Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
Show the table · 0 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
90-day public availability window, up to 50 records.
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.
Show the table · 50 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
| Arbor Wealth Management LLC\AZ | 2026-03-31 | 2026-09-01 | 35,428 | $1,361,144 | None |
| Arbor Wealth Management LLC\AZ | 2025-12-31 | 2026-09-01 | 33,421 | $1,659,353 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 53,048 | $2,483,170 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 676,453 | $22,519,080 | None |
| AFFINITY WEALTH LLC | 2026-06-30 | 2026-08-27 | 108,123 | $3,599,415 | None |
| AFFINITY WEALTH LLC | 2026-03-31 | 2026-08-27 | 89,287 | $3,430,407 | None |
| AFFINITY WEALTH LLC | 2025-12-31 | 2026-08-27 | 62,328 | $3,094,585 | None |
| AFFINITY WEALTH LLC | 2025-09-30 | 2026-08-27 | 48,769 | $3,169,985 | None |
| AFFINITY WEALTH LLC | 2025-06-30 | 2026-08-27 | 48,147 | $2,947,078 | None |
| Principia Wealth Advisory, LLC | 2026-06-30 | 2026-08-27 | 59,798 | $1,991,991 | None |
| Principia Wealth Advisory, LLC | 2026-03-31 | 2026-08-27 | 12,231 | $468,822 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 68,744 | $4,468,346 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 78,490 | $3,897,029 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 70,889 | $2,723,556 | None |
| MLG Wealth Management DBA Pine Grove Financial Group | 2025-12-31 | 2026-08-26 | 9,422 | $467,802 | None |
| Kingsbury Capital Investment Advisors LLC | 2026-03-31 | 2026-08-26 | 8,536 | $327,953 | None |
| Kingsbury Capital Investment Advisors LLC | 2026-06-30 | 2026-08-26 | 16,197 | $539,198 | None |
| Bernard Wealth Management Corp. | 2026-06-30 | 2026-08-22 | 2,287 | $76,135 | None |
| WEST MICHIGAN ADVISORS, LLC | 2026-06-30 | 2026-08-22 | 18,675 | $621,699 | None |
| ATX Financial Planning, LLC | 2026-06-30 | 2026-08-21 | 8,787 | $292,519 | None |
| Forefront Wealth Partners, LLC | 2026-06-30 | 2026-08-21 | 24,127 | $803,188 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 10,851 | $362,028 | None |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2026-06-30 | 2026-08-21 | 6,556 | $218,249 | None |
| GILL CAPITAL PARTNERS, LLC | 2026-06-30 | 2026-08-21 | 3,566 | $118,712 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 4 | $136 | None |
| Custos Family Office, LLC | 2026-03-31 | 2026-08-20 | 700 | $26,894 | Call |
| Custos Family Office, LLC | 2026-03-31 | 2026-08-20 | 6,013 | $231,019 | None |
| Custos Family Office, LLC | 2026-06-30 | 2026-08-20 | 21,143 | $703,850 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 187,725 | $6,249,365 | None |
| BOUSSARD & GAVAUDAN GESTION SAS | 2026-06-30 | 2026-08-20 | 17,585 | $582,591 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 24,665 | $821,098 | None |
| CANTOR FITZGERALD, L. P. | 2026-06-30 | 2026-08-20 | 1,234,234 | $41,087,650 | None |
| Bullish | 2026-06-30 | 2026-08-20 | 40,000 | $1,331,600 | None |
| Bullish | 2026-03-31 | 2026-08-20 | 40,000 | $1,536,800 | None |
| Bullish | 2025-12-31 | 2026-08-20 | 40,000 | $1,986,000 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 1,000 | $605 | Call |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 67,437 | $2,244,963 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 4,542 | $166,373 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 700 | $23,303 | Put |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 280,150 | $9,326,200 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 33,008 | $1,098,836 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 155 | $5,160 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 33 | $1,099 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 2,754 | $91,681 | None |
| RB Capital Management, LLC | 2026-06-30 | 2026-08-19 | 6,711 | $223,409 | None |
| CRCM LP | 2026-06-30 | 2026-08-19 | 303,555 | $10,105,346 | None |
| CRCM LP | 2026-06-30 | 2026-08-19 | 303,555 | $10,105,346 | None |
| BRIDGER MANAGEMENT, LLC | 2026-06-30 | 2026-08-19 | 83,119 | $2,767,032 | None |
| Sanchez Levi Garrett | 2026-06-30 | 2026-08-18 | 38,120 | $1,269,015 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 12 | $399 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
Show the table · 0 rows, 5 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
Bounded public source preview, up to 25 disclosed events.
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.