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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| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 8,606 | $238,989 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 689,941 | $25,707,209 | None |
| Forefront Wealth Partners, LLC | 2026-06-30 | 2026-08-21 | 14,033 | $522,869 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 250,908 | $9,361,062 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 41,492,937 | $1,546,026,817 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 2,581,098 | $96,171,719 | None |
| E-Wealth Partners, LLC | 2026-06-30 | 2026-08-18 | 54,601 | $2,034,433 | None |
| SwitchPoint Financial Planning, LLC | 2026-06-30 | 2026-08-18 | 765,837 | $28,535,074 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 689,941 | $25,707,209 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 53,341 | $1,987,488 | None |
| Nalls Sherbakoff Group, LLC | 2026-06-30 | 2026-08-18 | 4,478 | $166,850 | None |
| Nalls Sherbakoff Group, LLC | 2026-03-31 | 2026-08-18 | 4,478 | $159,103 | None |
| Thompson David Blair | 2026-06-30 | 2026-08-15 | 16,300 | $607,338 | None |
| Thompson David Blair | 2026-03-31 | 2026-08-15 | 19,300 | $685,729 | None |
| Financial Plan, Inc. | 2026-06-30 | 2026-08-15 | 1,614,612 | $60,160,440 | None |
| Note Advisors, LLC | 2026-06-30 | 2026-08-15 | 32,307 | $1,203,759 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 8,945 | $333,290 | None |
| Vantage Point Financial LLC | 2026-06-30 | 2026-08-15 | 387,103 | $14,423,461 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,774 | $215,146 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 795 | $29,621 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 11,098 | $413,508 | None |
| Mission Hills Financial Advisory, LLC | 2026-06-30 | 2026-08-15 | 72,589 | $2,704,670 | None |
| Empire Financial Management Company, LLC | 2026-06-30 | 2026-08-15 | 6,601 | $245,953 | None |
| Envision Financial Planning, LLC | 2026-06-30 | 2026-08-15 | 58,374 | $2,175,009 | None |
| Daner Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 75,202 | $2,953,185 | None |
| VANCE WEALTH, LLC | 2026-06-30 | 2026-08-15 | 9,953 | $370,835 | None |
| Woodward Financial Advisors, Inc. | 2026-06-30 | 2026-08-15 | 769,245 | $28,662,057 | None |
| ENTREWEALTH, LLC | 2026-06-30 | 2026-08-15 | 82,444 | $3,200,470 | None |
| Babb Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 14,346 | $534,532 | None |
| AIRE ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 603,963 | $22,503,656 | None |
| Orcam Financial Group | 2026-06-30 | 2026-08-15 | 6,089 | $226,876 | None |
| American Trust | 2026-06-30 | 2026-08-15 | 1,134,501 | $42,271,507 | None |
| Delos Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 8,359 | $311,457 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 7,453 | $277,699 | None |
| MONOGRAPH WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 162,743 | $6,063,812 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 9,679 | $360,642 | None |
| MAGNOLIA CAPITAL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 30,393 | $1,132,449 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 724,427 | $26,992,156 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 8,680 | $323,417 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,287 | $47,954 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 107,931 | $4,021,493 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 47,487 | $1,769,362 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 652 | $24,294 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 573,932 | $21,386,908 | None |
| Squarepoint Ops LLC | 2026-06-30 | 2026-08-15 | 9,421 | $351,026 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 1,669,988 | $62,224,000 | None |
| Capstone Financial Advisors, Inc. | 2026-06-30 | 2026-08-15 | 31,667 | $1,179,913 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 2,513,803 | $93,664,300 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 510,937 | $19,037,513 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 136,863 | $5,100,000 | None |
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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.