BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 92 of 507  ·  10,136 filings
← Prev 1… 90 91 92 93 94 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/11/2026 Treasure Coast Financial Planning Mar 2026 $194M 48 EDGAR ↗
5/11/2026 Bantamac Capital, Llc Mar 2026 $186M 74 EDGAR ↗
5/11/2026 Hansen & Associates Financial Group, Inc. Mar 2026 $186M 42 EDGAR ↗
5/11/2026 Investments & Financial Planning, LLC Mar 2026 $184M 36 EDGAR ↗
5/11/2026 Andera Partners Mar 2026 $177M 7 EDGAR ↗
5/11/2026 Momentous Wealth Management, Inc. Mar 2026 $175M 41 EDGAR ↗
5/11/2026 Karnit Road Accident Victims Compensation Fund Mar 2026 $170M 17 EDGAR ↗
5/11/2026 Lummis Asset Management, LP Mar 2026 $167M 194 EDGAR ↗
5/11/2026 Accordant Advisory Group Inc Mar 2026 $161M 238 EDGAR ↗
5/11/2026 Steinberg Asset Management Llc Mar 2026 $154M 40 EDGAR ↗
5/11/2026 Rahlfs Capital, Llc Mar 2026 $136M 86 EDGAR ↗
5/11/2026 Lionshead Wealth Management, LLC Mar 2026 $136M 108 EDGAR ↗
5/11/2026 Fairway Financial, LLC Mar 2026 $132M 23 EDGAR ↗
5/11/2026 Clarendon Private LLC Mar 2026 $130M 119 EDGAR ↗
5/11/2026 Eddie Patel Inc Mar 2026 $130M 95 EDGAR ↗
5/11/2026 Travelers Companies, Inc. Mar 2026 $127M 1 EDGAR ↗
5/11/2026 WFA of San Diego, LLC Mar 2026 $125M 404 EDGAR ↗
5/11/2026 Ponta Wealth Partners, LLC Mar 2026 $124M 138 EDGAR ↗
5/11/2026 Farley Capital L.P. Mar 2026 $123M 18 EDGAR ↗
5/11/2026 A4 Wealth Advisors LLC Mar 2026 $122M 103 EDGAR ↗
Page 92 of 507  ·  10,136 filings
← Prev 1… 90 91 92 93 94 …507 Next →