BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 390 of 507  ·  10,135 filings
← Prev 1… 388 389 390 391 392 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 Client First Capital LLC Dec 2025 $237M — EDGAR ↗
1/26/2026 Cottage Street Advisors LLC Dec 2025 $236M — EDGAR ↗
1/26/2026 Integrated Capital Management, LLC Dec 2025 $233M — EDGAR ↗
1/26/2026 WJ Interests, LLC Dec 2025 $232M — EDGAR ↗
1/26/2026 Second Half Financial Partners, LLC Dec 2025 $225M — EDGAR ↗
1/26/2026 Transcendent Capital Group LLC Dec 2025 $221M — EDGAR ↗
1/26/2026 Grand Wealth Management, Llc Dec 2025 $221M — EDGAR ↗
1/26/2026 Peoples Financial Services Corp. Dec 2025 $214M — EDGAR ↗
1/26/2026 Steinberganna Wealth Management Dec 2025 $213M — EDGAR ↗
1/26/2026 Oxinas Partners, LLC Dec 2025 $208M — EDGAR ↗
1/26/2026 CWC Advisors, LLC. Dec 2025 $207M — EDGAR ↗
1/26/2026 Pursue Wealth Partners Llc Dec 2025 $206M — EDGAR ↗
1/26/2026 Brendel Financial Advisors LLC Dec 2025 $203M — EDGAR ↗
1/26/2026 Decker Retirement Planning Inc. Dec 2025 $201M — EDGAR ↗
1/26/2026 Taylor Frigon Capital Management LLC Dec 2025 $198M — EDGAR ↗
1/26/2026 First Bancorp, Inc /ME/ Dec 2025 $188M — EDGAR ↗
1/26/2026 Global Wealth Management, LLC Dec 2025 $186M — EDGAR ↗
1/26/2026 Lowery Thomas, Llc Dec 2025 $177M — EDGAR ↗
1/26/2026 Forbes Financial Planning, Inc. Dec 2025 $171M — EDGAR ↗
1/26/2026 Martin Capital Advisors, LLP Dec 2025 $171M — EDGAR ↗
Page 390 of 507  ·  10,135 filings
← Prev 1… 388 389 390 391 392 …507 Next →