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Portfolio (Quarterly) Guide ↗
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Page 116 of 507  ·  10,136 filings
← Prev 1… 114 115 116 117 118 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/4/2026 Magnolia Capital Management Ltd Mar 2026 $148M 73 EDGAR ↗
5/4/2026 Foundation Wealth Management, LLC Mar 2026 $148M 44 EDGAR ↗
5/4/2026 Wealthgarden F.S. Llc Mar 2026 $147M 165 EDGAR ↗
5/4/2026 Innovative Wealth Building LLC Mar 2026 $142M 70 EDGAR ↗
5/4/2026 Illumine Investment Management, LLC Mar 2026 $130M 92 EDGAR ↗
5/4/2026 Vista Finance, Llc Mar 2026 $126M 55 EDGAR ↗
5/4/2026 Blake Schutter Theil Wealth Advisors, LLC Mar 2026 $123M 111 EDGAR ↗
5/4/2026 Peapod Lane Capital LLC Mar 2026 $122M 62 EDGAR ↗
5/4/2026 Chapman Investment Management, LLC Mar 2026 $121M 26 EDGAR ↗
5/4/2026 Fundamenta Capital S.A. Mar 2026 $116M 11 EDGAR ↗
5/4/2026 Stirlingshire Investments, Inc. Mar 2026 $114M 196 EDGAR ↗
5/4/2026 Cdkv Holdings Llc Mar 2026 $114M 275 EDGAR ↗
5/4/2026 Bosman Wealth Management, LLC Mar 2026 $114M 52 EDGAR ↗
5/4/2026 Bretton Capital Management, LLC Mar 2026 $109M 18 EDGAR ↗
5/4/2026 Northland Securities, Inc. Mar 2026 $105M 108 EDGAR ↗
5/4/2026 MY Wealth Management Inc. Mar 2026 $103M 26 EDGAR ↗
5/4/2026 Arrow Investment Advisors, LLC Mar 2026 $94M 59 EDGAR ↗
5/4/2026 Garrison Bradford & Associates Inc Mar 2026 $88M 38 EDGAR ↗
5/4/2026 Tuttle Capital Management, LLC Mar 2026 $61M 124 EDGAR ↗
5/4/2026 Capital Management Associates /Ny/ Mar 2026 $60M 36 EDGAR ↗
Page 116 of 507  ·  10,136 filings
← Prev 1… 114 115 116 117 118 …507 Next →