Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 1/1/2026.

Manager Period Date filed
Iowa State Bank 2025 Q4 1/6/2026
Advance Capital Management, Inc. 2025 Q4 1/6/2026
Renaissance Investment Group LLC 2025 Q4 1/6/2026
Stephens Group, LLC 2025 Q4 1/6/2026
Penbrook Management LLC 2025 Q4 1/6/2026
FARMERS TRUST CO 2025 Q4 1/6/2026
WEYBOSSET RESEARCH & MANAGEMENT LLC 2025 Q4 1/6/2026
ARMSTRONG HENRY H ASSOCIATES INC 2025 Q4 1/6/2026
ABNER HERRMAN & BROCK LLC 2025 Q4 1/6/2026
CLARK FINANCIAL SERVICES GROUP INC /BD 2025 Q4 1/6/2026
PARK NATIONAL CORP /OH/ 2025 Q4 1/5/2026
ANDERSON HOAGLAND & CO 2025 Q4 1/5/2026
FIRST HAWAIIAN BANK 2025 Q4 1/5/2026
Catherine Avery Investment Management LLC 2025 Q4 1/5/2026
Catherine Avery Investment Management LLC 2025 Q3 1/5/2026
Catherine Avery Investment Management LLC 2025 Q2 1/5/2026
Catherine Avery Investment Management LLC 2025 Q1 1/5/2026
Catherine Avery Investment Management LLC 2024 Q4 1/5/2026
Catherine Avery Investment Management LLC 2024 Q4 - RESTATEMENT 1/5/2026
Catherine Avery Investment Management LLC 2024 Q4 - NEW HOLDINGS 1/5/2026
Miller Global Investments, LLC 2025 Q4 1/5/2026
Holos Integrated Wealth LLC 2025 Q3 1/5/2026
Holos Integrated Wealth LLC 2025 Q4 1/5/2026
GK Wealth Management LLC 2025 Q4 1/5/2026
Grant Private Wealth Management Inc 2025 Q4 1/5/2026
Noble Wealth Management PBC 2025 Q3 1/5/2026
Noble Wealth Management PBC 2025 Q4 1/5/2026
Roxbury Financial LLC 2025 Q4 1/5/2026
Legacy Wealth Management, LLC / MS 2025 Q4 1/5/2026
City Center Advisors, LLC 2025 Q4 1/5/2026
JDH Wealth Management, LLC 2025 Q4 1/5/2026
Foguth Wealth Management, LLC. 2025 Q4 1/5/2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2025 Q4 1/5/2026
GAMMA Investing LLC 2025 Q4 1/5/2026
Trust Co of the South 2025 Q4 1/5/2026
Marathon Mission, Inc. 2025 Q4 1/5/2026
Horizons Wealth Management 2025 Q4 1/5/2026
BancFirst Trust & Investment Management 2025 Q4 1/5/2026
COMMONS CAPITAL, LLC 2025 Q4 1/5/2026
LifeGuide Financial Advisors, LLC 2025 Q4 1/5/2026
Aspen Wealth Management LLC 2025 Q4 1/5/2026
CGN Advisors LLC 2025 Q4 1/5/2026
GoalVest Advisory LLC 2025 Q4 1/5/2026
Rosenberg Matthew Hamilton 2025 Q4 1/5/2026
Samson Rock Capital LLP 2025 Q4 1/5/2026
BURKETT FINANCIAL SERVICES, LLC 2025 Q4 1/5/2026
Kopion Asset Management, LLC 2025 Q4 1/5/2026
Union Bancaire Privee, UBP SA 2025 Q4 1/5/2026
RK Asset Management, LLC 2025 Q4 1/5/2026
Stairway Partners, LLC 2025 Q4 1/5/2026
CONFLUENCE INVESTMENT MANAGEMENT LLC 2025 Q4 1/5/2026
Coastline Trust Co 2025 Q4 1/5/2026
ARGENT CAPITAL MANAGEMENT LLC 2025 Q4 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2023 Q1 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2023 Q2 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2023 Q3 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2023 Q4 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2024 Q1 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2024 Q2 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2024 Q3 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2024 Q4 1/5/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2025 Q1 1/5/2026
PARK AVENUE SECURITIES LLC 2025 Q4 1/5/2026
JACOBS & CO/CA 2025 Q4 1/5/2026
Global Wealth Strategies & Associates 2025 Q4 1/2/2026
GP Brinson Investments LLC 2025 Q4 1/2/2026
McAlister, Sweet & Associates, Inc. 2025 Q4 1/2/2026
Insight Wealth Strategies, LLC 2025 Q4 1/2/2026
LBJ Family Wealth Advisors, Ltd. 2025 Q4 1/2/2026
Boltwood Capital Management 2025 Q4 1/2/2026
CACTI ASSET MANAGEMENT LLC 2025 Q4 1/2/2026
First Financial Bank - Trust Division 2025 Q4 1/2/2026