Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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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.
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| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 8,357 | $259,231 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 30,744 | $1,276,265 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 43 | $1,781 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 43 | $1,830 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 59,530 | $2,466,330 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 1,097 | $45,449 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 4,022,070 | $166,634,337 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 10,674 | $476,221 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 137,395 | $5,692,292 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 795 | $32,929 | None |
| Yukon Wealth Management, Inc. | 2026-06-30 | 2026-08-18 | 27,914 | $1,156,488 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 29,494 | $1,224,476 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 1,367 | $56,659 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 276,976 | $11,475,128 | None |
| DEARBORN PARTNERS LLC | 2026-06-30 | 2026-08-18 | 19,262 | $798,025 | None |
| Thompson David Blair | 2024-12-31 | 2026-08-15 | 14,233 | $389,700 | None |
| Thompson David Blair | 2026-06-30 | 2026-08-15 | 4,883 | $202,303 | None |
| Thompson David Blair | 2026-03-31 | 2026-08-15 | 4,841 | $206,033 | None |
| Forum Finance Group S.A. | 2026-06-30 | 2026-08-15 | 12,160 | $407,000 | None |
| EFG International AG | 2026-06-30 | 2026-08-15 | 8,655 | $358,577 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 508 | $21,046 | None |
| 10Elms LLP | 2026-06-30 | 2026-08-15 | 3,500 | $145,005 | None |
| Frederick Financial Consultants, LLC | 2026-06-30 | 2026-08-15 | 14,474 | $599,675 | None |
| TORONTO DOMINION BANK | 2026-06-30 | 2026-08-15 | 1,403 | $58,000 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 7,636 | $316,359 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 16,063 | $665,480 | None |
| Viaable, LLC | 2026-06-30 | 2026-08-15 | 177,946 | $7,320,734 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 77,803 | $3,223,395 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 13,049 | $540,620 | None |
| Navis Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 39,148 | $1,621,902 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 14,523 | $601,706 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 7,120 | $316,057 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 40,636 | $1,683,535 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 8,096 | $335,417 | None |
| Vernal Point Advisors, LLC | 2026-06-30 | 2026-08-15 | 6,845 | $283,588 | None |
| Sunflower Bank, N.A. | 2026-06-30 | 2026-08-15 | 1,230 | $50,959 | None |
| Sunflower Bank, N.A. | 2026-06-30 | 2026-08-15 | 35,341 | $1,464,178 | None |
| Arkos Global Advisors | 2026-06-30 | 2026-08-15 | 31,614 | $1,310,000 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 7,741 | $320,718 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 239,934 | $9,940,466 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 6,752 | $279,743 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 9,109 | $377,386 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 4,369 | $180,995 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 17,705 | $733,535 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 699,473 | $28,983,254 | None |
| Squarepoint Ops LLC | 2026-06-30 | 2026-08-15 | 50,013 | $2,072,039 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 15,510 | $643,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 1,159,929 | $48,055,858 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 810,468 | $33,577,691 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 46,548 | $1,928,503 | 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.