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Portfolio (Quarterly) Guide ↗
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Page 208 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/9/2026 Pacific Capital Partners Ltd Mar 2026 $101M 38 EDGAR ↗
4/9/2026 Asset Value Investors Ltd Mar 2026 $100M 2 EDGAR ↗
4/9/2026 Yanni & Associates Investment Advisors, LLC Mar 2026 $96M 34 EDGAR ↗
4/9/2026 General Motors Holdings LLC Mar 2026 $91M 5 EDGAR ↗
4/9/2026 PCB Capital LLC Dec 2025 $62M 187 EDGAR ↗
4/9/2026 Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Mar 2026 $56M 38 EDGAR ↗
4/9/2026 Arlington Partners LLC Mar 2026 $50M 62 EDGAR ↗
4/9/2026 New York University Mar 2026 $3M 1 EDGAR ↗
4/9/2026 Turner Capital Investments, LLC Mar 2026 $420,684 1 EDGAR ↗
4/9/2026 Cutter & CO Brokerage, Inc. Mar 2026 — 1 EDGAR ↗
4/8/2026 Parkside Investments, LLC Mar 2026 $823.1B 98 EDGAR ↗
4/8/2026 Significant Wealth Partners LLC Mar 2026 $81.2B 111 EDGAR ↗
4/8/2026 Composition Wealth, LLC Mar 2026 $7.3B 891 EDGAR ↗
4/8/2026 NorthCrest Asset Manangement, LLC Mar 2026 $3.2B 766 EDGAR ↗
4/8/2026 Sax Wealth Advisors, Llc Mar 2026 $2.1B 482 EDGAR ↗
4/8/2026 Stephens Group Asset Management, Llc Mar 2026 $1.6B 26 EDGAR ↗
4/8/2026 Avity Investment Management Inc. Mar 2026 $1.4B 114 EDGAR ↗
4/8/2026 Woodstock Corp Mar 2026 $1.1B 156 EDGAR ↗
4/8/2026 Canandaigua National Corp Mar 2026 $1.1B 310 EDGAR ↗
4/8/2026 Quantum Financial Advisors, LLC Mar 2026 $891M 231 EDGAR ↗
Page 208 of 507  ·  10,139 filings
← Prev 1… 206 207 208 209 210 …507 Next →