BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 207 of 507  ·  10,139 filings
← Prev 1… 205 206 207 208 209 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/9/2026 Walnut Private Equity Partners, Llc Mar 2026 $181M 14 EDGAR ↗
4/9/2026 Taylor & Morgan Wealth Management, LLC Mar 2026 $175M 79 EDGAR ↗
4/9/2026 Ehrlich Financial Group Mar 2026 $174M 112 EDGAR ↗
4/9/2026 Herbst Group, Llc Mar 2026 $162M 59 EDGAR ↗
4/9/2026 Adirondack Capital Advisors, LLC Mar 2026 $156M 44 EDGAR ↗
4/9/2026 Somnio Financial Group, LLC Mar 2026 $152M 14 EDGAR ↗
4/9/2026 Silvia Mccoll Wealth Management, Llc Mar 2026 $152M 119 EDGAR ↗
4/9/2026 Wincap Financial Llc Mar 2026 $150M 87 EDGAR ↗
4/9/2026 VERITY Wealth Advisors Mar 2026 $150M 81 EDGAR ↗
4/9/2026 Lakehouse Capital Pty Ltd Mar 2026 $148M 13 EDGAR ↗
4/9/2026 Crocodile Capital Partners GmbH Mar 2026 $140M 12 EDGAR ↗
4/9/2026 Safir Wealth Advisors, LLC Mar 2026 $138M 19 EDGAR ↗
4/9/2026 Camelot Technology Advisors, Inc. Mar 2026 $138M 59 EDGAR ↗
4/9/2026 Dorato Capital Management Mar 2026 $135M 254 EDGAR ↗
4/9/2026 Platt Investment Counsel, LLC Mar 2026 $130M 13 EDGAR ↗
4/9/2026 Stewardship Concepts Financial Services Llc Mar 2026 $128M 62 EDGAR ↗
4/9/2026 ASL Financial, LLC Mar 2026 $125M 91 EDGAR ↗
4/9/2026 Freestate Advisors LLC Mar 2026 $125M 42 EDGAR ↗
4/9/2026 Mfg Wealth Management, Inc. Mar 2026 $121M 61 EDGAR ↗
4/9/2026 American National Bank of Texas Mar 2026 $105M 63 EDGAR ↗
Page 207 of 507  ·  10,139 filings
← Prev 1… 205 206 207 208 209 …507 Next →