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Portfolio (Quarterly) Guide ↗
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Page 84 of 507  ·  10,139 filings
← Prev 1… 82 83 84 85 86 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/12/2026 Reyes Financial Architecture, Inc. Mar 2026 $122M 348 EDGAR ↗
5/12/2026 Dynamic Financial Group Mar 2026 $122M 69 EDGAR ↗
5/12/2026 Valliance Asset Management Ltd Mar 2026 $122M 8 EDGAR ↗
5/12/2026 Frisco Financial Planning LLC Mar 2026 $121M 29 EDGAR ↗
5/12/2026 Frisco Financial Planning LLC Dec 2025 $120M 26 EDGAR ↗
5/12/2026 Worldly Partners Management, Llc Mar 2026 $118M 3 EDGAR ↗
5/12/2026 Godfrey Financial Associates, Inc. Mar 2026 $117M 1,122 EDGAR ↗
5/12/2026 Chung Wu Investment Group, LLC Mar 2026 $116M 259 EDGAR ↗
5/12/2026 Graham Capital Wealth Management, Llc Mar 2026 $113M 56 EDGAR ↗
5/12/2026 Green Court Capital Management Ltd Mar 2026 $108M 5 EDGAR ↗
5/12/2026 Haven Global Partners, LLC Mar 2026 $106M 8 EDGAR ↗
5/12/2026 Vines Capital Management, LLC Mar 2026 $101M 88 EDGAR ↗
5/12/2026 XY Capital Ltd Mar 2026 $101M 95 EDGAR ↗
5/12/2026 Jeter Robert S II Mar 2026 $100M 43 EDGAR ↗
5/12/2026 Sapphire Ventures, L.L.C. Mar 2026 $99M 4 EDGAR ↗
5/12/2026 Red Reef Advisors Llc Mar 2026 $96M 179 EDGAR ↗
5/12/2026 FirstWave Capital Management LLC Mar 2026 $94M 27 EDGAR ↗
5/12/2026 Telligent Fund, LP Mar 2026 $94M 24 EDGAR ↗
5/12/2026 Prism Planning Partners LLC Mar 2026 $85M 64 EDGAR ↗
5/12/2026 Empower Harvest Management Services, Inc. Mar 2026 $74M 1 EDGAR ↗
Page 84 of 507  ·  10,139 filings
← Prev 1… 82 83 84 85 86 …507 Next →