SEC Filing Assessment: [13F-HR] CIK — Alamar Capital Management, LLC (CI

Generated: 2026-08-12T03:12:56.517386+00:00

Signal Summary

377 qualified signals of type 'sec_filing_13f-hr' were detected and triaged.

Signal Details

[13F-HR] CIK — Alamar Capital Management, LLC (CIK 0001846995) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001846995&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001846995", "ticker": "CIK", "company_name": "Alamar Capital Management, LLC (CIK 0001846995)", "filing_date": "2026-08-07", "accession_number": "0001846995-26-000003"}

[13F-HR] CIK — Remedium Capital Partners, LLC (CIK 0002104501) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002104501&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002104501", "ticker": "CIK", "company_name": "Remedium Capital Partners, LLC (CIK 0002104501)", "filing_date": "2026-08-07", "accession_number": "0002104501-26-000015"}

[13F-HR] CIK — Oak Barrel Wealth Advisory LLC (CIK 0002116315) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002116315&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002116315", "ticker": "CIK", "company_name": "Oak Barrel Wealth Advisory LLC (CIK 0002116315)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001187"}

[13F-HR] RNR — RENAISSANCERE HOLDINGS LTD (RNR, RNR-PF, RNR-PG) (CIK 0000913144) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000913144&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000913144", "ticker": "RNR", "company_name": "RENAISSANCERE HOLDINGS LTD (RNR, RNR-PF, RNR-PG) (CIK 0000913144)", "filing_date": "2026-08-07", "accession_number": "0000905148-26-003517"}

[13F-HR] CIK — LEE JOHNSON CAPITAL MANAGEMENT, LLC (CIK 0001674836) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001674836&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001674836", "ticker": "CIK", "company_name": "LEE JOHNSON CAPITAL MANAGEMENT, LLC (CIK 0001674836)", "filing_date": "2026-08-07", "accession_number": "0001674836-26-000007"}

[13F-HR] CIK — LUTS & GREENLEIGH GROUP, INC. (CIK 0001967844) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001967844&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001967844", "ticker": "CIK", "company_name": "LUTS & GREENLEIGH GROUP, INC. (CIK 0001967844)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001163"}

[13F-HR] CIK — GF FUND MANAGEMENT CO. LTD. (CIK 0002057060) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002057060&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002057060", "ticker": "CIK", "company_name": "GF FUND MANAGEMENT CO. LTD. (CIK 0002057060)", "filing_date": "2026-08-07", "accession_number": "0002057060-26-000006"}

[13F-HR] CIK — TENET WEALTH PARTNERS, LLC (CIK 0002149209) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002149209&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002149209", "ticker": "CIK", "company_name": "TENET WEALTH PARTNERS, LLC (CIK 0002149209)", "filing_date": "2026-08-07", "accession_number": "0002149209-26-000001"}

[13F-HR] CFG — CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) (CIK 0000759944) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000759944&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000759944", "ticker": "CFG", "company_name": "CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) (CIK 0000759944)", "filing_date": "2026-08-07", "accession_number": "0000759944-26-000156"}

[13F-HR] CIK — Cornerstone Advisors, LLC (CIK 0001775446) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001775446&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001775446", "ticker": "CIK", "company_name": "Cornerstone Advisors, LLC (CIK 0001775446)", "filing_date": "2026-08-07", "accession_number": "0001398344-26-013809"}

[13F-HR] PNC — PNC FINANCIAL SERVICES GROUP, INC. (PNC) (CIK 0000713676) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000713676&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000713676", "ticker": "PNC", "company_name": "PNC FINANCIAL SERVICES GROUP, INC. (PNC) (CIK 0000713676)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-339298"}

[13F-HR] WMT — Walmart Inc. (WMT) (CIK 0000104169) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000104169&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000104169", "ticker": "WMT", "company_name": "Walmart Inc. (WMT) (CIK 0000104169)", "filing_date": "2026-08-07", "accession_number": "0001123292-26-001072"}

[13F-HR] CIK — WINDWARD CAPITAL MANAGEMENT CO /CA (CIK 0001078635) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001078635&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001078635", "ticker": "CIK", "company_name": "WINDWARD CAPITAL MANAGEMENT CO /CA (CIK 0001078635)", "filing_date": "2026-08-07", "accession_number": "0001078635-26-000001"}

[13F-HR] CIK — AR ASSET MANAGEMENT INC (CIK 0001080166) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001080166&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001080166", "ticker": "CIK", "company_name": "AR ASSET MANAGEMENT INC (CIK 0001080166)", "filing_date": "2026-08-07", "accession_number": "0001080166-26-000003"}

[13F-HR] CIK — Unifi Asset Management LP (CIK 0002048100) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002048100&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002048100", "ticker": "CIK", "company_name": "Unifi Asset Management LP (CIK 0002048100)", "filing_date": "2026-08-07", "accession_number": "0000919574-26-004873"}

[13F-HR] CIK — Alpine Bank Wealth Management (CIK 0001974910) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001974910&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001974910", "ticker": "CIK", "company_name": "Alpine Bank Wealth Management (CIK 0001974910)", "filing_date": "2026-08-07", "accession_number": "0001140361-26-031791"}

[13F-HR] CIK — WINTON GROUP Ltd (CIK 0001612063) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001612063&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001612063", "ticker": "CIK", "company_name": "WINTON GROUP Ltd (CIK 0001612063)", "filing_date": "2026-08-07", "accession_number": "0001612063-26-000008"}

[13F-HR] CIK — WT Asset Management Ltd (CIK 0001780365) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001780365&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001780365", "ticker": "CIK", "company_name": "WT Asset Management Ltd (CIK 0001780365)", "filing_date": "2026-08-07", "accession_number": "0001780365-26-000005"}

[13F-HR] CIK — Palisades Hudson Asset Management, L.P. (CIK 0001388443) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001388443&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001388443", "ticker": "CIK", "company_name": "Palisades Hudson Asset Management, L.P. (CIK 0001388443)", "filing_date": "2026-08-07", "accession_number": "0001388443-26-000007"}

[13F-HR] P — Temasek Holdings (Private) Ltd (CIK 0001021944) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001021944&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001021944", "ticker": "P", "company_name": "Temasek Holdings (Private) Ltd (CIK 0001021944)", "filing_date": "2026-08-07", "accession_number": "0001021944-26-000013"}

[13F-HR] CIK — Texas Capital Bank Wealth Management Services Inc (CIK 0001802655) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001802655&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001802655", "ticker": "CIK", "company_name": "Texas Capital Bank Wealth Management Services Inc (CIK 0001802655)", "filing_date": "2026-08-07", "accession_number": "0001802655-26-000007"}

[13F-HR] CIK — Orange County Employees Retirement System (CIK 0002107791) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002107791&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002107791", "ticker": "CIK", "company_name": "Orange County Employees Retirement System (CIK 0002107791)", "filing_date": "2026-08-07", "accession_number": "0000897069-26-001596"}

[13F-HR] MRK — Merck & Co., Inc. (MRK) (CIK 0000310158) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000310158&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000310158", "ticker": "MRK", "company_name": "Merck & Co., Inc. (MRK) (CIK 0000310158)", "filing_date": "2026-08-07", "accession_number": "0000310158-26-000210"}

[13F-HR] CG — Carlyle Group Inc. (CG, CGABL) (CIK 0001527166) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001527166&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001527166", "ticker": "CG", "company_name": "Carlyle Group Inc. (CG, CGABL) (CIK 0001527166)", "filing_date": "2026-08-07", "accession_number": "0000898432-26-000602"}

[13F-HR] CIK — CROSSPOINT FINANCIAL, LLC (CIK 0001927769) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001927769&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001927769", "ticker": "CIK", "company_name": "CROSSPOINT FINANCIAL, LLC (CIK 0001927769)", "filing_date": "2026-08-07", "accession_number": "0001927769-26-000003"}

[13F-HR] BP — BP PLC (BP, BPAQF, BPPFF) (CIK 0000313807) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000313807&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000313807", "ticker": "BP", "company_name": "BP PLC (BP, BPAQF, BPPFF) (CIK 0000313807)", "filing_date": "2026-08-07", "accession_number": "0001628280-26-054643"}

[13F-HR] UVSP — UNIVEST FINANCIAL Corp (UVSP) (CIK 0000102212) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000102212&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000102212", "ticker": "UVSP", "company_name": "UNIVEST FINANCIAL Corp (UVSP) (CIK 0000102212)", "filing_date": "2026-08-07", "accession_number": "0000102212-26-000038"}

[13F-HR] CIK — Inman Jager Wealth Management, LLC (CIK 0002052044) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002052044&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002052044", "ticker": "CIK", "company_name": "Inman Jager Wealth Management, LLC (CIK 0002052044)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001160"}

[13F-HR] CIK — R.H. Investment Group, LLC (CIK 0002048733) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002048733&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002048733", "ticker": "CIK", "company_name": "R.H. Investment Group, LLC (CIK 0002048733)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000693"}

[13F-HR] CIK — BFI Wealth Solutions, LLC (CIK 0002110651) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002110651&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002110651", "ticker": "CIK", "company_name": "BFI Wealth Solutions, LLC (CIK 0002110651)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003166"}

[13F-HR] CIK — GSI Capital Advisors LLC (CIK 0001391974) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001391974&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001391974", "ticker": "CIK", "company_name": "GSI Capital Advisors LLC (CIK 0001391974)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003155"}

[13F-HR] TRV — TRAVELERS COMPANIES, INC. (TRV) (CIK 0000086312) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000086312&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000086312", "ticker": "TRV", "company_name": "TRAVELERS COMPANIES, INC. (TRV) (CIK 0000086312)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092720"}

[13F-HR] CIK — Davis Investment Partners, LLC (CIK 0001963865) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001963865&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001963865", "ticker": "CIK", "company_name": "Davis Investment Partners, LLC (CIK 0001963865)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001144"}

[13F-HR] CIK — SUCCESSION FINANCIAL, INC. (CIK 0002149098) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002149098&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002149098", "ticker": "CIK", "company_name": "SUCCESSION FINANCIAL, INC. (CIK 0002149098)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000705"}

[13F-HR] CIK — Nordwand Advisors, LLC (CIK 0001962713) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001962713&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001962713", "ticker": "CIK", "company_name": "Nordwand Advisors, LLC (CIK 0001962713)", "filing_date": "2026-08-07", "accession_number": "0001962713-26-000004"}

[13F-HR] CIK — Pavion Blue Capital, LLC (CIK 0001792565) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001792565&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001792565", "ticker": "CIK", "company_name": "Pavion Blue Capital, LLC (CIK 0001792565)", "filing_date": "2026-08-07", "accession_number": "0001792565-26-000003"}

[13F-HR] CIK — WGI DM, LLC (CIK 0002059126) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002059126&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002059126", "ticker": "CIK", "company_name": "WGI DM, LLC (CIK 0002059126)", "filing_date": "2026-08-07", "accession_number": "0002059126-26-000004"}

[13F-HR] CIK — Keenan, LLC (CIK 0002111703) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002111703&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002111703", "ticker": "CIK", "company_name": "Keenan, LLC (CIK 0002111703)", "filing_date": "2026-08-07", "accession_number": "0002085853-26-000954"}

[13F-HR] CIK — AMERICAN FINANCIAL & TAX STRATEGIES INC (CIK 0000911927) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000911927&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000911927", "ticker": "CIK", "company_name": "AMERICAN FINANCIAL & TAX STRATEGIES INC (CIK 0000911927)", "filing_date": "2026-08-07", "accession_number": "0000911927-26-000003"}

[13F-HR] CIK — FIDUCIENT ADVISORS LLC (CIK 0001729866) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001729866&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001729866", "ticker": "CIK", "company_name": "FIDUCIENT ADVISORS LLC (CIK 0001729866)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003177"}

[13F-HR] CIK — JLB & ASSOCIATES INC (CIK 0001085227) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001085227&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001085227", "ticker": "CIK", "company_name": "JLB & ASSOCIATES INC (CIK 0001085227)", "filing_date": "2026-08-07", "accession_number": "0001085227-26-000007"}

[13F-HR] CIK — Topel & Distasi Wealth Management, LLC (CIK 0001880087) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001880087&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001880087", "ticker": "CIK", "company_name": "Topel & Distasi Wealth Management, LLC (CIK 0001880087)", "filing_date": "2026-08-07", "accession_number": "0001880087-26-000004"}

[13F-HR] CIK — GPM Growth Investors, Inc. (CIK 0001799367) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001799367&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001799367", "ticker": "CIK", "company_name": "GPM Growth Investors, Inc. (CIK 0001799367)", "filing_date": "2026-08-07", "accession_number": "0001799367-26-000003"}

[13F-HR] CIK — Summit Creek Advisors LLC (CIK 0001333709) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001333709&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001333709", "ticker": "CIK", "company_name": "Summit Creek Advisors LLC (CIK 0001333709)", "filing_date": "2026-08-07", "accession_number": "0001333709-26-000007"}

[13F-HR] CIK — Kassira Wealth Management LLC (CIK 0002095972) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002095972&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002095972", "ticker": "CIK", "company_name": "Kassira Wealth Management LLC (CIK 0002095972)", "filing_date": "2026-08-07", "accession_number": "0002095972-26-000003"}

[13F-HR] CIK — Mawer Investment Management Ltd. (CIK 0001538449) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001538449&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001538449", "ticker": "CIK", "company_name": "Mawer Investment Management Ltd. (CIK 0001538449)", "filing_date": "2026-08-07", "accession_number": "0000945621-26-000992"}

[13F-HR] CIK — Garner Asset Management Corp (CIK 0001714093) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001714093&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001714093", "ticker": "CIK", "company_name": "Garner Asset Management Corp (CIK 0001714093)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000715"}

[13F-HR] CIK — Perigon Wealth Management, LLC (CIK 0001575239) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001575239&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001575239", "ticker": "CIK", "company_name": "Perigon Wealth Management, LLC (CIK 0001575239)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001189"}

[13F-HR] CIK — Mitsubishi UFJ Asset Management Co., Ltd. (CIK 0001466546) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001466546&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001466546", "ticker": "CIK", "company_name": "Mitsubishi UFJ Asset Management Co., Ltd. (CIK 0001466546)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-339045"}

[13F-HR] CIK — MQS Management LLC (CIK 0001759395) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001759395&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001759395", "ticker": "CIK", "company_name": "MQS Management LLC (CIK 0001759395)", "filing_date": "2026-08-07", "accession_number": "0001420506-26-001470"}

[13F-HR] CIK — COMPASS CAPITAL MANAGEMENT, INC (CIK 0001002152) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001002152&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001002152", "ticker": "CIK", "company_name": "COMPASS CAPITAL MANAGEMENT, INC (CIK 0001002152)", "filing_date": "2026-08-07", "accession_number": "0001002152-26-000005"}

[13F-HR] CIK — IMG Wealth Management, Inc. (CIK 0002032103) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002032103&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002032103", "ticker": "CIK", "company_name": "IMG Wealth Management, Inc. (CIK 0002032103)", "filing_date": "2026-08-07", "accession_number": "0001398344-26-013805"}

[13F-HR] CIK — Stilwell Value LLC (CIK 0001397076) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001397076&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001397076", "ticker": "CIK", "company_name": "Stilwell Value LLC (CIK 0001397076)", "filing_date": "2026-08-07", "accession_number": "0001397076-26-000014"}

[13F-HR] REGN — REGENERON PHARMACEUTICALS, INC. (REGN) (CIK 0000872589) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000872589&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000872589", "ticker": "REGN", "company_name": "REGENERON PHARMACEUTICALS, INC. (REGN) (CIK 0000872589)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092709"}

[13F-HR] CIK — IDG-Accel China Capital II Associates L.P. (CIK 0001535769) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001535769&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001535769", "ticker": "CIK", "company_name": "IDG-Accel China Capital II Associates L.P. (CIK 0001535769)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092529"}

[13F-HR] CIK — PINNEY & SCOFIELD, INC. (CIK 0002056763) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002056763&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002056763", "ticker": "CIK", "company_name": "PINNEY & SCOFIELD, INC. (CIK 0002056763)", "filing_date": "2026-08-07", "accession_number": "0002056763-26-000003"}

[13F-HR] CIK — GRANDFIELD & DODD, LLC (CIK 0001308016) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001308016&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001308016", "ticker": "CIK", "company_name": "GRANDFIELD & DODD, LLC (CIK 0001308016)", "filing_date": "2026-08-07", "accession_number": "0001308016-26-000004"}

[13F-HR] CIK — Tranquilli Financial Advisor LLC (CIK 0001847769) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001847769&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001847769", "ticker": "CIK", "company_name": "Tranquilli Financial Advisor LLC (CIK 0001847769)", "filing_date": "2026-08-07", "accession_number": "0001214659-26-009764"}

[13F-HR] CIK — JENSEN INVESTMENT MANAGEMENT INC (CIK 0001106129) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001106129&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001106129", "ticker": "CIK", "company_name": "JENSEN INVESTMENT MANAGEMENT INC (CIK 0001106129)", "filing_date": "2026-08-07", "accession_number": "0001171200-26-000010"}

[13F-HR] CIK — AMG National Trust Bank (CIK 0001388829) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001388829&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001388829", "ticker": "CIK", "company_name": "AMG National Trust Bank (CIK 0001388829)", "filing_date": "2026-08-07", "accession_number": "0001388829-26-000004"}

[13F-HR] UK — Privium Fund Management (UK) Ltd (CIK 0001845773) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001845773&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001845773", "ticker": "UK", "company_name": "Privium Fund Management (UK) Ltd (CIK 0001845773)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000691"}

[13F-HR] CIK — Lexington Partners L.P. (CIK 0001621157) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001621157&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001621157", "ticker": "CIK", "company_name": "Lexington Partners L.P. (CIK 0001621157)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-340415"}

[13F-HR] CIK — BRIGHTON JONES LLC (CIK 0001360798) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001360798&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001360798", "ticker": "CIK", "company_name": "BRIGHTON JONES LLC (CIK 0001360798)", "filing_date": "2026-08-07", "accession_number": "0001360798-26-000004"}

[13F-HR] CIK — Gould Capital, LLC (CIK 0001908965) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001908965&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001908965", "ticker": "CIK", "company_name": "Gould Capital, LLC (CIK 0001908965)", "filing_date": "2026-08-07", "accession_number": "0001908965-26-000008"}

[13F-HR] CIK — BRIDGES INVESTMENT MANAGEMENT INC (CIK 0001007295) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001007295&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001007295", "ticker": "CIK", "company_name": "BRIDGES INVESTMENT MANAGEMENT INC (CIK 0001007295)", "filing_date": "2026-08-07", "accession_number": "0001007295-26-000005"}

[13F-HR] CIK — LITTLE HOUSE CAPITAL LLC (CIK 0001748814) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001748814&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001748814", "ticker": "CIK", "company_name": "LITTLE HOUSE CAPITAL LLC (CIK 0001748814)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001164"}

[13F-HR] CIK — Lido Advisors, LLC (CIK 0001650150) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001650150&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001650150", "ticker": "CIK", "company_name": "Lido Advisors, LLC (CIK 0001650150)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003159"}

[13F-HR] CIK — SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (CIK 0001794153) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001794153&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001794153", "ticker": "CIK", "company_name": "SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (CIK 0001794153)", "filing_date": "2026-08-07", "accession_number": "0001794153-26-000004"}

[13F-HR] CIK — HC Advisors, LLC (CIK 0001803295) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001803295&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001803295", "ticker": "CIK", "company_name": "HC Advisors, LLC (CIK 0001803295)", "filing_date": "2026-08-07", "accession_number": "0001803295-26-000003"}

[13F-HR] CIK — LeConte Wealth Management, LLC (CIK 0002060443) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002060443&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002060443", "ticker": "CIK", "company_name": "LeConte Wealth Management, LLC (CIK 0002060443)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003153"}

[13F-HR] CIK — Cannon Financial Strategists, Inc. (CIK 0002031123) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002031123&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002031123", "ticker": "CIK", "company_name": "Cannon Financial Strategists, Inc. (CIK 0002031123)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001140"}

[13F-HR] CIK — BML Capital Management, LLC (CIK 0001616824) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001616824&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001616824", "ticker": "CIK", "company_name": "BML Capital Management, LLC (CIK 0001616824)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000696"}

[13F-HR] CIK — MW ADVISORY, LLC (CIK 0002149104) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002149104&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002149104", "ticker": "CIK", "company_name": "MW ADVISORY, LLC (CIK 0002149104)", "filing_date": "2026-08-07", "accession_number": "0002149104-26-000001"}

[13F-HR] CIK — Technology Crossover Management XI, Ltd. (CIK 0001977402) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001977402&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001977402", "ticker": "CIK", "company_name": "Technology Crossover Management XI, Ltd. (CIK 0001977402)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092694"}

[13F-HR] CIK — Dakota Wealth Management (CIK 0001631353) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001631353&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001631353", "ticker": "CIK", "company_name": "Dakota Wealth Management (CIK 0001631353)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001143"}

[13F-HR] CIK — Idaho Trust Co (CIK 0001568069) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001568069&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001568069", "ticker": "CIK", "company_name": "Idaho Trust Co (CIK 0001568069)", "filing_date": "2026-08-07", "accession_number": "0001568069-26-000008"}

[13F-HR] CIK — JW Asset Management, LLC (CIK 0001549738) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001549738&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001549738", "ticker": "CIK", "company_name": "JW Asset Management, LLC (CIK 0001549738)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092773"}

[13F-HR] CIK — FIGURE 8 INVESTMENT STRATEGIES LLC (CIK 0001909570) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001909570&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001909570", "ticker": "CIK", "company_name": "FIGURE 8 INVESTMENT STRATEGIES LLC (CIK 0001909570)", "filing_date": "2026-08-07", "accession_number": "0001909570-26-000003"}

[13F-HR] CIK — FOSTER & MOTLEY INC (CIK 0001163902) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001163902&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001163902", "ticker": "CIK", "company_name": "FOSTER & MOTLEY INC (CIK 0001163902)", "filing_date": "2026-08-07", "accession_number": "0001163902-26-000004"}

[13F-HR] CIK — Naviter Wealth, LLC (CIK 0001855567) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001855567&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001855567", "ticker": "CIK", "company_name": "Naviter Wealth, LLC (CIK 0001855567)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001175"}

[13F-HR] CIK — Hikari Power Ltd (CIK 0001606152) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001606152&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001606152", "ticker": "CIK", "company_name": "Hikari Power Ltd (CIK 0001606152)", "filing_date": "2026-08-07", "accession_number": "0001606152-26-000003"}

[13F-HR] CIK — MAYPORT, LLC (CIK 0001922875) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001922875&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001922875", "ticker": "CIK", "company_name": "MAYPORT, LLC (CIK 0001922875)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001170"}

[13F-HR] CIK — Requisite Capital Management, LLC (CIK 0001730573) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001730573&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001730573", "ticker": "CIK", "company_name": "Requisite Capital Management, LLC (CIK 0001730573)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001183"}

[13F-HR] CIK — MASTER'S WEALTH MANAGEMENT INC. (CIK 0002056521) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002056521&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002056521", "ticker": "CIK", "company_name": "MASTER'S WEALTH MANAGEMENT INC. (CIK 0002056521)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001168"}

[13F-HR] CIK — Luminist Capital LLC (CIK 0001807270) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001807270&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001807270", "ticker": "CIK", "company_name": "Luminist Capital LLC (CIK 0001807270)", "filing_date": "2026-08-07", "accession_number": "0001807270-26-000003"}

[13F-HR] CIK — Technology Crossover Management X, Ltd. (CIK 0001787727) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001787727&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001787727", "ticker": "CIK", "company_name": "Technology Crossover Management X, Ltd. (CIK 0001787727)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092692"}

[13F-HR] CIK — Energy Income Partners, LLC (CIK 0001388814) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001388814&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001388814", "ticker": "CIK", "company_name": "Energy Income Partners, LLC (CIK 0001388814)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092699"}

[13F-HR] CIK — Andar Capital Management HK Ltd (CIK 0001805591) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001805591&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001805591", "ticker": "CIK", "company_name": "Andar Capital Management HK Ltd (CIK 0001805591)", "filing_date": "2026-08-07", "accession_number": "0001805591-26-000008"}

[13F-HR] CIK — Edgemoor Investment Advisors, Inc. (CIK 0001313792) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001313792&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001313792", "ticker": "CIK", "company_name": "Edgemoor Investment Advisors, Inc. (CIK 0001313792)", "filing_date": "2026-08-07", "accession_number": "0001398344-26-013761"}

[13F-HR] CIK — Privium Fund Management B.V. (CIK 0001795097) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001795097&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001795097", "ticker": "CIK", "company_name": "Privium Fund Management B.V. (CIK 0001795097)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000698"}

[13F-HR] CIK — WIREGRASS INVESTMENT MANAGEMENT LLC (CIK 0002109460) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002109460&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002109460", "ticker": "CIK", "company_name": "WIREGRASS INVESTMENT MANAGEMENT LLC (CIK 0002109460)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001177"}

[13F-HR] CIK — BETO FINANCIAL GROUP, LLC (CIK 0002104828) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002104828&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002104828", "ticker": "CIK", "company_name": "BETO FINANCIAL GROUP, LLC (CIK 0002104828)", "filing_date": "2026-08-07", "accession_number": "0001986152-26-000108"}

[13F-HR] CIK — Kingdom Financial Group LLC. (CIK 0001962236) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001962236&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001962236", "ticker": "CIK", "company_name": "Kingdom Financial Group LLC. (CIK 0001962236)", "filing_date": "2026-08-07", "accession_number": "0001962236-26-000004"}

[13F-HR] CIK — OneDigital Investment Advisors LLC (CIK 0001690370) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001690370&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001690370", "ticker": "CIK", "company_name": "OneDigital Investment Advisors LLC (CIK 0001690370)", "filing_date": "2026-08-07", "accession_number": "0001690370-26-000005"}

[13F-HR] CIK — Principle Wealth Partners LLC (CIK 0001743413) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001743413&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001743413", "ticker": "CIK", "company_name": "Principle Wealth Partners LLC (CIK 0001743413)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001184"}

[13F-HR] CIK — Oxbow Advisors, LLC (CIK 0001564770) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001564770&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001564770", "ticker": "CIK", "company_name": "Oxbow Advisors, LLC (CIK 0001564770)", "filing_date": "2026-08-07", "accession_number": "0002085853-26-000957"}

[13F-HR] CIK — NUANCE INVESTMENTS, LLC (CIK 0001473182) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001473182&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001473182", "ticker": "CIK", "company_name": "NUANCE INVESTMENTS, LLC (CIK 0001473182)", "filing_date": "2026-08-07", "accession_number": "0001473182-26-000008"}

[13F-HR] CIK — Sinvest Investments II Ltd. (CIK 0002096569) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002096569&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002096569", "ticker": "CIK", "company_name": "Sinvest Investments II Ltd. (CIK 0002096569)", "filing_date": "2026-08-07", "accession_number": "0000950157-26-000867"}

[13F-HR] CIK — Axos Invest Inc. (CIK 0002042928) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002042928&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002042928", "ticker": "CIK", "company_name": "Axos Invest Inc. (CIK 0002042928)", "filing_date": "2026-08-07", "accession_number": "0002042928-26-000003"}

[13F-HR] CIK — Ashoka WhiteOak Capital Pte Ltd (CIK 0002031708) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002031708&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002031708", "ticker": "CIK", "company_name": "Ashoka WhiteOak Capital Pte Ltd (CIK 0002031708)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003136"}

[13F-HR] CIK — CROWN ADVISORS MANAGEMENT, INC. (CIK 0001733248) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001733248&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001733248", "ticker": "CIK", "company_name": "CROWN ADVISORS MANAGEMENT, INC. (CIK 0001733248)", "filing_date": "2026-08-07", "accession_number": "0001733248-26-000006"}

[13F-HR] CIK — Marble Wealth, LLC (CIK 0002110081) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002110081&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002110081", "ticker": "CIK", "company_name": "Marble Wealth, LLC (CIK 0002110081)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001167"}

[13F-HR] CIK — Pandowealth. LLC (CIK 0002143045) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002143045&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002143045", "ticker": "CIK", "company_name": "Pandowealth. LLC (CIK 0002143045)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000708"}

[13F-HR] CIK — Phil A. Younker & Associates, Ltd. (CIK 0002063635) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002063635&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002063635", "ticker": "CIK", "company_name": "Phil A. Younker & Associates, Ltd. (CIK 0002063635)", "filing_date": "2026-08-07", "accession_number": "0002063364-26-000281"}

[13F-HR] CIK — Sigma Planning Corp (CIK 0001449126) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001449126&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001449126", "ticker": "CIK", "company_name": "Sigma Planning Corp (CIK 0001449126)", "filing_date": "2026-08-07", "accession_number": "0001420506-26-001464"}

[13F-HR] CIK — HFR Wealth Management, LLC (CIK 0001877822) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001877822&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001877822", "ticker": "CIK", "company_name": "HFR Wealth Management, LLC (CIK 0001877822)", "filing_date": "2026-08-07", "accession_number": "0001877822-26-000006"}

[13F-HR] CIK — Schuylkill Financial LLC (CIK 0002148716) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002148716&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002148716", "ticker": "CIK", "company_name": "Schuylkill Financial LLC (CIK 0002148716)", "filing_date": "2026-08-07", "accession_number": "0002148716-26-000002"}

[13F-HR] CIK — Panoramic Capital Partners, LLC (CIK 0002052992) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002052992&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002052992", "ticker": "CIK", "company_name": "Panoramic Capital Partners, LLC (CIK 0002052992)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001192"}

[13F-HR] CIK — EVEXIA WEALTH LLC (CIK 0001975710) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001975710&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001975710", "ticker": "CIK", "company_name": "EVEXIA WEALTH LLC (CIK 0001975710)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001149"}

[13F-HR] CIK — HANSEATIC MANAGEMENT SERVICES INC (CIK 0001128074) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001128074&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001128074", "ticker": "CIK", "company_name": "HANSEATIC MANAGEMENT SERVICES INC (CIK 0001128074)", "filing_date": "2026-08-07", "accession_number": "0001128074-26-000004"}

[13F-HR] CIK — Genesis Wealth Advisors, LLC (CIK 0001637241) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001637241&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001637241", "ticker": "CIK", "company_name": "Genesis Wealth Advisors, LLC (CIK 0001637241)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001152"}

[13F-HR] CIK — Menard Financial Group LLC (CIK 0001803156) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001803156&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001803156", "ticker": "CIK", "company_name": "Menard Financial Group LLC (CIK 0001803156)", "filing_date": "2026-08-07", "accession_number": "0001803156-26-000004"}

[13F-HR] CIK — AIGH Capital Management LLC (CIK 0001835943) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001835943&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001835943", "ticker": "CIK", "company_name": "AIGH Capital Management LLC (CIK 0001835943)", "filing_date": "2026-08-07", "accession_number": "0001214659-26-009749"}

[13F-HR] CIK — CURIO WEALTH, LLC (CIK 0002049201) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002049201&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002049201", "ticker": "CIK", "company_name": "CURIO WEALTH, LLC (CIK 0002049201)", "filing_date": "2026-08-07", "accession_number": "0002049201-26-000004"}

[13F-HR] CIK — Timmons Wealth Management, LLC (CIK 0002110045) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002110045&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002110045", "ticker": "CIK", "company_name": "Timmons Wealth Management, LLC (CIK 0002110045)", "filing_date": "2026-08-07", "accession_number": "0002110045-26-000003"}

[13F-HR] CIK — MUIRFIELD WEALTH ADVISORS LLC (CIK 0002014898) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002014898&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002014898", "ticker": "CIK", "company_name": "MUIRFIELD WEALTH ADVISORS LLC (CIK 0002014898)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001173"}

[13F-HR] CIK — GOLDEN ROAD ADVISORS LLC (CIK 0002014454) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002014454&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002014454", "ticker": "CIK", "company_name": "GOLDEN ROAD ADVISORS LLC (CIK 0002014454)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001153"}

[13F-HR] CIK — MUFG Bank, Ltd. (CIK 0000852743) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000852743&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000852743", "ticker": "CIK", "company_name": "MUFG Bank, Ltd. (CIK 0000852743)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-338782"}

[13F-HR] CIK — CVA Family Office, LLC (CIK 0001802084) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001802084&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001802084", "ticker": "CIK", "company_name": "CVA Family Office, LLC (CIK 0001802084)", "filing_date": "2026-08-07", "accession_number": "0001802084-26-000003"}

[13F-HR] CIK — AlpInvest Partners B.V. (CIK 0001512910) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001512910&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001512910", "ticker": "CIK", "company_name": "AlpInvest Partners B.V. (CIK 0001512910)", "filing_date": "2026-08-07", "accession_number": "0000898432-26-000606"}

[13F-HR] CIK — Macco Financial Group, Inc. (CIK 0002111816) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002111816&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002111816", "ticker": "CIK", "company_name": "Macco Financial Group, Inc. (CIK 0002111816)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001166"}

[13F-HR] CIK — Buckley Wealth Management, LLC (CIK 0001730126) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001730126&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001730126", "ticker": "CIK", "company_name": "Buckley Wealth Management, LLC (CIK 0001730126)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003164"}

[13F-HR] CIK — Argo Wealth Advisory, LLC (CIK 0002104895) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002104895&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002104895", "ticker": "CIK", "company_name": "Argo Wealth Advisory, LLC (CIK 0002104895)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001136"}

[13F-HR] BLK — BlackRock, Inc. (BLK) (CIK 0002012383) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002012383&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002012383", "ticker": "BLK", "company_name": "BlackRock, Inc. (BLK) (CIK 0002012383)", "filing_date": "2026-08-07", "accession_number": "0002012383-26-003238"}

[13F-HR] CIK — SG Capital Management LLC (CIK 0001510099) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001510099&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001510099", "ticker": "CIK", "company_name": "SG Capital Management LLC (CIK 0001510099)", "filing_date": "2026-08-07", "accession_number": "0002060757-26-000044"}

[13F-HR] STT — STATE STREET CORP (STT, STT-PG) (CIK 0000093751) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000093751&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000093751", "ticker": "STT", "company_name": "STATE STREET CORP (STT, STT-PG) (CIK 0000093751)", "filing_date": "2026-08-07", "accession_number": "0000093751-26-000507"}

[13F-HR] CIK — OARSMAN CAPITAL, INC. (CIK 0001569667) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001569667&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001569667", "ticker": "CIK", "company_name": "OARSMAN CAPITAL, INC. (CIK 0001569667)", "filing_date": "2026-08-07", "accession_number": "0001569667-26-000003"}

[13F-HR] CIK — DEUTSCHE BANK AG\ (CIK 0000948046) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000948046&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000948046", "ticker": "CIK", "company_name": "DEUTSCHE BANK AG\\ (CIK 0000948046)", "filing_date": "2026-08-07", "accession_number": "0000948046-26-000042"}

[13F-HR] CIK — SG Americas Securities, LLC (CIK 0001313360) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001313360&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001313360", "ticker": "CIK", "company_name": "SG Americas Securities, LLC (CIK 0001313360)", "filing_date": "2026-08-07", "accession_number": "0001313360-26-000003"}

[13F-HR] CIK — Variant Private Wealth, LLC (CIK 0002054798) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002054798&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002054798", "ticker": "CIK", "company_name": "Variant Private Wealth, LLC (CIK 0002054798)", "filing_date": "2026-08-07", "accession_number": "0002054798-26-000003"}

[13F-HR] CIK — VILLERE ST DENIS J & CO LLC (CIK 0001113629) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001113629&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001113629", "ticker": "CIK", "company_name": "VILLERE ST DENIS J & CO LLC (CIK 0001113629)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-340046"}

[13F-HR] CIK — American Wealth Advisors, LLC (CIK 0002095589) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002095589&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002095589", "ticker": "CIK", "company_name": "American Wealth Advisors, LLC (CIK 0002095589)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001138"}

[13F-HR] CIK — PLANWISER FINANCIAL, LLC (CIK 0002043741) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002043741&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002043741", "ticker": "CIK", "company_name": "PLANWISER FINANCIAL, LLC (CIK 0002043741)", "filing_date": "2026-08-07", "accession_number": "0002043741-26-000001"}

[13F-HR] CIK — SPRUCEGROVE INVESTMENT MANAGEMENT LTD (CIK 0001234074) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001234074&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001234074", "ticker": "CIK", "company_name": "SPRUCEGROVE INVESTMENT MANAGEMENT LTD (CIK 0001234074)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-339127"}

[13F-HR] CIK — Boulder Wealth Advisors, LLC (CIK 0001874080) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001874080&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001874080", "ticker": "CIK", "company_name": "Boulder Wealth Advisors, LLC (CIK 0001874080)", "filing_date": "2026-08-07", "accession_number": "0001986152-26-000115"}

[13F-HR] CIK — Ciovacco Capital Management LLC (CIK 0001653012) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001653012&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001653012", "ticker": "CIK", "company_name": "Ciovacco Capital Management LLC (CIK 0001653012)", "filing_date": "2026-08-07", "accession_number": "0001653012-26-000003"}

[13F-HR] CIK — CONWAY CAPITAL MANAGEMENT, INC. (CIK 0002044929) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002044929&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002044929", "ticker": "CIK", "company_name": "CONWAY CAPITAL MANAGEMENT, INC. (CIK 0002044929)", "filing_date": "2026-08-07", "accession_number": "0001214659-26-009767"}

[13F-HR] CIK — Algorithmic Investment Models, LLC (CIK 0001806628) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001806628&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001806628", "ticker": "CIK", "company_name": "Algorithmic Investment Models, LLC (CIK 0001806628)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003158"}

[13F-HR] CIK — ENDEAVOUR CAPITAL ADVISORS INC (CIK 0001218749) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001218749&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001218749", "ticker": "CIK", "company_name": "ENDEAVOUR CAPITAL ADVISORS INC (CIK 0001218749)", "filing_date": "2026-08-07", "accession_number": "0002060757-26-000045"}

[13F-HR] CIK — OAKMONT Corp (CIK 0000924171) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000924171&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000924171", "ticker": "CIK", "company_name": "OAKMONT Corp (CIK 0000924171)", "filing_date": "2026-08-07", "accession_number": "0001081198-26-000020"}

[13F-HR] CIK — Sheridan Capital Management, LLC (CIK 0001926753) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001926753&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001926753", "ticker": "CIK", "company_name": "Sheridan Capital Management, LLC (CIK 0001926753)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003137"}

[13F-HR] CIK — Greenwoods Asset Management Hong Kong Ltd. (CIK 0001848138) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001848138&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001848138", "ticker": "CIK", "company_name": "Greenwoods Asset Management Hong Kong Ltd. (CIK 0001848138)", "filing_date": "2026-08-07", "accession_number": "0001848138-26-000011"}

[13F-HR] CIK — ForthRight Wealth Management, LLC (CIK 0001841633) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001841633&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001841633", "ticker": "CIK", "company_name": "ForthRight Wealth Management, LLC (CIK 0001841633)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001151"}

[13F-HR] CIK — Covestor Ltd (CIK 0001909846) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001909846&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001909846", "ticker": "CIK", "company_name": "Covestor Ltd (CIK 0001909846)", "filing_date": "2026-08-07", "accession_number": "0001909846-26-000008"}

[13F-HR] CIK — Mittelman Wealth Management (CIK 0002021464) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002021464&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002021464", "ticker": "CIK", "company_name": "Mittelman Wealth Management (CIK 0002021464)", "filing_date": "2026-08-07", "accession_number": "0002021464-26-000004"}

[13F-HR] CIK — Mosaic Advisors LLC (CIK 0001808523) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001808523&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001808523", "ticker": "CIK", "company_name": "Mosaic Advisors LLC (CIK 0001808523)", "filing_date": "2026-08-07", "accession_number": "0001808523-26-000004"}

[13F-HR] CIK — John Boyer, Inc. (CIK 0001597484) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001597484&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001597484", "ticker": "CIK", "company_name": "John Boyer, Inc. (CIK 0001597484)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000703"}

[13F-HR] CIK — Park State Asset Management (CIK 0001908423) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001908423&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001908423", "ticker": "CIK", "company_name": "Park State Asset Management (CIK 0001908423)", "filing_date": "2026-08-07", "accession_number": "0001908423-26-000006"}

[13F-HR] CIK — Chandler Asset Management, Inc. (CIK 0001665018) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001665018&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001665018", "ticker": "CIK", "company_name": "Chandler Asset Management, Inc. (CIK 0001665018)", "filing_date": "2026-08-07", "accession_number": "0001665018-26-000005"}

[13F-HR] CIK — Capital Impact Advisors, LLC (CIK 0001602198) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001602198&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001602198", "ticker": "CIK", "company_name": "Capital Impact Advisors, LLC (CIK 0001602198)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003167"}

[13F-HR] CIK — CCG WEALTH MANAGEMENT, LLC (CIK 0001771169) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001771169&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001771169", "ticker": "CIK", "company_name": "CCG WEALTH MANAGEMENT, LLC (CIK 0001771169)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001141"}

[13F-HR] CIK — Investmark Advisory Group LLC (CIK 0001926349) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001926349&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001926349", "ticker": "CIK", "company_name": "Investmark Advisory Group LLC (CIK 0001926349)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003182"}

[13F-HR] CIK — MASSACHUSETTS MUTUAL LIFE INSURANCE CO (CIK 0000225602) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000225602&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000225602", "ticker": "CIK", "company_name": "MASSACHUSETTS MUTUAL LIFE INSURANCE CO (CIK 0000225602)", "filing_date": "2026-08-07", "accession_number": "0000225602-26-000009"}

[13F-HR] CIK — VALLEY FORGE INVESTMENT CONSULTANTS INC ADV (CIK 0000920655) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000920655&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000920655", "ticker": "CIK", "company_name": "VALLEY FORGE INVESTMENT CONSULTANTS INC ADV (CIK 0000920655)", "filing_date": "2026-08-07", "accession_number": "0000920655-26-000005"}

[13F-HR] CIK — PERSONAL CFO SOLUTIONS, LLC (CIK 0001677501) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001677501&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001677501", "ticker": "CIK", "company_name": "PERSONAL CFO SOLUTIONS, LLC (CIK 0001677501)", "filing_date": "2026-08-07", "accession_number": "0001677501-26-000009"}

[13F-HR] CIK — Greylock XIV GP LLC (CIK 0001660424) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001660424&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001660424", "ticker": "CIK", "company_name": "Greylock XIV GP LLC (CIK 0001660424)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-340279"}

[13F-HR] CIK — Charles Schwab Trust Bank (CIK 0001776551) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001776551&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001776551", "ticker": "CIK", "company_name": "Charles Schwab Trust Bank (CIK 0001776551)", "filing_date": "2026-08-07", "accession_number": "0001776551-26-000004"}

[13F-HR] CIK — MEEDER ASSET MANAGEMENT INC (CIK 0000809443) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000809443&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000809443", "ticker": "CIK", "company_name": "MEEDER ASSET MANAGEMENT INC (CIK 0000809443)", "filing_date": "2026-08-07", "accession_number": "0001398344-26-013839"}

[13F-HR] CIK — MML INVESTORS SERVICES, LLC (CIK 0000701059) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000701059&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000701059", "ticker": "CIK", "company_name": "MML INVESTORS SERVICES, LLC (CIK 0000701059)", "filing_date": "2026-08-07", "accession_number": "0000701059-26-000016"}

[13F-HR] CIK — EMERGENCE GP PARTNERS, LLC (CIK 0001589115) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001589115&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001589115", "ticker": "CIK", "company_name": "EMERGENCE GP PARTNERS, LLC (CIK 0001589115)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-339891"}

[13F-HR] CIK — NINE MASTS CAPITAL Ltd (CIK 0001569356) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001569356&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001569356", "ticker": "CIK", "company_name": "NINE MASTS CAPITAL Ltd (CIK 0001569356)", "filing_date": "2026-08-07", "accession_number": "0001569356-26-000005"}

[13F-HR] CIK — NOVARE CAPITAL MANAGEMENT LLC (CIK 0001388409) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001388409&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001388409", "ticker": "CIK", "company_name": "NOVARE CAPITAL MANAGEMENT LLC (CIK 0001388409)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001176"}

[13F-HR] CIK — Evelyn Partners Group Ltd (CIK 0002146944) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002146944&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002146944", "ticker": "CIK", "company_name": "Evelyn Partners Group Ltd (CIK 0002146944)", "filing_date": "2026-08-07", "accession_number": "0001420506-26-001454"}

[13F-HR] CIK — Aspen Wealth Strategies, LLC (CIK 0001972517) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001972517&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001972517", "ticker": "CIK", "company_name": "Aspen Wealth Strategies, LLC (CIK 0001972517)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001137"}

[13F-HR] CIK — University of Massachusetts Foundation, Inc. (CIK 0001802874) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001802874&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001802874", "ticker": "CIK", "company_name": "University of Massachusetts Foundation, Inc. (CIK 0001802874)", "filing_date": "2026-08-07", "accession_number": "0001802874-26-000010"}

[13F-HR] CIK — RWA WEALTH PARTNERS, LLC (CIK 0001544576) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001544576&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001544576", "ticker": "CIK", "company_name": "RWA WEALTH PARTNERS, LLC (CIK 0001544576)", "filing_date": "2026-08-07", "accession_number": "0001544576-26-000005"}

[13F-HR] MUFG — MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG, MBFJF) (CIK 0000067088) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000067088&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000067088", "ticker": "MUFG", "company_name": "MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG, MBFJF) (CIK 0000067088)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-338801"}

[13F-HR] UBER — Uber Technologies, Inc (UBER) (CIK 0001543151) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001543151&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001543151", "ticker": "UBER", "company_name": "Uber Technologies, Inc (UBER) (CIK 0001543151)", "filing_date": "2026-08-07", "accession_number": "0001552781-26-000415"}

[13F-HR] CIK — Pallas Capital Advisors LLC (CIK 0001862282) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001862282&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001862282", "ticker": "CIK", "company_name": "Pallas Capital Advisors LLC (CIK 0001862282)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001193"}

[13F-HR] CIK — Quadrature Capital Ltd (CIK 0001651424) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001651424&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001651424", "ticker": "CIK", "company_name": "Quadrature Capital Ltd (CIK 0001651424)", "filing_date": "2026-08-07", "accession_number": "0001651424-26-000010"}

[13F-HR] CIK — CFM WEALTH PARTNERS LLC (CIK 0001801097) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001801097&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001801097", "ticker": "CIK", "company_name": "CFM WEALTH PARTNERS LLC (CIK 0001801097)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001142"}

[13F-HR] CIK — Syncona Portfolio Ltd (CIK 0001725042) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001725042&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001725042", "ticker": "CIK", "company_name": "Syncona Portfolio Ltd (CIK 0001725042)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-338587"}

[13F-HR] CIK — FTX Recovery Trust (CIK 0002079200) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002079200&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002079200", "ticker": "CIK", "company_name": "FTX Recovery Trust (CIK 0002079200)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-339185"}

[13F-HR] CIK — IDG China Capital Fund III Associates L.P. (CIK 0001649614) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001649614&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001649614", "ticker": "CIK", "company_name": "IDG China Capital Fund III Associates L.P. (CIK 0001649614)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092525"}

[13F-HR] CIK — SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD (CIK 0001219573) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001219573&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001219573", "ticker": "CIK", "company_name": "SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD (CIK 0001219573)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-339094"}

[13F-HR] CIK — IDG China Capital Fund GP III Associates Ltd. (CIK 0001649611) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001649611&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001649611", "ticker": "CIK", "company_name": "IDG China Capital Fund GP III Associates Ltd. (CIK 0001649611)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092523"}

[13F-HR] CIK — WORLDLY PARTNERS MANAGEMENT, LLC (CIK 0001904574) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001904574&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001904574", "ticker": "CIK", "company_name": "WORLDLY PARTNERS MANAGEMENT, LLC (CIK 0001904574)", "filing_date": "2026-08-07", "accession_number": "0001904574-26-000003"}

[13F-HR] CIK — Mass General Brigham, Inc (CIK 0001678378) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001678378&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001678378", "ticker": "CIK", "company_name": "Mass General Brigham, Inc (CIK 0001678378)", "filing_date": "2026-08-07", "accession_number": "0001214659-26-009752"}

[13F-HR] CIK — NVP Associates, LLC (CIK 0001545692) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001545692&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001545692", "ticker": "CIK", "company_name": "NVP Associates, LLC (CIK 0001545692)", "filing_date": "2026-08-07", "accession_number": "0001545692-26-000009"}

[13F-HR] CIK — Fairscale Capital, LLC (CIK 0002032350) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002032350&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002032350", "ticker": "CIK", "company_name": "Fairscale Capital, LLC (CIK 0002032350)", "filing_date": "2026-08-07", "accession_number": "0002032350-26-000003"}

[13F-HR] CIK — Guardian Capital, LLC (CIK 0002083963) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002083963&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002083963", "ticker": "CIK", "company_name": "Guardian Capital, LLC (CIK 0002083963)", "filing_date": "2026-08-07", "accession_number": "0002083963-26-000007"}

[13F-HR] CIK — GRAHAM CAPITAL WEALTH MANAGEMENT, LLC (CIK 0001907528) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001907528&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001907528", "ticker": "CIK", "company_name": "GRAHAM CAPITAL WEALTH MANAGEMENT, LLC (CIK 0001907528)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001154"}

[13F-HR] CIK — BLALOCK WILLIAMS, LLC (CIK 0002092331) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002092331&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002092331", "ticker": "CIK", "company_name": "BLALOCK WILLIAMS, LLC (CIK 0002092331)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001139"}

[13F-HR] CIK — PZENA INVESTMENT MANAGEMENT LLC (CIK 0001027796) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001027796&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001027796", "ticker": "CIK", "company_name": "PZENA INVESTMENT MANAGEMENT LLC (CIK 0001027796)", "filing_date": "2026-08-07", "accession_number": "0001027796-26-000049"}

[13F-HR] CIK — FIRETRAIL INVESTMENTS PTY LTD (CIK 0001943822) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001943822&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001943822", "ticker": "CIK", "company_name": "FIRETRAIL INVESTMENTS PTY LTD (CIK 0001943822)", "filing_date": "2026-08-07", "accession_number": "0001943822-26-000004"}

[13F-HR] CIK — MKP Capital Management, L.L.C. (CIK 0001534949) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001534949&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001534949", "ticker": "CIK", "company_name": "MKP Capital Management, L.L.C. (CIK 0001534949)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003156"}

[13F-HR] CIK — Graver Capital Management, LLC (CIK 0002056589) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002056589&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002056589", "ticker": "CIK", "company_name": "Graver Capital Management, LLC (CIK 0002056589)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001155"}

[13F-HR] CIK — Beacon Harbor Wealth Advisors, Inc. (CIK 0001784093) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001784093&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001784093", "ticker": "CIK", "company_name": "Beacon Harbor Wealth Advisors, Inc. (CIK 0001784093)", "filing_date": "2026-08-07", "accession_number": "0002063364-26-000285"}

[13F-HR] CIK — Meeder Advisory Services, Inc. (CIK 0001792167) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001792167&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001792167", "ticker": "CIK", "company_name": "Meeder Advisory Services, Inc. (CIK 0001792167)", "filing_date": "2026-08-07", "accession_number": "0001398344-26-013841"}

[13F-HR] CIK — Fusion Family Wealth, LLC (CIK 0001696209) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001696209&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001696209", "ticker": "CIK", "company_name": "Fusion Family Wealth, LLC (CIK 0001696209)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001150"}

[13F-HR] CIK — M.D. Sass, LLC (CIK 0000922940) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000922940&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000922940", "ticker": "CIK", "company_name": "M.D. Sass, LLC (CIK 0000922940)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003181"}

[13F-HR] CIK — TimesSquare Capital Management, LLC (CIK 0001313816) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001313816&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001313816", "ticker": "CIK", "company_name": "TimesSquare Capital Management, LLC (CIK 0001313816)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-339056"}

[13F-HR] CIK — Performance Wealth Partners, LLC (CIK 0001908765) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001908765&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001908765", "ticker": "CIK", "company_name": "Performance Wealth Partners, LLC (CIK 0001908765)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001190"}

[13F-HR] CIK — Graney & King, LLC (CIK 0002051568) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002051568&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002051568", "ticker": "CIK", "company_name": "Graney & King, LLC (CIK 0002051568)", "filing_date": "2026-08-07", "accession_number": "0002051568-26-000005"}

[13F-HR] CIK — OAKTOP CAPITAL MANAGEMENT II, L.P. (CIK 0001550660) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001550660&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001550660", "ticker": "CIK", "company_name": "OAKTOP CAPITAL MANAGEMENT II, L.P. (CIK 0001550660)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003178"}

[13F-HR] CIK — OGOREK ANTHONY JOSEPH /NY/ /ADV (CIK 0000714364) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000714364&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000714364", "ticker": "CIK", "company_name": "OGOREK ANTHONY JOSEPH /NY/ /ADV (CIK 0000714364)", "filing_date": "2026-08-07", "accession_number": "0000714364-26-000005"}

[13F-HR] CIK — MARVIN & PALMER ASSOCIATES INC (CIK 0000860645) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000860645&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000860645", "ticker": "CIK", "company_name": "MARVIN & PALMER ASSOCIATES INC (CIK 0000860645)", "filing_date": "2026-08-07", "accession_number": "0002080880-26-000019"}

[13F-HR] CIK — TIEMANN INVESTMENT ADVISORS, LLC (CIK 0001575151) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001575151&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001575151", "ticker": "CIK", "company_name": "TIEMANN INVESTMENT ADVISORS, LLC (CIK 0001575151)", "filing_date": "2026-08-07", "accession_number": "0001575151-26-000006"}

[13F-HR] CIK — Banco BTG Pactual S.A. (CIK 0001536080) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001536080&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001536080", "ticker": "CIK", "company_name": "Banco BTG Pactual S.A. (CIK 0001536080)", "filing_date": "2026-08-07", "accession_number": "0001536080-26-000004"}

[13F-HR] CIK — Joseph P. Lucia & Associates, LLC (CIK 0001775391) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001775391&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001775391", "ticker": "CIK", "company_name": "Joseph P. Lucia & Associates, LLC (CIK 0001775391)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003168"}

[13F-HR] CIK — Parkshore Wealth Management, Inc. (CIK 0002024251) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002024251&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002024251", "ticker": "CIK", "company_name": "Parkshore Wealth Management, Inc. (CIK 0002024251)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003140"}

[13F-HR] CIK — Adaptive Financial Consulting, LLC (CIK 0001804717) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001804717&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001804717", "ticker": "CIK", "company_name": "Adaptive Financial Consulting, LLC (CIK 0001804717)", "filing_date": "2026-08-07", "accession_number": "0001804717-26-000003"}

[13F-HR] CIK — Global Strategic Investment Solutions, LLC (CIK 0001760076) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001760076&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001760076", "ticker": "CIK", "company_name": "Global Strategic Investment Solutions, LLC (CIK 0001760076)", "filing_date": "2026-08-07", "accession_number": "0002085853-26-000955"}

[13F-HR] CIK — Forge Financial Services LLC (CIK 0002055357) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002055357&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002055357", "ticker": "CIK", "company_name": "Forge Financial Services LLC (CIK 0002055357)", "filing_date": "2026-08-07", "accession_number": "0002055357-26-000004"}

[13F-HR] CIK — UNITED SERVICES AUTOMOBILE ASSOCIATION (CIK 0001021249) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001021249&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001021249", "ticker": "CIK", "company_name": "UNITED SERVICES AUTOMOBILE ASSOCIATION (CIK 0001021249)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-340017"}

[13F-HR] CIK — Bell Investment Advisors, Inc (CIK 0001890149) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001890149&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001890149", "ticker": "CIK", "company_name": "Bell Investment Advisors, Inc (CIK 0001890149)", "filing_date": "2026-08-07", "accession_number": "0001890149-26-000003"}

[13F-HR] CIK — TABLEAUX LLC (CIK 0002060663) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002060663&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002060663", "ticker": "CIK", "company_name": "TABLEAUX LLC (CIK 0002060663)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001180"}

[13F-HR] CIK — Dunhill Financial, LLC (CIK 0001948904) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001948904&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001948904", "ticker": "CIK", "company_name": "Dunhill Financial, LLC (CIK 0001948904)", "filing_date": "2026-08-07", "accession_number": "0001948904-26-000003"}

[13F-HR] CIK — LPL Financial LLC (CIK 0001403438) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001403438&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001403438", "ticker": "CIK", "company_name": "LPL Financial LLC (CIK 0001403438)", "filing_date": "2026-08-07", "accession_number": "0001403438-26-000004"}

[13F-HR] CIK — Tide Cove Capital Partners LLC (CIK 0002029464) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002029464&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002029464", "ticker": "CIK", "company_name": "Tide Cove Capital Partners LLC (CIK 0002029464)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001178"}

[13F-HR] CIK — Technology Crossover Management VIII, Ltd. (CIK 0001626282) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001626282&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001626282", "ticker": "CIK", "company_name": "Technology Crossover Management VIII, Ltd. (CIK 0001626282)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092683"}

[13F-HR] CIK — RICE HALL JAMES & ASSOCIATES, LLC (CIK 0001230765) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001230765&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001230765", "ticker": "CIK", "company_name": "RICE HALL JAMES & ASSOCIATES, LLC (CIK 0001230765)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003169"}

[13F-HR] CIK — SILVER OAK SECURITIES, INCORPORATED (CIK 0001080576) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001080576&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001080576", "ticker": "CIK", "company_name": "SILVER OAK SECURITIES, INCORPORATED (CIK 0001080576)", "filing_date": "2026-08-07", "accession_number": "0001080576-26-000004"}

[13F-HR] CIK — TOUNJIAN ADVISORY PARTNERS, LLC (CIK 0002039850) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002039850&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002039850", "ticker": "CIK", "company_name": "TOUNJIAN ADVISORY PARTNERS, LLC (CIK 0002039850)", "filing_date": "2026-08-07", "accession_number": "0002039850-26-000001"}

[13F-HR] CIK — Auxano Advisors, LLC (CIK 0001811491) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001811491&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001811491", "ticker": "CIK", "company_name": "Auxano Advisors, LLC (CIK 0001811491)", "filing_date": "2026-08-07", "accession_number": "0001811491-26-000004"}

[13F-HR] CIK — Belfer Management LLC (CIK 0001481957) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001481957&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001481957", "ticker": "CIK", "company_name": "Belfer Management LLC (CIK 0001481957)", "filing_date": "2026-08-07", "accession_number": "0001140361-26-031775"}

[13F-HR] CIK — Granite Investment Partners, LLC (CIK 0001542266) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001542266&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001542266", "ticker": "CIK", "company_name": "Granite Investment Partners, LLC (CIK 0001542266)", "filing_date": "2026-08-07", "accession_number": "0001398344-26-013762"}

[13F-HR] CIK — SCP Investment, LP (CIK 0001730961) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001730961&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001730961", "ticker": "CIK", "company_name": "SCP Investment, LP (CIK 0001730961)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092468"}

[13F-HR] CIK — FOCUSED ALPHA, LLC (CIK 0002105062) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002105062&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002105062", "ticker": "CIK", "company_name": "FOCUSED ALPHA, LLC (CIK 0002105062)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092660"}

[13F-HR] CIK — SCHWERIN BOYLE CAPITAL MANAGEMENT INC (CIK 0000937522) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000937522&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000937522", "ticker": "CIK", "company_name": "SCHWERIN BOYLE CAPITAL MANAGEMENT INC (CIK 0000937522)", "filing_date": "2026-08-07", "accession_number": "0001376474-26-000541"}

[13F-HR] CIK — ONTARIO TEACHERS PENSION PLAN BOARD (CIK 0000937567) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000937567&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000937567", "ticker": "CIK", "company_name": "ONTARIO TEACHERS PENSION PLAN BOARD (CIK 0000937567)", "filing_date": "2026-08-07", "accession_number": "0001999371-26-017424"}

[13F-HR] CIK — Dale Q Rice Investment Management Ltd (CIK 0002041427) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002041427&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002041427", "ticker": "CIK", "company_name": "Dale Q Rice Investment Management Ltd (CIK 0002041427)", "filing_date": "2026-08-07", "accession_number": "0002041427-26-000003"}

[13F-HR] CIK — Salomon & Ludwin, LLC (CIK 0001766156) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001766156&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001766156", "ticker": "CIK", "company_name": "Salomon & Ludwin, LLC (CIK 0001766156)", "filing_date": "2026-08-07", "accession_number": "0001766156-26-000005"}

[13F-HR] CIK — Everest Private Wealth (CIK 0002056683) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002056683&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002056683", "ticker": "CIK", "company_name": "Everest Private Wealth (CIK 0002056683)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001148"}

[13F-HR] CIK — Versor Investments LP (CIK 0001650301) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001650301&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001650301", "ticker": "CIK", "company_name": "Versor Investments LP (CIK 0001650301)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003147"}

[13F-HR] CIK — Quent Capital, LLC (CIK 0001912338) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001912338&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001912338", "ticker": "CIK", "company_name": "Quent Capital, LLC (CIK 0001912338)", "filing_date": "2026-08-07", "accession_number": "0001912338-26-000007"}

[13F-HR] CIK — ELEMENT POINTE ADVISORS, LLC (CIK 0001764059) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001764059&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001764059", "ticker": "CIK", "company_name": "ELEMENT POINTE ADVISORS, LLC (CIK 0001764059)", "filing_date": "2026-08-07", "accession_number": "0001764059-26-000007"}

[13F-HR] CIK — Westend Capital Management, LLC (CIK 0001331997) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001331997&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001331997", "ticker": "CIK", "company_name": "Westend Capital Management, LLC (CIK 0001331997)", "filing_date": "2026-08-07", "accession_number": "0001331997-26-000003"}

[13F-HR] CIK — Four Tree Island Advisory LLC (CIK 0002048142) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002048142&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002048142", "ticker": "CIK", "company_name": "Four Tree Island Advisory LLC (CIK 0002048142)", "filing_date": "2026-08-07", "accession_number": "0002048142-26-000003"}

[13F-HR] CIK — ECLIPSE OPERATIONS, LLC (CIK 0001908066) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001908066&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001908066", "ticker": "CIK", "company_name": "ECLIPSE OPERATIONS, LLC (CIK 0001908066)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092541"}

[13F-HR] CIK — LYNWOOD PRICE CAPITAL MANAGEMENT LP (CIK 0002046605) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002046605&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002046605", "ticker": "CIK", "company_name": "LYNWOOD PRICE CAPITAL MANAGEMENT LP (CIK 0002046605)", "filing_date": "2026-08-07", "accession_number": "0002073679-26-000081"}

[13F-HR] CIK — Reliant Wealth Planning (CIK 0001823393) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001823393&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001823393", "ticker": "CIK", "company_name": "Reliant Wealth Planning (CIK 0001823393)", "filing_date": "2026-08-07", "accession_number": "0001376474-26-000543"}

[13F-HR] CIK — CAPITAL FINANCIAL GROUP INC\CO\ /ADV (CIK 0001061555) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001061555&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001061555", "ticker": "CIK", "company_name": "CAPITAL FINANCIAL GROUP INC\\CO\\ /ADV (CIK 0001061555)", "filing_date": "2026-08-07", "accession_number": "0002085853-26-000948"}

[13F-HR] CIK — Royal Palms Capital LLC (CIK 0002107886) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002107886&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002107886", "ticker": "CIK", "company_name": "Royal Palms Capital LLC (CIK 0002107886)", "filing_date": "2026-08-07", "accession_number": "0002107886-26-000003"}

[13F-HR] CIK — CapitalatWork S.A. (CIK 0002135126) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002135126&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002135126", "ticker": "CIK", "company_name": "CapitalatWork S.A. (CIK 0002135126)", "filing_date": "2026-08-07", "accession_number": "0002135126-26-000012"}

[13F-HR] CIK — Long Island Wealth Management, Inc. (CIK 0002011177) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011177&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002011177", "ticker": "CIK", "company_name": "Long Island Wealth Management, Inc. (CIK 0002011177)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001165"}

[13F-HR] CIK — Game Plan Financial Advisors, LLC (CIK 0001802952) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001802952&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001802952", "ticker": "CIK", "company_name": "Game Plan Financial Advisors, LLC (CIK 0001802952)", "filing_date": "2026-08-07", "accession_number": "0001802952-26-000003"}

[13F-HR] CIK — BARINGS LLC (CIK 0000009015) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000009015&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000009015", "ticker": "CIK", "company_name": "BARINGS LLC (CIK 0000009015)", "filing_date": "2026-08-07", "accession_number": "0000009015-26-000018"}

[13F-HR] CIK — Main Street Financial Solutions, LLC (CIK 0001763350) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001763350&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001763350", "ticker": "CIK", "company_name": "Main Street Financial Solutions, LLC (CIK 0001763350)", "filing_date": "2026-08-07", "accession_number": "0001763350-26-000003"}

[13F-HR] CIK — Marble Harbor Investment Counsel, LLC (CIK 0001387130) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001387130&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001387130", "ticker": "CIK", "company_name": "Marble Harbor Investment Counsel, LLC (CIK 0001387130)", "filing_date": "2026-08-07", "accession_number": "0001420506-26-001468"}

[13F-HR] CIK — RHS Financial, LLC (CIK 0001766514) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001766514&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001766514", "ticker": "CIK", "company_name": "RHS Financial, LLC (CIK 0001766514)", "filing_date": "2026-08-07", "accession_number": "0001766514-26-000004"}

[13F-HR] CIK — SITTNER & NELSON, LLC (CIK 0001846138) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001846138&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001846138", "ticker": "CIK", "company_name": "SITTNER & NELSON, LLC (CIK 0001846138)", "filing_date": "2026-08-07", "accession_number": "0001846138-26-000004"}

[13F-HR] CIK — PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (CIK 0001166152) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001166152&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001166152", "ticker": "CIK", "company_name": "PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (CIK 0001166152)", "filing_date": "2026-08-07", "accession_number": "0001140361-26-031804"}

[13F-HR] CIK — UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC (CIK 0002011649) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011649&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002011649", "ticker": "CIK", "company_name": "UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC (CIK 0002011649)", "filing_date": "2026-08-07", "accession_number": "0002011649-26-000003"}

[13F-HR] CIK — Twelve Points Wealth Management LLC (CIK 0001877090) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001877090&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001877090", "ticker": "CIK", "company_name": "Twelve Points Wealth Management LLC (CIK 0001877090)", "filing_date": "2026-08-07", "accession_number": "0001877090-26-000005"}

[13F-HR] CIK — SIERRA OCEAN, LLC (CIK 0002051715) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002051715&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002051715", "ticker": "CIK", "company_name": "SIERRA OCEAN, LLC (CIK 0002051715)", "filing_date": "2026-08-07", "accession_number": "0002051715-26-000006"}

[13F-HR] CIK — Niatross Investments Ltd (CIK 0002093071) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002093071&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002093071", "ticker": "CIK", "company_name": "Niatross Investments Ltd (CIK 0002093071)", "filing_date": "2026-08-07", "accession_number": "0002093071-26-000004"}

[13F-HR] CIK — Ethos Financial Group, LLC (CIK 0001954242) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001954242&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001954242", "ticker": "CIK", "company_name": "Ethos Financial Group, LLC (CIK 0001954242)", "filing_date": "2026-08-07", "accession_number": "0001954242-26-000004"}

[13F-HR] CIK — CROSBY Co OF NEW HAMPSHIRE LLC (CIK 0001595683) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001595683&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001595683", "ticker": "CIK", "company_name": "CROSBY Co OF NEW HAMPSHIRE LLC (CIK 0001595683)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092449"}

[13F-HR] CIK — Meadowbrook Advisors Group, LLC (CIK 0002119283) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002119283&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002119283", "ticker": "CIK", "company_name": "Meadowbrook Advisors Group, LLC (CIK 0002119283)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001171"}

[13F-HR] CIK — K2 PRINCIPAL FUND, L.P. (CIK 0001461790) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001461790&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001461790", "ticker": "CIK", "company_name": "K2 PRINCIPAL FUND, L.P. (CIK 0001461790)", "filing_date": "2026-08-07", "accession_number": "0001461790-26-000032"}

[13F-HR] CIK — Tassel Capital Management, Inc. (CIK 0001999208) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001999208&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001999208", "ticker": "CIK", "company_name": "Tassel Capital Management, Inc. (CIK 0001999208)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001179"}

[13F-HR] CIK — Arizona State Retirement System (CIK 0001558481) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001558481&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001558481", "ticker": "CIK", "company_name": "Arizona State Retirement System (CIK 0001558481)", "filing_date": "2026-08-07", "accession_number": "0000897069-26-001594"}

[13F-HR] CIK — BloombergSen Inc. (CIK 0001484047) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001484047&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001484047", "ticker": "CIK", "company_name": "BloombergSen Inc. (CIK 0001484047)", "filing_date": "2026-08-07", "accession_number": "0000945621-26-000989"}

[13F-HR] CIK — Hexagon Capital Partners LLC (CIK 0001831542) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001831542&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001831542", "ticker": "CIK", "company_name": "Hexagon Capital Partners LLC (CIK 0001831542)", "filing_date": "2026-08-07", "accession_number": "0001831542-26-000003"}

[13F-HR] CIK — Point Nemo Capital, LLC (CIK 0001988307) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001988307&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001988307", "ticker": "CIK", "company_name": "Point Nemo Capital, LLC (CIK 0001988307)", "filing_date": "2026-08-07", "accession_number": "0001988307-26-000005"}

[13F-HR] CIK — MidFirst Bank (CIK 0002077076) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002077076&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002077076", "ticker": "CIK", "company_name": "MidFirst Bank (CIK 0002077076)", "filing_date": "2026-08-07", "accession_number": "0002077076-26-000005"}

[13F-HR] CIK — Cornerstone Investment Partners, LLC (CIK 0001328062) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001328062&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001328062", "ticker": "CIK", "company_name": "Cornerstone Investment Partners, LLC (CIK 0001328062)", "filing_date": "2026-08-07", "accession_number": "0001328062-26-000004"}

[13F-HR] CIK — AMARA FINANCIAL, LLC. (CIK 0001934965) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001934965&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001934965", "ticker": "CIK", "company_name": "AMARA FINANCIAL, LLC. (CIK 0001934965)", "filing_date": "2026-08-07", "accession_number": "0001934965-26-000004"}

[13F-HR] CIK — TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA (CIK 0002071170) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002071170&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002071170", "ticker": "CIK", "company_name": "TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA (CIK 0002071170)", "filing_date": "2026-08-07", "accession_number": "0002071170-26-000006"}

[13F-HR] CIK — Indie Asset Partners, LLC (CIK 0001802244) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001802244&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001802244", "ticker": "CIK", "company_name": "Indie Asset Partners, LLC (CIK 0001802244)", "filing_date": "2026-08-07", "accession_number": "0001802244-26-000006"}

[13F-HR] CIK — Tortoise Investment Management, LLC (CIK 0001599511) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001599511&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001599511", "ticker": "CIK", "company_name": "Tortoise Investment Management, LLC (CIK 0001599511)", "filing_date": "2026-08-07", "accession_number": "0001599511-26-000003"}

[13F-HR] FNF — Fidelity National Financial, Inc. (FNF) (CIK 0001331875) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001331875&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001331875", "ticker": "FNF", "company_name": "Fidelity National Financial, Inc. (FNF) (CIK 0001331875)", "filing_date": "2026-08-07", "accession_number": "0001331875-26-000075"}

[13F-HR] CIK — Occidental Asset Management, LLC (CIK 0001770994) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001770994&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001770994", "ticker": "CIK", "company_name": "Occidental Asset Management, LLC (CIK 0001770994)", "filing_date": "2026-08-07", "accession_number": "0001214659-26-009760"}

[13F-HR] CIK — M. Kulyk & Associates, LLC (CIK 0001842370) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001842370&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001842370", "ticker": "CIK", "company_name": "M. Kulyk & Associates, LLC (CIK 0001842370)", "filing_date": "2026-08-07", "accession_number": "0001842370-26-000003"}

[13F-HR] CIK — FORSTA AP-FONDEN (CIK 0001603328) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001603328&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001603328", "ticker": "CIK", "company_name": "FORSTA AP-FONDEN (CIK 0001603328)", "filing_date": "2026-08-07", "accession_number": "0001603328-26-000004"}

[13F-HR] CIK — KG Capital Management (CIK 0001771687) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001771687&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001771687", "ticker": "CIK", "company_name": "KG Capital Management (CIK 0001771687)", "filing_date": "2026-08-07", "accession_number": "0001771687-26-000006"}

[13F-HR] CIK — PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV (CIK 0001036215) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001036215&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001036215", "ticker": "CIK", "company_name": "PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV (CIK 0001036215)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001188"}

[13F-HR] CIK — Monte Financial Group, LLC (CIK 0001755651) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001755651&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001755651", "ticker": "CIK", "company_name": "Monte Financial Group, LLC (CIK 0001755651)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001172"}

[13F-HR] CIK — Technology Crossover Management IX, Ltd. (CIK 0001698264) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001698264&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001698264", "ticker": "CIK", "company_name": "Technology Crossover Management IX, Ltd. (CIK 0001698264)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092690"}

[13F-HR] CIK — Plato Investment Management Ltd (CIK 0001984475) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001984475&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001984475", "ticker": "CIK", "company_name": "Plato Investment Management Ltd (CIK 0001984475)", "filing_date": "2026-08-07", "accession_number": "0001984475-26-000004"}

[13F-HR] CIK — PENSION & WEALTH MANAGEMENT ADVISORS, INC. (CIK 0002145782) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002145782&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002145782", "ticker": "CIK", "company_name": "PENSION & WEALTH MANAGEMENT ADVISORS, INC. (CIK 0002145782)", "filing_date": "2026-08-07", "accession_number": "0002145782-26-000006"}

[13F-HR] CIK — Beverly Hills Private Wealth, LLC (CIK 0001965710) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001965710&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001965710", "ticker": "CIK", "company_name": "Beverly Hills Private Wealth, LLC (CIK 0001965710)", "filing_date": "2026-08-07", "accession_number": "0001965710-26-000005"}

[13F-HR] CIK — Timothy G. Youngquist 2020 Irrevocable Trust (CIK 0002109159) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002109159&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002109159", "ticker": "CIK", "company_name": "Timothy G. Youngquist 2020 Irrevocable Trust (CIK 0002109159)", "filing_date": "2026-08-07", "accession_number": "0002109159-26-000006"}

[13F-HR] CIK — Persistent Asset Partners Ltd (CIK 0002056052) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002056052&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002056052", "ticker": "CIK", "company_name": "Persistent Asset Partners Ltd (CIK 0002056052)", "filing_date": "2026-08-07", "accession_number": "0002056052-26-000004"}

[13F-HR] CIK — Fiera Capital Corp (CIK 0001505817) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001505817&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001505817", "ticker": "CIK", "company_name": "Fiera Capital Corp (CIK 0001505817)", "filing_date": "2026-08-07", "accession_number": "0001505817-26-000010"}

[13F-HR] CIK — COMMERZBANK AKTIENGESELLSCHAFT /FI (CIK 0000852933) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000852933&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000852933", "ticker": "CIK", "company_name": "COMMERZBANK AKTIENGESELLSCHAFT /FI (CIK 0000852933)", "filing_date": "2026-08-07", "accession_number": "0001683168-26-006087"}

[13F-HR] CIK — LYNX CAPITAL GROUP LTD /ADV (CIK 0001013287) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001013287&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001013287", "ticker": "CIK", "company_name": "LYNX CAPITAL GROUP LTD /ADV (CIK 0001013287)", "filing_date": "2026-08-07", "accession_number": "0001013287-26-000004"}

[13F-HR] CIK — Focused Wealth Management, Inc (CIK 0001586052) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001586052&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001586052", "ticker": "CIK", "company_name": "Focused Wealth Management, Inc (CIK 0001586052)", "filing_date": "2026-08-07", "accession_number": "0002085853-26-000947"}

[13F-HR] CIK — DUMONT & BLAKE INVESTMENT ADVISORS LLC (CIK 0001287618) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001287618&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001287618", "ticker": "CIK", "company_name": "DUMONT & BLAKE INVESTMENT ADVISORS LLC (CIK 0001287618)", "filing_date": "2026-08-07", "accession_number": "0001287618-26-000003"}

[13F-HR] CIK — BURKE & HERBERT BANK & TRUST CO (CIK 0001101250) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001101250&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001101250", "ticker": "CIK", "company_name": "BURKE & HERBERT BANK & TRUST CO (CIK 0001101250)", "filing_date": "2026-08-07", "accession_number": "0001140361-26-031854"}

[13F-HR] CIK — Aljian Capital Management, LLC (CIK 0001731260) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001731260&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001731260", "ticker": "CIK", "company_name": "Aljian Capital Management, LLC (CIK 0001731260)", "filing_date": "2026-08-07", "accession_number": "0001731260-26-000003"}

[13F-HR] CIK — DOVER ADVISORS, LLC (CIK 0001964541) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001964541&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001964541", "ticker": "CIK", "company_name": "DOVER ADVISORS, LLC (CIK 0001964541)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001145"}

[13F-HR] CIK — Monaco Asset Management SAM (CIK 0001803593) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001803593&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001803593", "ticker": "CIK", "company_name": "Monaco Asset Management SAM (CIK 0001803593)", "filing_date": "2026-08-07", "accession_number": "0001803593-26-000009"}

[13F-HR] CIK — KILEY JUERGENS WEALTH MANAGEMENT, LLC (CIK 0001723223) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001723223&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001723223", "ticker": "CIK", "company_name": "KILEY JUERGENS WEALTH MANAGEMENT, LLC (CIK 0001723223)", "filing_date": "2026-08-07", "accession_number": "0001986152-26-000113"}

[13F-HR] CIK — W.H. Cornerstone Investments Inc. (CIK 0001940823) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001940823&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001940823", "ticker": "CIK", "company_name": "W.H. Cornerstone Investments Inc. (CIK 0001940823)", "filing_date": "2026-08-07", "accession_number": "0002063364-26-000289"}

[13F-HR] CIK — Coyle Financial Counsel LLC (CIK 0001593038) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001593038&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001593038", "ticker": "CIK", "company_name": "Coyle Financial Counsel LLC (CIK 0001593038)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092442"}

[13F-HR] CIK — Inlet Private Wealth, LLC (CIK 0001759751) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001759751&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001759751", "ticker": "CIK", "company_name": "Inlet Private Wealth, LLC (CIK 0001759751)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003146"}

[13F-HR] CIK — K.J. Harrison & Partners Inc (CIK 0001418359) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001418359&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001418359", "ticker": "CIK", "company_name": "K.J. Harrison & Partners Inc (CIK 0001418359)", "filing_date": "2026-08-07", "accession_number": "0001418359-26-000003"}

[13F-HR] CIK — IDG China Venture Capital Fund IV Associates L.P. (CIK 0001609021) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001609021&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001609021", "ticker": "CIK", "company_name": "IDG China Venture Capital Fund IV Associates L.P. (CIK 0001609021)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092518"}

[13F-HR] CIK — True Light Capital Pte. Ltd. (CIK 0002107386) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002107386&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002107386", "ticker": "CIK", "company_name": "True Light Capital Pte. Ltd. (CIK 0002107386)", "filing_date": "2026-08-07", "accession_number": "0002107386-26-000010"}

[13F-HR] CIK — FengHe Fund Management Pte. Ltd. (CIK 0001660531) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001660531&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001660531", "ticker": "CIK", "company_name": "FengHe Fund Management Pte. Ltd. (CIK 0001660531)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003145"}

[13F-HR] CIK — Triune Financial Partners, LLC (CIK 0002040393) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002040393&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002040393", "ticker": "CIK", "company_name": "Triune Financial Partners, LLC (CIK 0002040393)", "filing_date": "2026-08-07", "accession_number": "0002040393-26-000003"}

[13F-HR] CIK — Prospect Financial Group LLC (CIK 0002021762) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002021762&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002021762", "ticker": "CIK", "company_name": "Prospect Financial Group LLC (CIK 0002021762)", "filing_date": "2026-08-07", "accession_number": "0002021762-26-000003"}

[13F-HR] CIK — HFG Advisors, Inc. (CIK 0001911087) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001911087&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001911087", "ticker": "CIK", "company_name": "HFG Advisors, Inc. (CIK 0001911087)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001156"}

[13F-HR] CIK — CANERECTOR INC (CIK 0001113234) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001113234&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001113234", "ticker": "CIK", "company_name": "CANERECTOR INC (CIK 0001113234)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000711"}

[13F-HR] CIK — MY Wealth Management Inc. (CIK 0001827845) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001827845&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001827845", "ticker": "CIK", "company_name": "MY Wealth Management Inc. (CIK 0001827845)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001174"}

[13F-HR] AFL — AFLAC INC (AFL) (CIK 0000004977) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000004977&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000004977", "ticker": "AFL", "company_name": "AFLAC INC (AFL) (CIK 0000004977)", "filing_date": "2026-08-07", "accession_number": "0001628280-26-054625"}

[13F-HR] CIK — FIRST NATIONAL BANK OF OMAHA (CIK 0000036644) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000036644&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000036644", "ticker": "CIK", "company_name": "FIRST NATIONAL BANK OF OMAHA (CIK 0000036644)", "filing_date": "2026-08-07", "accession_number": "0000036644-26-000005"}

[13F-HR] CIK — Board of the Pension Protection Fund (CIK 0002041021) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002041021&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002041021", "ticker": "CIK", "company_name": "Board of the Pension Protection Fund (CIK 0002041021)", "filing_date": "2026-08-07", "accession_number": "0002041021-26-000006"}

[13F-HR] CIK — Strategic Wealth Advisors LLC (CIK 0002107449) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002107449&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002107449", "ticker": "CIK", "company_name": "Strategic Wealth Advisors LLC (CIK 0002107449)", "filing_date": "2026-08-07", "accession_number": "0002107449-26-000003"}

[13F-HR] CIK — Summit Financial Consulting LLC (CIK 0002065794) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002065794&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002065794", "ticker": "CIK", "company_name": "Summit Financial Consulting LLC (CIK 0002065794)", "filing_date": "2026-08-07", "accession_number": "0002065794-26-000003"}

[13F-HR] CIK — VICTORY CAPITAL MANAGEMENT INC (CIK 0001040188) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001040188&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001040188", "ticker": "CIK", "company_name": "VICTORY CAPITAL MANAGEMENT INC (CIK 0001040188)", "filing_date": "2026-08-07", "accession_number": "0001040188-26-000040"}

[13F-HR] CIK — CYPRESS ASSET MANAGEMENT INC/TX (CIK 0001030618) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001030618&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001030618", "ticker": "CIK", "company_name": "CYPRESS ASSET MANAGEMENT INC/TX (CIK 0001030618)", "filing_date": "2026-08-07", "accession_number": "0001030618-26-000003"}

[13F-HR] CIK — Westwood Global Investments, LLC (CIK 0001356513) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001356513&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001356513", "ticker": "CIK", "company_name": "Westwood Global Investments, LLC (CIK 0001356513)", "filing_date": "2026-08-07", "accession_number": "0001356513-26-000004"}

[13F-HR] CIK — Ergawealth Advisors, Inc. (CIK 0001973209) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001973209&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001973209", "ticker": "CIK", "company_name": "Ergawealth Advisors, Inc. (CIK 0001973209)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001147"}

[13F-HR] CIK — International Private Wealth Advisors LLC (CIK 0002022637) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002022637&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002022637", "ticker": "CIK", "company_name": "International Private Wealth Advisors LLC (CIK 0002022637)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001161"}

[13F-HR] CIK — Redwood Financial Network Corp (CIK 0001927724) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001927724&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001927724", "ticker": "CIK", "company_name": "Redwood Financial Network Corp (CIK 0001927724)", "filing_date": "2026-08-07", "accession_number": "0001927724-26-000005"}

[13F-HR] CIK — Donoghue Forlines LLC (CIK 0001702435) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001702435&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001702435", "ticker": "CIK", "company_name": "Donoghue Forlines LLC (CIK 0001702435)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003152"}

[13F-HR] CIK — RETIREMENT PLANNING GROUP, LLC / NY (CIK 0002057004) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002057004&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002057004", "ticker": "CIK", "company_name": "RETIREMENT PLANNING GROUP, LLC / NY (CIK 0002057004)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001182"}

[13F-HR] CIK — Templeton & Phillips Capital Management, LLC (CIK 0001961304) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001961304&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001961304", "ticker": "CIK", "company_name": "Templeton & Phillips Capital Management, LLC (CIK 0001961304)", "filing_date": "2026-08-07", "accession_number": "0001398344-26-013793"}

[13F-HR] CIK — B & T Capital Management DBA Alpha Capital Management (CIK 0001450935) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001450935&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001450935", "ticker": "CIK", "company_name": "B & T Capital Management DBA Alpha Capital Management (CIK 0001450935)", "filing_date": "2026-08-07", "accession_number": "0001450935-26-000009"}

[13F-HR] CIK — ALPINE WOODS CAPITAL INVESTORS, LLC (CIK 0001226886) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001226886&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001226886", "ticker": "CIK", "company_name": "ALPINE WOODS CAPITAL INVESTORS, LLC (CIK 0001226886)", "filing_date": "2026-08-07", "accession_number": "0001226886-26-000004"}

[13F-HR] CIK — CENTERSQUARE INVESTMENT MANAGEMENT LLC (CIK 0001725296) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001725296&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001725296", "ticker": "CIK", "company_name": "CENTERSQUARE INVESTMENT MANAGEMENT LLC (CIK 0001725296)", "filing_date": "2026-08-07", "accession_number": "0001725296-26-000007"}

[13F-HR] CIK — STEEL PARTNERS HOLDINGS L.P. (CIK 0001452857) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001452857&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001452857", "ticker": "CIK", "company_name": "STEEL PARTNERS HOLDINGS L.P. (CIK 0001452857)", "filing_date": "2026-08-07", "accession_number": "0000921895-26-001996"}

[13F-HR] CIK — Rose Capital Advisors LLC (CIK 0002148496) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002148496&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002148496", "ticker": "CIK", "company_name": "Rose Capital Advisors LLC (CIK 0002148496)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003138"}

[13F-HR] CIK — Destiny Wealth Partners, LLC (CIK 0001844369) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001844369&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001844369", "ticker": "CIK", "company_name": "Destiny Wealth Partners, LLC (CIK 0001844369)", "filing_date": "2026-08-07", "accession_number": "0001844369-26-000005"}

[13F-HR] CIK — Creekmur Asset Management LLC (CIK 0002013091) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002013091&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002013091", "ticker": "CIK", "company_name": "Creekmur Asset Management LLC (CIK 0002013091)", "filing_date": "2026-08-07", "accession_number": "0002013091-26-000004"}

[13F-HR] CIK — KRM WEALTH MANAGEMENT L.L.C. (CIK 0002126518) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002126518&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002126518", "ticker": "CIK", "company_name": "KRM WEALTH MANAGEMENT L.L.C. (CIK 0002126518)", "filing_date": "2026-08-07", "accession_number": "0002126518-26-000004"}

[13F-HR] CIK — STAR Financial Bank (CIK 0001965329) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001965329&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001965329", "ticker": "CIK", "company_name": "STAR Financial Bank (CIK 0001965329)", "filing_date": "2026-08-07", "accession_number": "0001965329-26-000005"}

[13F-HR] CIK — PURSUE WEALTH PARTNERS LLC (CIK 0001911091) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001911091&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001911091", "ticker": "CIK", "company_name": "PURSUE WEALTH PARTNERS LLC (CIK 0001911091)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001186"}

[13F-HR] CIK — DENVER WEALTH MANAGEMENT, INC. (CIK 0001909800) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001909800&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001909800", "ticker": "CIK", "company_name": "DENVER WEALTH MANAGEMENT, INC. (CIK 0001909800)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001146"}

[13F-HR] CIK — AlphaQuest LLC (CIK 0001883897) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001883897&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001883897", "ticker": "CIK", "company_name": "AlphaQuest LLC (CIK 0001883897)", "filing_date": "2026-08-07", "accession_number": "0001140361-26-031815"}

[13F-HR] CIK — RNC CAPITAL MANAGEMENT LLC (CIK 0000051762) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000051762&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000051762", "ticker": "CIK", "company_name": "RNC CAPITAL MANAGEMENT LLC (CIK 0000051762)", "filing_date": "2026-08-07", "accession_number": "0000051762-26-000005"}

[13F-HR] CIK — Wealthfront Advisers LLC (CIK 0001763921) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001763921&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001763921", "ticker": "CIK", "company_name": "Wealthfront Advisers LLC (CIK 0001763921)", "filing_date": "2026-08-07", "accession_number": "0002085853-26-000956"}

[13F-HR] CIK — Palatine Hill Wealth Management, LLC (CIK 0002107248) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002107248&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002107248", "ticker": "CIK", "company_name": "Palatine Hill Wealth Management, LLC (CIK 0002107248)", "filing_date": "2026-08-07", "accession_number": "0002107248-26-000004"}

[13F-HR] CIK — Capital Today Evergreen Fund, L.P. (CIK 0001625502) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001625502&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001625502", "ticker": "CIK", "company_name": "Capital Today Evergreen Fund, L.P. (CIK 0001625502)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-340257"}

[13F-HR] CIK — Estate Counselors, LLC (CIK 0001559832) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001559832&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001559832", "ticker": "CIK", "company_name": "Estate Counselors, LLC (CIK 0001559832)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003139"}

[13F-HR] CIK — Lloyd Advisory Services, LLC. (CIK 0001802474) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001802474&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001802474", "ticker": "CIK", "company_name": "Lloyd Advisory Services, LLC. (CIK 0001802474)", "filing_date": "2026-08-07", "accession_number": "0001802474-26-000003"}

[13F-HR] CIK — Grantvest Financial Group LLC (CIK 0002055216) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002055216&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002055216", "ticker": "CIK", "company_name": "Grantvest Financial Group LLC (CIK 0002055216)", "filing_date": "2026-08-07", "accession_number": "0002055216-26-000003"}

[13F-HR] CIK — Tweedy, Browne Co LLC (CIK 0000732905) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000732905&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000732905", "ticker": "CIK", "company_name": "Tweedy, Browne Co LLC (CIK 0000732905)", "filing_date": "2026-08-07", "accession_number": "0001193125-26-340443"}

[13F-HR] GOOG — Alphabet Inc. (GOOG, GOOGL, GOOGM, GOOGN) (CIK 0001652044) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001652044&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001652044", "ticker": "GOOG", "company_name": "Alphabet Inc. (GOOG, GOOGL, GOOGM, GOOGN) (CIK 0001652044)", "filing_date": "2026-08-07", "accession_number": "0001652044-26-000073"}

[13F-HR] AXP — AMERICAN EXPRESS CO (AXP) (CIK 0000004962) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000004962&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0000004962", "ticker": "AXP", "company_name": "AMERICAN EXPRESS CO (AXP) (CIK 0000004962)", "filing_date": "2026-08-07", "accession_number": "0000004962-26-000333"}

[13F-HR] CIK — Unison Asset Management LLC (CIK 0001840755) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001840755&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001840755", "ticker": "CIK", "company_name": "Unison Asset Management LLC (CIK 0001840755)", "filing_date": "2026-08-07", "accession_number": "0001840755-26-000003"}

[13F-HR] CIK — EQUITY INVESTMENT CORP (CIK 0001685771) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001685771&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001685771", "ticker": "CIK", "company_name": "EQUITY INVESTMENT CORP (CIK 0001685771)", "filing_date": "2026-08-07", "accession_number": "0001685771-26-000006"}

[13F-HR] CIK — Objectivity Squared, LLC (CIK 0002011113) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011113&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002011113", "ticker": "CIK", "company_name": "Objectivity Squared, LLC (CIK 0002011113)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001194"}

[13F-HR] CIK — 53 HOUSE LLP (CIK 0001636974) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001636974&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001636974", "ticker": "CIK", "company_name": "53 HOUSE LLP (CIK 0001636974)", "filing_date": "2026-08-07", "accession_number": "0000902664-26-003343"}

[13F-HR] CIK — Pavaki Capital Management LLC (CIK 0002143027) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002143027&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002143027", "ticker": "CIK", "company_name": "Pavaki Capital Management LLC (CIK 0002143027)", "filing_date": "2026-08-07", "accession_number": "0002143027-26-000010"}

[13F-HR] CIK — NWM ADVISORS, LLC (CIK 0002098824) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002098824&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002098824", "ticker": "CIK", "company_name": "NWM ADVISORS, LLC (CIK 0002098824)", "filing_date": "2026-08-07", "accession_number": "0002098824-26-000003"}

[13F-HR] CIK — CYPRESS FUNDS LLC (CIK 0001081198) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001081198&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001081198", "ticker": "CIK", "company_name": "CYPRESS FUNDS LLC (CIK 0001081198)", "filing_date": "2026-08-07", "accession_number": "0001081198-26-000022"}

[13F-HR] CIK — Paladin Partners, LLC (CIK 0002141570) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002141570&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002141570", "ticker": "CIK", "company_name": "Paladin Partners, LLC (CIK 0002141570)", "filing_date": "2026-08-07", "accession_number": "0002141570-26-000005"}

[13F-HR] CIK — Rheos Capital Works Inc. (CIK 0001735445) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001735445&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001735445", "ticker": "CIK", "company_name": "Rheos Capital Works Inc. (CIK 0001735445)", "filing_date": "2026-08-07", "accession_number": "0001099910-26-000246"}

[13F-HR] CIK — May Hill Capital, LLC (CIK 0002056340) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002056340&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002056340", "ticker": "CIK", "company_name": "May Hill Capital, LLC (CIK 0002056340)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001169"}

[13F-HR] CIK — FORTRESS PRIVATE LEDGER, LLC (CIK 0001718251) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001718251&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001718251", "ticker": "CIK", "company_name": "FORTRESS PRIVATE LEDGER, LLC (CIK 0001718251)", "filing_date": "2026-08-07", "accession_number": "0001718251-26-000014"}

[13F-HR] CIK — IDG-Accel China Capital GP II Associates Ltd. (CIK 0001846013) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001846013&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001846013", "ticker": "CIK", "company_name": "IDG-Accel China Capital GP II Associates Ltd. (CIK 0001846013)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092534"}

[13F-HR] CIK — Signet Private Wealth LLC (CIK 0002096298) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002096298&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002096298", "ticker": "CIK", "company_name": "Signet Private Wealth LLC (CIK 0002096298)", "filing_date": "2026-08-07", "accession_number": "0002085853-26-000949"}

[13F-HR] CIK — Aegis Wealth Management LLC (CIK 0001628818) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001628818&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001628818", "ticker": "CIK", "company_name": "Aegis Wealth Management LLC (CIK 0001628818)", "filing_date": "2026-08-07", "accession_number": "0001628818-26-000004"}

[13F-HR] CIK — STAGE HARBOR FINANCIAL, LLC (CIK 0001934721) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001934721&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001934721", "ticker": "CIK", "company_name": "STAGE HARBOR FINANCIAL, LLC (CIK 0001934721)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001181"}

[13F-HR] CIK — Buckland Partners Management Co LLC (CIK 0002074628) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002074628&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002074628", "ticker": "CIK", "company_name": "Buckland Partners Management Co LLC (CIK 0002074628)", "filing_date": "2026-08-07", "accession_number": "0002074628-26-000003"}

[13F-HR] CIK — Harborfront Financial Group LLC (CIK 0002110061) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002110061&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002110061", "ticker": "CIK", "company_name": "Harborfront Financial Group LLC (CIK 0002110061)", "filing_date": "2026-08-07", "accession_number": "0001420506-26-001476"}

[13F-HR] CIK — Pinnacle Wealth Planning Services, Inc. (CIK 0001726752) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001726752&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001726752", "ticker": "CIK", "company_name": "Pinnacle Wealth Planning Services, Inc. (CIK 0001726752)", "filing_date": "2026-08-07", "accession_number": "0001726752-26-000004"}

[13F-HR] CIK — Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. (CIK 0002011081) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011081&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002011081", "ticker": "CIK", "company_name": "Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. (CIK 0002011081)", "filing_date": "2026-08-07", "accession_number": "0002011081-26-000007"}

[13F-HR] CIK — Corundum Group, Inc. (CIK 0001486083) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001486083&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001486083", "ticker": "CIK", "company_name": "Corundum Group, Inc. (CIK 0001486083)", "filing_date": "2026-08-07", "accession_number": "0001486083-26-000003"}

[13F-HR] CIK — Latigo Investments, LLC (CIK 0001914668) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001914668&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001914668", "ticker": "CIK", "company_name": "Latigo Investments, LLC (CIK 0001914668)", "filing_date": "2026-08-07", "accession_number": "0001754960-26-000694"}

[13F-HR] CIK — HARBOR CAPITAL ADVISORS, INC. (CIK 0001039128) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001039128&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001039128", "ticker": "CIK", "company_name": "HARBOR CAPITAL ADVISORS, INC. (CIK 0001039128)", "filing_date": "2026-08-07", "accession_number": "0001039128-26-000003"}

[13F-HR] CIK — Argyle Capital Partners, LLC (CIK 0002079995) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002079995&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002079995", "ticker": "CIK", "company_name": "Argyle Capital Partners, LLC (CIK 0002079995)", "filing_date": "2026-08-07", "accession_number": "0002079995-26-000003"}

[13F-HR] CIK — Gerber Kawasaki Wealth & Investment Management (CIK 0001666736) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001666736&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001666736", "ticker": "CIK", "company_name": "Gerber Kawasaki Wealth & Investment Management (CIK 0001666736)", "filing_date": "2026-08-07", "accession_number": "0001666736-26-000007"}

[13F-HR] CIK — PARAGON FINANCIAL PARTNERS, INC. (CIK 0001910845) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001910845&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001910845", "ticker": "CIK", "company_name": "PARAGON FINANCIAL PARTNERS, INC. (CIK 0001910845)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001191"}

[13F-HR] CIK — Disciplined Investments, LLC (CIK 0001812492) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001812492&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001812492", "ticker": "CIK", "company_name": "Disciplined Investments, LLC (CIK 0001812492)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001158"}

[13F-HR] CIK — Vantus Wealth LLC (CIK 0002109783) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002109783&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002109783", "ticker": "CIK", "company_name": "Vantus Wealth LLC (CIK 0002109783)", "filing_date": "2026-08-07", "accession_number": "0001986152-26-000109"}

[13F-HR] CIK — Fund Evaluation Group, LLC (CIK 0001356249) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001356249&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001356249", "ticker": "CIK", "company_name": "Fund Evaluation Group, LLC (CIK 0001356249)", "filing_date": "2026-08-07", "accession_number": "0001420506-26-001466"}

[13F-HR] CIK — Crestmont Private Wealth LLC (CIK 0001873372) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001873372&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001873372", "ticker": "CIK", "company_name": "Crestmont Private Wealth LLC (CIK 0001873372)", "filing_date": "2026-08-07", "accession_number": "0001986152-26-000111"}

[13F-HR] CIK — Harbour Wealth Management Group, Inc. (CIK 0002085855) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002085855&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002085855", "ticker": "CIK", "company_name": "Harbour Wealth Management Group, Inc. (CIK 0002085855)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001159"}

[13F-HR] CIK — Beaton Management Co. Inc. (CIK 0001714678) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001714678&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001714678", "ticker": "CIK", "company_name": "Beaton Management Co. Inc. (CIK 0001714678)", "filing_date": "2026-08-07", "accession_number": "0001714678-26-000003"}

[13F-HR] CIK — Millington Financial Advisors, LLC (CIK 0001924615) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001924615&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001924615", "ticker": "CIK", "company_name": "Millington Financial Advisors, LLC (CIK 0001924615)", "filing_date": "2026-08-07", "accession_number": "0001986152-26-000112"}

[13F-HR] CIK — Kapstone Financial Advisors LLC (CIK 0001966087) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001966087&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001966087", "ticker": "CIK", "company_name": "Kapstone Financial Advisors LLC (CIK 0001966087)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001162"}

[13F-HR] CIK — TRUST CO OF VERMONT (CIK 0001134008) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001134008&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001134008", "ticker": "CIK", "company_name": "TRUST CO OF VERMONT (CIK 0001134008)", "filing_date": "2026-08-07", "accession_number": "0001134008-26-000002"}

[13F-HR] CIK — IDG China Venture Capital Fund V Associates L.P. (CIK 0001709671) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709671&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001709671", "ticker": "CIK", "company_name": "IDG China Venture Capital Fund V Associates L.P. (CIK 0001709671)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092520"}

[13F-HR] CIK — Rayburn West Financial Services LLC (CIK 0002107467) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002107467&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002107467", "ticker": "CIK", "company_name": "Rayburn West Financial Services LLC (CIK 0002107467)", "filing_date": "2026-08-07", "accession_number": "0002107467-26-000003"}

[13F-HR] CIK — Western Pacific Wealth Management, LP (CIK 0001907320) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001907320&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001907320", "ticker": "CIK", "company_name": "Western Pacific Wealth Management, LP (CIK 0001907320)", "filing_date": "2026-08-07", "accession_number": "0001104659-26-092621"}

[13F-HR] CIK — GAINLINE FINANCIAL PARTNERS, LLC (CIK 0002149002) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002149002&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002149002", "ticker": "CIK", "company_name": "GAINLINE FINANCIAL PARTNERS, LLC (CIK 0002149002)", "filing_date": "2026-08-07", "accession_number": "0002149002-26-000001"}

[13F-HR] CIK — Westwood Wealth Management (CIK 0001861125) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001861125&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001861125", "ticker": "CIK", "company_name": "Westwood Wealth Management (CIK 0001861125)", "filing_date": "2026-08-07", "accession_number": "0001172661-26-003154"}

[13F-HR] CIK — Employees' Retirement Fund of the City of Fort Worth (CIK 0001986812) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001986812&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001986812", "ticker": "CIK", "company_name": "Employees' Retirement Fund of the City of Fort Worth (CIK 0001986812)", "filing_date": "2026-08-07", "accession_number": "0001986812-26-000004"}

[13F-HR] CIK — Black Cypress Capital Management, LLC (CIK 0002022614) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002022614&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002022614", "ticker": "CIK", "company_name": "Black Cypress Capital Management, LLC (CIK 0002022614)", "filing_date": "2026-08-07", "accession_number": "0002022614-26-000003"}

[13F-HR] CIK — Shah Wealth Advisors, LLC (CIK 0002149018) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002149018&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0002149018", "ticker": "CIK", "company_name": "Shah Wealth Advisors, LLC (CIK 0002149018)", "filing_date": "2026-08-07", "accession_number": "0001765380-26-000310"}

[13F-HR] CIK — Phillips Wealth Planners LLC (CIK 0001962628) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001962628&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001962628", "ticker": "CIK", "company_name": "Phillips Wealth Planners LLC (CIK 0001962628)", "filing_date": "2026-08-07", "accession_number": "0001951757-26-001185"}

[13F-HR] CIK — BOYD WATTERSON ASSET MANAGEMENT LLC/OH (CIK 0001121477) (2026-08-07)

Source: sec_edgar

Confidence: 0.9

Detected: 2026-08-10 06:06:36.979550+00:00

URL: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001121477&type=13F-HR

Summary: {"form_type": "13F-HR", "cik": "0001121477", "ticker": "CIK", "company_name": "BOYD WATTERSON ASSET MANAGEMENT LLC/OH (CIK 0001121477)", "filing_date": "2026-08-07", "accession_number": "0001121477-26-000005"}