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Portfolio (Quarterly) Guide ↗
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Page 89 of 507  ·  10,139 filings
← Prev 1… 87 88 89 90 91 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/11/2026 Tulsa Wealth Advisors, INC Mar 2026 $570M 150 EDGAR ↗
5/11/2026 Beacon Capital Management, LLC Mar 2026 $567M 166 EDGAR ↗
5/11/2026 Founders Financial Alliance, LLC Mar 2026 $555M 735 EDGAR ↗
5/11/2026 Atlas Legacy Advisors, LLC Mar 2026 $550M 300 EDGAR ↗
5/11/2026 REAP Financial Group, LLC Mar 2026 $507M 533 EDGAR ↗
5/11/2026 Northwest Quadrant Wealth Management, LLC Mar 2026 $481M 67 EDGAR ↗
5/11/2026 MSH Capital Advisors LLC Mar 2026 $472M 273 EDGAR ↗
5/11/2026 Hussman Strategic Advisors, Inc. Mar 2026 $463M 268 EDGAR ↗
5/11/2026 NatWest Group plc Mar 2026 $462M 83 EDGAR ↗
5/11/2026 Eldridge Investment Advisors, Inc. Mar 2026 $456M 154 EDGAR ↗
5/11/2026 Lind Value II ApS Mar 2026 $451M 8 EDGAR ↗
5/11/2026 Cornerstone Planning, LLC Mar 2026 $443M 141 EDGAR ↗
5/11/2026 Endeavour Capital Advisors Inc Mar 2026 $441M 42 EDGAR ↗
5/11/2026 Foyston, Gordon & Payne Inc Mar 2026 $434M 67 EDGAR ↗
5/11/2026 Summit Wealth & Retirement Planning, Inc. Mar 2026 $419M 108 EDGAR ↗
5/11/2026 Cincinnati Specialty Underwriters Insurance CO Mar 2026 $412M 46 EDGAR ↗
5/11/2026 Pier 88 Investment Partners Llc Mar 2026 $402M 112 EDGAR ↗
5/11/2026 Strengthening Families & Communities, LLC Mar 2026 $401M 589 EDGAR ↗
5/11/2026 Dockside LLC Mar 2026 $397M 177 EDGAR ↗
5/11/2026 RV Capital Mar 2026 $383M 13 EDGAR ↗
Page 89 of 507  ·  10,139 filings
← Prev 1… 87 88 89 90 91 …507 Next →