Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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Recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 2,271,682 | $202,634,031 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 426,053 | $38,003,855 | None |
| Brown Financial Advisors | 2026-06-30 | 2026-08-27 | 72,728 | $6,487,338 | None |
| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 504 | $42,759 | None |
| ATX Financial Planning, LLC | 2026-06-30 | 2026-08-21 | 16,502 | $1,471,978 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 5,960 | $531,602 | None |
| Prosperitas Financial LLC | 2026-06-30 | 2026-08-20 | 5,009 | $446,803 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 422 | $37,642 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 386,895 | $34,511,047 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 81 | $7,560 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 926,373 | $82,632,458 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 104,491 | $9,320,572 | None |
| Glenview Trust Co | 2026-06-30 | 2026-08-19 | 300 | $26,760 | None |
| Glenview Trust Co | 2026-06-30 | 2026-08-19 | 63,770 | $5,688,284 | None |
| E-Wealth Partners, LLC | 2026-06-30 | 2026-08-18 | 84,270 | $7,516,843 | None |
| Sanchez Levi Garrett | 2026-06-30 | 2026-08-18 | 3,295 | $293,930 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 23 | $2,052 | None |
| Yukon Wealth Management, Inc. | 2026-06-30 | 2026-08-18 | 3,021 | $269,473 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 2,275,092 | $202,936,066 | None |
| FSA Advisors, Inc. | 2026-06-30 | 2026-08-18 | 4,064 | $362,542 | None |
| Camarda Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 8,499 | $758,111 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 13,643 | $1,217,700 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 112,133 | $10,002,279 | None |
| Jefferies Financial Group Inc. | 2026-06-30 | 2026-08-18 | 160,596 | $14,325,190 | None |
| Steelhead Wealth Management LLC | 2026-06-30 | 2026-08-15 | 3,884 | $346,000 | None |
| Financial Plan, Inc. | 2026-06-30 | 2026-08-15 | 1,209,058 | $107,848,006 | None |
| KKM Financial LLC | 2026-06-30 | 2026-08-15 | 6,310 | $562,894 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 1,542,262 | $137,569,783 | None |
| FWL INVESTMENT MANAGEMENT, LLC | 2026-06-30 | 2026-08-15 | 59 | $5,267 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,035 | $449,096 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 16,540 | $1,475,368 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 52,769 | $4,707,014 | None |
| Nemes Rush Group LLC | 2026-06-30 | 2026-08-15 | 836 | $74,607 | None |
| Empire Financial Management Company, LLC | 2026-06-30 | 2026-08-15 | 7,846 | $699,909 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 144,897 | $12,924,794 | None |
| Meridian Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 182,184 | $16,250,822 | None |
| ENTREWEALTH, LLC | 2026-06-30 | 2026-08-15 | 2,842 | $264,079 | None |
| AIRE ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 34,867 | $3,110,163 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 36,685 | $3,272,336 | None |
| EARNED WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 19,118 | $1,705,326 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 7,634 | $680,977 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 22,465 | $2,003,878 | None |
| Caerus Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 8,300 | $740,360 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 353,800 | $31,558,963 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 4,515 | $402,738 | None |
| MAGNOLIA CAPITAL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 33,097 | $2,952,247 | None |
| Stonebrook Private Inc. | 2026-06-30 | 2026-08-15 | 6,084 | $542,665 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 523,556 | $46,701,205 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 6,361 | $567,374 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 2,216 | $197,668 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.