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EDGAR filings in the forms we keep, newest first, each linked to its source on sec.gov. Filter by company, ticker or form.
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Latest filings
100 filings shown
- View filing: Twin Cities Retirement Group LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: ShankerValleau Wealth Advisors, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: WealthBridge Capital Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: IFC & Insurance Marketing, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Safir Wealth Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Stronghold Wealth Management L.L.C., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: PEDDOCK CAPITAL ADVISORS, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Summitas Investment Management LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Snider Financial Group, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Mosley Wealth Management, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Selby Wealth Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Prairiewood Capital, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Andera Partners, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: SARD WEALTH MANAGEMENT GROUP, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Parisi Gray Wealth Management, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: ICG Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: TD Waterhouse Canada Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: HFG Wealth Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Bullock Wealth Management Group, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Tandem Investment Partners LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Weitzel Financial Services, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: New England Research & Management, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Bullock Wealth Management Group, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Intergy Private Wealth, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: ACUTE INVESTMENT ADVISORY, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: MLP3, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Berman McAleer LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Avail Investment Partners, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Guardian Asset Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Bullock Wealth Management Group, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: RKL Wealth Management LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Carroll Advisory Group, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: HENGEHOLD CAPITAL MANAGEMENT LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Peak Financial Management, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Beaumont Asset Management, L.L.C., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Eagle Strategies LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: McKinley Carter Wealth Services, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Willow Creek Capital Management, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Bullock Wealth Management Group, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: St. Louis Financial Planners Asset Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: SWEENEY & MICHEL, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Vontobel Holding Ltd., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Aull & Monroe Investment Management Corp, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Teramo Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: KWB Wealth, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Melone Private Wealth, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Hutchens & Kramer Investment Management Group, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: FIDUCIARY ADVISORS, INC., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Smith Asset Management Co., LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Choice Wealth Advisors LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Forum Financial Management, LP, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Howard Capital Management Group, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Kintegral Advisory, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: AWM CAPITAL, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: USA FINANCIAL FORMULAS, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: CWS Financial Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Processus Wealth & Capital Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: FULCRUM WEALTH ADVISORS, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Cravens & Co Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: STERLING INVESTMENT MANAGEMENT, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: AlphaStar Capital Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: JGP Global Gestao de Recursos Ltda., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Dynamic Wealth Strategies, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: 1834 INVESTMENT ADVISORS CO, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Alpine Bank Wealth Management, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Penbrook Management LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Copper Harbor Investment Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: PineStone Asset Management Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: KRS Capital Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Center For Asset Management LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: ShoreHaven Wealth Partners, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Robertson Stephens Wealth Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Lee Financial Co, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Greenfield FTC, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Frank, Rimerman Advisors LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Encompass More Asset Management, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Fiscal Wisdom Wealth Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Bay Capital Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Counterpoint Mutual Funds LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Birch Hill Investment Advisors LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Western Pacific Wealth Management, LP, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: ABSOLUTE CAPITAL MANAGEMENT, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: FORBES J M & CO LLP, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Gemmer Asset Management LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Align Financial, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Trust Co of Tennessee, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: DELTA CAPITAL MANAGEMENT LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: FOUNDERS GROVE WEALTH PARTNERS, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Burns Matteson Capital Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: CRA Financial Services, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Finer Wealth Management, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: SummerHaven Investment Management, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Strata Wealth Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: BFI Wealth Solutions, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: BROWN, LISLE/CUMMINGS, INC., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Ardent Capital Management, Inc., Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: FIDELIS iM, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: SteelPeak Wealth, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: IFP Advisors, Inc, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
- View filing: Crown Oak Advisors, LLC, Form 13F-HR, Eastern time13F-HRSEC(opens sec.gov)
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