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INSTITUTIONAL HOLDINGS · 34,986 results Live
Institutional Holdings CLEAR Nov 4 — 0.00

13F-HR - CLEAR WAVE WEALTH MANAGEMENT LLC (0002113615) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CLEAR WAVE WEALTH MANAGEMENT LLC.

Institutional Holdings Kohmann Nov 4 — 0.00

13F-HR - Kohmann Bosshard Financial Services, LLC (0001696615) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Kohmann Bosshard Financial Services, LLC.

Institutional Holdings 13F-HR/A Nov 4 — 0.00

13F-HR/A - JIM SAULNIER & ASSOCIATES, LLC (0002044420) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - JIM SAULNIER & ASSOCIATES, LLC (0002044420) (Filer).

Institutional Holdings Fairscale Nov 4 — 0.00

13F-HR - Fairscale Capital, LLC (0002032350) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fairscale Capital, LLC.

Institutional Holdings Cutter Nov 4 — 0.00

13F-HR - Cutter & CO Brokerage, Inc. (0001406995) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cutter & CO Brokerage, Inc..

Institutional Holdings Creekside Nov 4 — 0.00

13F-HR - Creekside Partners (0002035951) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Creekside Partners.

Institutional Holdings Soundwatch Nov 4 — 0.00

13F-HR - Soundwatch Capital LLC (0001803253) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Soundwatch Capital LLC.

Institutional Holdings M&G Nov 4 — 0.00

13F-HR - M&G Plc (0001802539) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by M&G Plc.

Institutional Holdings Plante Nov 4 — 0.00

13F-HR - Plante Moran Financial Advisors, LLC (0001424717) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Plante Moran Financial Advisors, LLC.

Institutional Holdings Consolidated Nov 4 — 0.00

13F-HR - Consolidated Investment Group LLC (0001556168) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Consolidated Investment Group LLC.

Institutional Holdings 13F-HR/A Nov 4 — 0.00

13F-HR/A - VESTOR CAPITAL, LLC (0001132699) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - VESTOR CAPITAL, LLC (0001132699) (Filer).

Institutional Holdings VILLERE Nov 4 — 0.00

13F-HR - VILLERE ST DENIS J & CO LLC (0001113629) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by VILLERE ST DENIS J & CO LLC.

Institutional Holdings Kestra Nov 4 — 0.00

13F-HR - Kestra Investment Management, LLC (0001962449) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Kestra Investment Management, LLC.

Institutional Holdings AlphaCore Nov 4 — 0.00

13F-HR - AlphaCore Capital LLC (0001713662) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by AlphaCore Capital LLC.

Institutional Holdings 1888 Nov 4 — 0.00

13F-HR - 1888 Investments, LLC (0001885092) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 1888 Investments, LLC.

Institutional Holdings Capital Nov 4 — 0.00

13F-HR - Capital Today Evergreen Fund, L.P. (0001625502) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Capital Today Evergreen Fund, L.P..

Institutional Holdings Goldenstone Nov 4 — 0.00

13F-HR - Goldenstone Wealth Management LLC (0002109094) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Goldenstone Wealth Management LLC.

Institutional Holdings LANGLEY Nov 4 — 0.00

13F-HR - LANGLEY WEALTH MANAGEMENT, LLC (0002141692) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LANGLEY WEALTH MANAGEMENT, LLC.

Institutional Holdings NKCFO Nov 4 — 0.00

13F-HR - NKCFO LLC (0001757282) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NKCFO LLC.

Institutional Holdings Fogel Nov 4 — 0.00

13F-HR - Fogel Capital Management, Inc. (0002011427) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fogel Capital Management, Inc..