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Nov 4 13F-HR - ENTRUST FINANCIAL LLC (0002109860) (Filer)Nov 4 13F-HR - Wealthspring Capital LLC (0001844495) (Filer)Nov 4 13F-HR - Burton Enright Welch (0002105919) (Filer)Nov 4 13F-HR - Journey Beyond Wealth, LLC (0002052989) (Filer)Nov 4 13F-HR - Beverly Hills Private Wealth, LLC (0001965710) (Filer)
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INSTITUTIONAL HOLDINGS · 35,228 results Live
Institutional Holdings ENTRUST Nov 4 — 0.00

13F-HR - ENTRUST FINANCIAL LLC (0002109860) (Filer)

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

Institutional Holdings Wealthspring Nov 4 — 0.00

13F-HR - Wealthspring Capital LLC (0001844495) (Filer)

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

Institutional Holdings Burton Nov 4 — 0.00

13F-HR - Burton Enright Welch (0002105919) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Burton Enright Welch.

Institutional Holdings Journey Nov 4 — 0.00

13F-HR - Journey Beyond Wealth, LLC (0002052989) (Filer)

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

Institutional Holdings Beverly Nov 4 — 0.00

13F-HR - Beverly Hills Private Wealth, LLC (0001965710) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Beverly Hills Private Wealth, LLC.

Institutional Holdings Bryn Nov 4 — 0.00

13F-HR - Bryn Mawr Trust Advisors, LLC (0001700481) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bryn Mawr Trust Advisors, LLC.

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

13F-HR/A - HAGER INVESTMENT MANAGEMENT SERVICES, LLC (0002026645) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - HAGER INVESTMENT MANAGEMENT SERVICES, LLC (0002026645) (Filer).

Institutional Holdings HAGER Nov 4 — 0.00

13F-HR - HAGER INVESTMENT MANAGEMENT SERVICES, LLC (0002026645) (Filer)

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

Institutional Holdings Bear Nov 4 — 0.00

13F-HR - Bear Mountain Capital, Inc. (0002009419) (Filer)

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

Institutional Holdings APEIRON Nov 4 — 0.00

13F-HR - APEIRON CAPITAL Ltd (0001843111) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by APEIRON CAPITAL Ltd.

Institutional Holdings Avion Nov 4 — 0.00

13F-HR - Avion Wealth (0001792704) (Filer)

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

Institutional Holdings UK Nov 4 — 0.00

13F-HR - Working Capital Advisors (UK) Ltd. (0001807878) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Working Capital Advisors. Ticker: UK.

Institutional Holdings Powers Nov 4 — 0.00

13F-HR - Powers Capital, LLC (0002056287) (Filer)

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

Institutional Holdings Platt Nov 4 — 0.00

13F-HR - Platt Wealth Management LLC (0002109497) (Filer)

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

Institutional Holdings HOERTKORN Nov 4 — 0.00

13F-HR - HOERTKORN RICHARD CHARLES (0001598177) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HOERTKORN RICHARD CHARLES.

Institutional Holdings Navigoe, Nov 4 — 0.00

13F-HR - Navigoe, LLC (0002056100) (Filer)

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

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

13F-HR/A - HOHIMER WEALTH MANAGEMENT, LLC (0001802533) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - HOHIMER WEALTH MANAGEMENT, LLC (0001802533) (Filer).

Institutional Holdings SoundView Nov 4 — 0.00

13F-HR - SoundView Advisors Inc. (0002054083) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SoundView Advisors Inc..

Institutional Holdings MYCIO Nov 4 — 0.00

13F-HR - MYCIO WEALTH PARTNERS, LLC (0001371726) (Filer)

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

Institutional Holdings CARRET Nov 3 — 0.00

13F-HR - CARRET ASSET MANAGEMENT, LLC (0000791490) (Filer)

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