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Portfolio (Quarterly) Guide ↗
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Page 93 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/11/2026 Garton & Associates Financial Advisors LLC Mar 2026 $122M 149 EDGAR ↗
5/11/2026 Troutman Wealth Management, LLC Mar 2026 $120M 37 EDGAR ↗
5/11/2026 Msrh, Llc Mar 2026 $113M 29 EDGAR ↗
5/11/2026 Vitruvian Partners LLP Mar 2026 $112M 7 EDGAR ↗
5/11/2026 Smith Partners Wealth Management, LLC Mar 2026 $112M 76 EDGAR ↗
5/11/2026 Obsidian Cio, Llc Mar 2026 $111M 217 EDGAR ↗
5/11/2026 Accuvest Global Advisors Mar 2026 $107M 57 EDGAR ↗
5/11/2026 Expressive Wealth LLC Mar 2026 $105M 130 EDGAR ↗
5/11/2026 Yunqi Capital Ltd Mar 2026 $92M 4 EDGAR ↗
5/11/2026 LDR Capital Management LLC Mar 2026 $74M 44 EDGAR ↗
5/11/2026 H&F Corporate Investors IX, Ltd. Mar 2026 $65M 1 EDGAR ↗
5/11/2026 H&F Corporate Investors VIII, Ltd. Mar 2026 $64M 1 EDGAR ↗
5/11/2026 Charles Schwab Trust Bank Mar 2026 $63M 1 EDGAR ↗
5/11/2026 China-UAE Investment Cooperation Fund, L.P. Mar 2026 $63M 1 EDGAR ↗
5/11/2026 Amitell Capital Pte Ltd Mar 2026 $62M 14 EDGAR ↗
5/11/2026 Timmons Wealth Management, LLC Mar 2026 $50M 73 EDGAR ↗
5/11/2026 CSU Producer Resources, Inc. Mar 2026 $35M 23 EDGAR ↗
5/11/2026 O'Neil Global Advisors, Inc. Mar 2026 $14M 12 EDGAR ↗
5/11/2026 Electric Capital Partners, LLC Dec 2025 $12M 2 EDGAR ↗
5/11/2026 PharVision Advisers, LLC Mar 2026 $10M 97 EDGAR ↗
Page 93 of 507  ·  10,136 filings
← Prev 1… 91 92 93 94 95 …507 Next →