BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 103 of 507  ·  10,136 filings
← Prev 1… 101 102 103 104 105 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/6/2026 Sterling Financial Planning, Inc. Mar 2026 $337M 117 EDGAR ↗
5/6/2026 VSM Wealth Advisory, LLC Mar 2026 $335M 505 EDGAR ↗
5/6/2026 Morling Financial Advisors, LLC Mar 2026 $325M 108 EDGAR ↗
5/6/2026 Windmill Hill Asset Management Ltd Mar 2026 $321M 23 EDGAR ↗
5/6/2026 Gerald Baker Financial Group LLC Mar 2026 $316M 114 EDGAR ↗
5/6/2026 Precision Wealth Strategies, LLC Mar 2026 $301M 156 EDGAR ↗
5/6/2026 B&I Capital AG Mar 2026 $294M 24 EDGAR ↗
5/6/2026 Future Fund LLC Mar 2026 $284M 127 EDGAR ↗
5/6/2026 Arcus Capital Partners, LLC Dec 2025 $279M 144 EDGAR ↗
5/6/2026 Arcus Capital Partners, LLC Mar 2026 $278M 121 EDGAR ↗
5/6/2026 Townsend Asset Management Corp /Nc/ /Adv Mar 2026 $277M 187 EDGAR ↗
5/6/2026 Renesas Electronics America Inc. Mar 2026 $275M 1 EDGAR ↗
5/6/2026 TCFG Investment Advisors, LLC Mar 2026 $267M 274 EDGAR ↗
5/6/2026 Gallacher Capital Management LLC Mar 2026 $261M 301 EDGAR ↗
5/6/2026 Thomas Story & Son Llc Mar 2026 $261M 51 EDGAR ↗
5/6/2026 Juno Financial Group LLC Mar 2026 $255M 70 EDGAR ↗
5/6/2026 AXS Investments LLC Mar 2026 $248M 190 EDGAR ↗
5/6/2026 Anb Bank Mar 2026 $247M 202 EDGAR ↗
5/6/2026 HighMark Wealth Management LLC Mar 2026 $246M 555 EDGAR ↗
5/6/2026 Paces Ferry Wealth Advisors, Llc Mar 2026 $241M 135 EDGAR ↗
Page 103 of 507  ·  10,136 filings
← Prev 1… 101 102 103 104 105 …507 Next →