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Portfolio (Quarterly) Guide ↗
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Page 83 of 507  ·  10,139 filings
← Prev 1… 81 82 83 84 85 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/12/2026 Millbank Dartmoor Portsmouth Llc Mar 2026 $154M 2 EDGAR ↗
5/12/2026 Charter Research & Investment Group, Inc. Mar 2026 $150M 86 EDGAR ↗
5/12/2026 Clark Wealth Partners Mar 2026 $149M 604 EDGAR ↗
5/12/2026 Crestwood Capital Management, L.P. Mar 2026 $146M 15 EDGAR ↗
5/12/2026 Entrust Financial Llc Mar 2026 $143M 457 EDGAR ↗
5/12/2026 Cooper Capital Advisors LLC Mar 2026 $143M 35 EDGAR ↗
5/12/2026 Avant Capital LLC Mar 2026 $142M 76 EDGAR ↗
5/12/2026 Chapman Financial Group, Llc Mar 2026 $140M 315 EDGAR ↗
5/12/2026 Kennondale Capital Management LLC Mar 2026 $139M 78 EDGAR ↗
5/12/2026 Lepercq De Neuflize Asset Management LLC Mar 2026 $138M 26 EDGAR ↗
5/12/2026 Tannin Capital LLC Mar 2026 $138M 152 EDGAR ↗
5/12/2026 AI-Squared Management Ltd Mar 2026 $137M 19 EDGAR ↗
5/12/2026 Womack Financial LLC Mar 2026 $136M 71 EDGAR ↗
5/12/2026 LightSquare Wealth Management, LLC Mar 2026 $133M 92 EDGAR ↗
5/12/2026 Axos Invest Inc. Mar 2026 $132M 19 EDGAR ↗
5/12/2026 Phillip James Consulting Co. Mar 2026 $132M 378 EDGAR ↗
5/12/2026 Collier Financial Mar 2026 $131M 136 EDGAR ↗
5/12/2026 Safe Harbor Family Capital, LLC Mar 2026 $128M 55 EDGAR ↗
5/12/2026 Chesapeake Asset Management Llc Mar 2026 $126M 328 EDGAR ↗
5/12/2026 Barington Companies Management, Llc Mar 2026 $123M 8 EDGAR ↗
Page 83 of 507  ·  10,139 filings
← Prev 1… 81 82 83 84 85 …507 Next →