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Financial Intelligence.
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SEC 8-K filings, insider trades, FDA approvals, Federal Reserve statements, and market-moving events — AI-curated, updated every 60 seconds.

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Oct 29 13F-HR - Bank Julius Baer & Co. Ltd, Zurich (0001544599) (Filer)Oct 29 13F-HR - PINKERTON WEALTH, LLC (0001536446) (Filer)Oct 29 13F-HR - Prairie Wealth Advisors, Inc. (0002022783) (Filer)Oct 29 13F-HR - Boit C F David (0001308331) (Filer)Oct 29 13F-HR - Virtue Capital Management, LLC (0001729985) (Filer)
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INSTITUTIONAL HOLDINGS · 35,402 results Live
Institutional Holdings Bank Oct 29 — 0.00

13F-HR - Bank Julius Baer & Co. Ltd, Zurich (0001544599) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bank Julius Baer & Co. Ltd, Zurich.

Institutional Holdings PINKERTON Oct 29 — 0.00

13F-HR - PINKERTON WEALTH, LLC (0001536446) (Filer)

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

Institutional Holdings Prairie Oct 29 — 0.00

13F-HR - Prairie Wealth Advisors, Inc. (0002022783) (Filer)

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

Institutional Holdings Boit Oct 29 — 0.00

13F-HR - Boit C F David (0001308331) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Boit C F David.

Institutional Holdings Virtue Oct 29 — 0.00

13F-HR - Virtue Capital Management, LLC (0001729985) (Filer)

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

Institutional Holdings Trek Oct 29 — 0.00

13F-HR - Trek Financial, LLC (0001768195) (Filer)

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

Institutional Holdings True Oct 29 — 0.00

13F-HR - True Freedom Investing, LLC (0002096483) (Filer)

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

Institutional Holdings Pinnacle Oct 29 — 0.00

13F-HR - Pinnacle Financial Group, LLC / IL (0001905962) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pinnacle Financial Group, LLC / IL.

Institutional Holdings Security Oct 29 — 0.00

13F-HR - Security Financial Services, INC. (0001913590) (Filer)

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

Institutional Holdings PROVIDENT Oct 29 — 0.00

13F-HR - PROVIDENT TRUST CO (0001140436) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PROVIDENT TRUST CO.

Institutional Holdings iA Oct 29 — 0.00

13F-HR - iA Global Asset Management Inc. (0001969566) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by iA Global Asset Management Inc..

Institutional Holdings Industrial Oct 29 — 0.00

13F-HR - Industrial Alliance Investment Management Inc. (0001630798) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Industrial Alliance Investment Management Inc..

Institutional Holdings Maytree Oct 29 — 0.00

13F-HR - Maytree Asset Management Ltd (0001869683) (Filer)

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

Institutional Holdings Leonteq Oct 29 — 0.00

13F-HR - Leonteq Securities AG (0001535950) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Leonteq Securities AG.

Institutional Holdings Alliance Oct 29 — 0.00

13F-HR - Alliance Wealth Management Group (0001623707) (Filer)

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

Institutional Holdings Cedar Oct 29 — 0.00

13F-HR - Cedar Point Capital Partners, LLC (0001954337) (Filer)

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

Institutional Holdings Sage Oct 29 — 0.00

13F-HR - Sage Advisory Services, Ltd.Co. (0001534378) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sage Advisory Services, Ltd.Co..

Institutional Holdings PharVision Oct 29 — 0.00

13F-HR - PharVision Advisers, LLC (0001898824) (Filer)

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

Institutional Holdings INVESTMENT Oct 29 — 0.00

13F-HR - INVESTMENT MANAGEMENT ASSOCIATES INC /ADV (0000052024) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV.

Institutional Holdings MV Oct 29 ▲ +0.20

13F-HR - MV CAPITAL MANAGEMENT, INC. (0001633366) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MV CAPITAL MANAGEMENT, INC..