2019 Q3 6/21/2024, 12:36 PM
Envoi LLC 2019 Q2 6/21/2024, 12:35 PM
Envoi LLC 2019 Q1 6/21/2024, 12:34 PM
Abich Financial Wealth Management LLC 2024 Q1 6/21/2024, 11:02 AM
abrdn plc 2023 Q2 - RESTATEMENT 6/20/2024, 04:05 PM
abrdn plc 2023 Q1 - RESTATEMENT 6/20/2024, 04:03 PM
abrdn plc 2022 Q4 - RESTATEMENT 6/20/2024, 04:02 PM
HM PAYSON & CO 2024 Q1 6/20/2024, 11:22 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2023 Q4 - NEW HOLDINGS 6/20/2024, 09:38 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2023 Q3 - NEW HOLDINGS 6/20/2024, 09:38 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2023 Q2 - NEW HOLDINGS 6/20/2024, 09:37 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2023 Q1 - NEW HOLDINGS 6/20/2024, 09:37 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2022 Q4 - NEW HOLDINGS 6/20/2024, 09:36 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2022 Q3 - NEW HOLDINGS 6/20/2024, 09:35 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2022 Q2 - NEW HOLDINGS 6/20/2024, 09:35 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2022 Q1 - NEW HOLDINGS 6/20/2024, 09:34 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2021 Q4 - NEW HOLDINGS 6/20/2024, 09:32 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2021 Q3 - NEW HOLDINGS 6/20/2024, 09:32 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2021 Q2 - NEW HOLDINGS 6/20/2024, 09:31 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2021 Q1 - NEW HOLDINGS 6/20/2024, 09:30 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2020 Q4 - NEW HOLDINGS 6/20/2024, 09:29 AM
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2020 Q3 - NEW HOLDINGS 6/20/2024, 09:27 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2019 Q1 6/17/2024, 03:02 PM
TruNorth Capital Management, LLC 2024 Q1 6/17/2024, 02:44 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2019 Q2 6/17/2024, 02:39 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2019 Q3 6/17/2024, 02:18 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2019 Q4 6/17/2024, 01:55 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2020 Q1 6/17/2024, 01:17 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2020 Q2 6/17/2024, 12:49 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2020 Q3 6/17/2024, 12:39 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2020 Q4 6/17/2024, 12:31 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2021 Q1 6/17/2024, 12:21 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2021 Q2 6/17/2024, 12:12 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2021 Q3 6/17/2024, 12:03 PM
TRAPHAGEN INVESTMENT ADVISORS LLC 2021 Q4 6/17/2024, 11:55 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2022 Q1 6/17/2024, 11:39 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2022 Q2 6/17/2024, 11:26 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2022 Q3 6/17/2024, 11:09 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2022 Q4 6/17/2024, 10:46 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2023 Q1 6/17/2024, 10:31 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2023 Q2 6/17/2024, 09:58 AM
Kopp Family Office, LLC 2024 Q1 6/17/2024, 09:28 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2023 Q3 6/17/2024, 08:43 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2023 Q4 6/17/2024, 08:14 AM
CHELSEA COUNSEL CO 2024 Q1 6/14/2024, 07:00 PM
Quent Capital, LLC 2023 Q3 - RESTATEMENT 6/14/2024, 06:15 PM
Quent Capital, LLC 2023 Q2 - RESTATEMENT 6/14/2024, 06:14 PM
Quent Capital, LLC 2023 Q4 - RESTATEMENT 6/14/2024, 06:15 PM
Quent Capital, LLC 2023 Q1 - RESTATEMENT 6/14/2024, 06:13 PM
PRUDENTIAL FINANCIAL INC 2023 Q3 - NEW HOLDINGS 6/14/2024, 04:54 PM
PRUDENTIAL FINANCIAL INC 2023 Q2 - NEW HOLDINGS 6/14/2024, 04:52 PM
PRUDENTIAL FINANCIAL INC 2023 Q1 - NEW HOLDINGS 6/14/2024, 04:50 PM
PRUDENTIAL FINANCIAL INC 2022 Q4 - NEW HOLDINGS 6/14/2024, 04:48 PM
PRUDENTIAL FINANCIAL INC 2022 Q3 - NEW HOLDINGS 6/14/2024, 04:45 PM
PRUDENTIAL FINANCIAL INC 2022 Q2 - NEW HOLDINGS 6/14/2024, 04:43 PM
PRUDENTIAL FINANCIAL INC 2022 Q1 - NEW HOLDINGS 6/14/2024, 04:41 PM
PRUDENTIAL FINANCIAL INC 2021 Q4 - NEW HOLDINGS 6/14/2024, 04:34 PM
PRUDENTIAL FINANCIAL INC 2021 Q3 - NEW HOLDINGS 6/14/2024, 04:32 PM
PRUDENTIAL FINANCIAL INC 2021 Q2 - NEW HOLDINGS 6/14/2024, 04:30 PM
PRUDENTIAL FINANCIAL INC 2021 Q1 - NEW HOLDINGS 6/14/2024, 04:28 PM
PRUDENTIAL FINANCIAL INC 2020 Q4 - NEW HOLDINGS 6/14/2024, 04:16 PM
PRUDENTIAL FINANCIAL INC 2020 Q3 - NEW HOLDINGS 6/14/2024, 04:12 PM
PRUDENTIAL FINANCIAL INC 2020 Q2 - NEW HOLDINGS 6/14/2024, 04:09 PM
PRUDENTIAL FINANCIAL INC 2020 Q1 - NEW HOLDINGS 6/14/2024, 04:05 PM
PRUDENTIAL FINANCIAL INC 2019 Q4 - NEW HOLDINGS 6/14/2024, 04:03 PM
PRUDENTIAL FINANCIAL INC 2019 Q3 - NEW HOLDINGS 6/14/2024, 03:59 PM
PRUDENTIAL FINANCIAL INC 2019 Q2 - NEW HOLDINGS 6/14/2024, 03:44 PM
PRUDENTIAL FINANCIAL INC 2019 Q1 - NEW HOLDINGS 6/14/2024, 03:30 PM
PGIM Wadhwani LLP 2018 Q4 6/14/2024, 03:07 PM
PGIM Wadhwani LLP 2018 Q3 6/14/2024, 03:00 PM
PGIM Wadhwani LLP 2018 Q2 6/14/2024, 02:56 PM
PGIM Wadhwani LLP 2018 Q1 6/14/2024, 02:51 PM
PGIM Wadhwani LLP 2017 Q4 6/14/2024, 02:45 PM
Night Owl Capital Management, LLC 2023 Q4 - RESTATEMENT 6/14/2024, 12:44 PM
Night Owl Capital Management, LLC 2023 Q3 - RESTATEMENT 6/14/2024, 12:41 PM
Night Owl Capital Management, LLC 2023 Q2 - RESTATEMENT 6/14/2024, 12:39 PM
Night Owl Capital Management, LLC 2023 Q1 - RESTATEMENT 6/14/2024, 12:37 PM
Night Owl Capital Management, LLC 2022 Q4 - RESTATEMENT 6/14/2024, 12:34 PM
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2024 Q1 6/14/2024, 12:08 PM
SRN Advisors, LLC 2024 Q1 6/14/2024, 10:45 AM