Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 44,860 | $2,126,796 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 41 | $1,944 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 41 | $1,950 | None |
| MLG Wealth Management DBA Pine Grove Financial Group | 2025-12-31 | 2026-08-26 | 16,849 | $806,225 | None |
| Financial Avengers, Inc. | 2026-06-30 | 2026-08-20 | 818 | $38,797 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 5,570 | $264,082 | None |
| RESOLUTE WEALTH ADVISOR, INC. | 2026-06-30 | 2026-08-20 | 4,772 | $226,909 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 17,745 | $841,290 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 4,247,541 | $201,375,886 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 230,813 | $10,942,823 | None |
| Sanchez Levi Garrett | 2026-06-30 | 2026-08-18 | 8,904 | $422,150 | None |
| Balanced Rock Investment Advisors LLC | 2026-06-30 | 2026-08-18 | 53,828 | $2,551,966 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 44,880 | $2,127,744 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 9,040 | $428,608 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 78,512 | $3,719,942 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 111,410 | $5,281,933 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-15 | 542 | $25,772 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 1,861 | $88,230 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 728,269 | $34,527,106 | None |
| JPL Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 50 | $2,371 | None |
| MANNING & NAPIER ADVISORS LLC | 2026-06-30 | 2026-08-15 | 3,922 | $186,726 | None |
| Perennial Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,122 | $242,834 | None |
| Riverwater Partners LLC | 2026-06-30 | 2026-08-15 | 65,304 | $3,096,063 | None |
| Capital Asset Advisory Services LLC | 2026-06-30 | 2026-08-15 | 9,600 | $455,115 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 17,762 | $842,093 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 4,998 | $236,937 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 968 | $45,906 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 2,977 | $141,140 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 6,396 | $303,235 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 42,543 | $2,016,975 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 94,044 | $4,459,390 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 1,812,365 | $85,924,000 | None |
| Fort Point Capital Partners LLC | 2026-06-30 | 2026-08-15 | 42,730 | $2,025,850 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 87,443 | $4,145,663 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 7,084 | $335,861 | None |
| Global Endowment Management, LP | 2026-06-30 | 2026-08-15 | 93,604 | $4,438,000 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 4,963 | $235,296 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 274 | $12,990 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 121 | $5,737 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 14 | $664 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 226 | $10,715 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 289 | $13,701 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 66 | $3,129 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 148 | $7,017 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 301 | $14,271 | None |
| Destination Wealth Management | 2026-06-30 | 2026-08-15 | 482,719 | $22,885,725 | None |
| Rockbridge Investment Management, LCC | 2026-06-30 | 2026-08-15 | 12,822 | $607,892 | None |
| Davis Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 59,943 | $2,841,899 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 53,297 | $2,526,454 | None |
| Financial Engines Advisors L.L.C. | 2026-06-30 | 2026-08-15 | 239,778 | $11,367,879 | None |
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Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.