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 | 68,931 | $6,378,175 | None |
| Redwood Investment Management, LLC | 2024-12-31 | 2026-08-28 | 23,848 | $2,266,000 | None |
| Redwood Investment Management, LLC | 2025-03-31 | 2026-08-28 | 235,246 | $21,767,000 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 2,969 | $479,612 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 2,981 | $334,200 | None |
| Redwood Investment Management, LLC | 2025-06-30 | 2026-08-27 | 281,193 | $31,626,000 | None |
| Redwood Investment Management, LLC | 2025-09-30 | 2026-08-27 | 622,529 | $75,363,000 | None |
| Redwood Investment Management, LLC | 2025-12-31 | 2026-08-27 | 623,111 | $74,350,000 | None |
| Envision Financial Transparency, LLC | 2026-06-30 | 2026-08-22 | 3,250 | $311,360 | None |
| Bernard Wealth Management Corp. | 2026-06-30 | 2026-08-22 | 288 | $46,524 | None |
| ATX Financial Planning, LLC | 2026-06-30 | 2026-08-21 | 16,092 | $2,599,519 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 53,599 | $8,658,399 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 124 | $20,031 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 251,437 | $40,617,146 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 5,828 | $876,853 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 46,459 | $7,505,010 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 139 | $22,454 | None |
| Strait & Sound Wealth Management LLC | 2026-06-30 | 2026-08-19 | 14,648 | $2,366,238 | None |
| Denver PWM, LLC | 2026-06-30 | 2026-08-19 | 16,733 | $2,565,298 | None |
| Concorde Asset Management, LLC | 2026-06-30 | 2026-08-19 | 59,745 | $9,651,166 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 103 | $16,665 | None |
| Yukon Wealth Management, Inc. | 2026-06-30 | 2026-08-18 | 2,933 | $473,797 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 2,667 | $430,766 | None |
| Asset Allocation Strategies LLC | 2026-06-30 | 2026-08-18 | 1,658 | $267,829 | None |
| Redwood Investment Management, LLC | 2026-06-30 | 2026-08-18 | 638,049 | $103,070,000 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 793 | $128,242 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 26,722 | $4,319,149 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 711,587 | $114,949,803 | None |
| Lifetime Wealth Management P.C. | 2026-06-30 | 2026-08-18 | 11,542 | $1,864,523 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 10,570 | $1,707,000 | None |
| Thompson David Blair | 2026-06-30 | 2026-08-15 | 3,660 | $591,236 | None |
| Thompson David Blair | 2025-12-31 | 2026-08-15 | 8,178 | $975,858 | None |
| Thompson David Blair | 2026-03-31 | 2026-08-15 | 3,646 | $408,714 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-15 | 458 | $51,346 | None |
| Sanchez Gaunt Capital Management, LLC | 2026-06-30 | 2026-08-15 | 4,471 | $722,244 | None |
| MCGUIRE CAPITAL ADVISORS INC | 2026-06-30 | 2026-08-15 | 47 | $7,592 | None |
| Hopwood Nicholas Hunter | 2026-06-30 | 2026-08-15 | 16,670 | $2,692,816 | None |
| Hopwood Nicholas Hunter | 2026-03-31 | 2026-08-15 | 20,812 | $2,333,221 | None |
| Hopwood Nicholas Hunter | 2025-12-31 | 2026-08-15 | 14,476 | $1,727,285 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 2,583 | $417,252 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 155 | $25,039 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 5,901 | $953,202 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 31,633 | $5,109,943 | None |
| TORONTO DOMINION BANK | 2026-06-30 | 2026-08-15 | 168 | $27,109 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 540 | $87,232 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 637 | $102,876 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 21,358 | $3,450,171 | None |
| JPL Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 69,655 | $11,252,033 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 135,701 | $21,921,063 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 71 | $11,403 | 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.