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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| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 300 | $12,039 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 1,018,423 | $40,869,291 | None |
| AFFINITY WEALTH LLC | 2025-12-31 | 2026-08-27 | 471,060 | $17,900,280 | None |
| AFFINITY WEALTH LLC | 2025-09-30 | 2026-08-27 | 437,472 | $15,613,376 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 25,719 | $1,037,721 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 823,817 | $33,059,753 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 10 | $460 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 10 | $460 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 449,274 | $18,029,368 | None |
| RB Capital Management, LLC | 2026-06-30 | 2026-08-19 | 38,706 | $1,553,291 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 85 | $3,411 | None |
| SwitchPoint Financial Planning, LLC | 2026-06-30 | 2026-08-18 | 7,453 | $299,089 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 1,024,687 | $41,120,665 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 160,378 | $6,435,949 | None |
| Nalls Sherbakoff Group, LLC | 2026-06-30 | 2026-08-18 | 45,230 | $1,815,078 | None |
| Nalls Sherbakoff Group, LLC | 2026-03-31 | 2026-08-18 | 45,845 | $1,808,127 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 19,837 | $796,020 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,250 | $210,683 | None |
| Vantage Point Financial LLC | 2026-06-30 | 2026-08-15 | 23,765 | $953,688 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,585 | $224,134 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 21 | $843 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 9,760 | $391,685 | None |
| Mission Hills Financial Advisory, LLC | 2026-06-30 | 2026-08-15 | 22,278 | $894,035 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 5,582 | $224,006 | None |
| Daner Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 23,357 | $1,028,876 | None |
| EARNED WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 540,473 | $21,689,191 | None |
| MONOGRAPH WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 979,700 | $39,315,368 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 253 | $10,153 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 190,046 | $7,626,545 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 4,512 | $181,052 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 15,706 | $630,272 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 259,093 | $10,402,055 | None |
| Greenline Partners, LLC | 2026-06-30 | 2026-08-15 | 226,207 | $9,077,687 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 403,545 | $16,194,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 786,039 | $31,543,745 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 70,853 | $2,843,331 | None |
| GTS SECURITIES LLC | 2026-06-30 | 2026-08-15 | 28,517 | $1,144,387 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 122,388 | $4,911,430 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 1,786 | $71,669 | None |
| Xcelsior Advisor Partners LLC | 2026-06-30 | 2026-08-15 | 14,550 | $583,879 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 89 | $3,572 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 26 | $1,003 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 107 | $4,254 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 2,021 | $81,103 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 1,073 | $43,059 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 1,187 | $47,594 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 381 | $15,300 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 752 | $30,178 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 1,467 | $58,831 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 1,383 | $55,520 | 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.