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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| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 4,168 | $402,545 | None |
| Cornerstone Financial Management LLC | 2026-03-31 | 2026-08-29 | 4,168 | $377,329 | None |
| Cornerstone Financial Management LLC | 2025-12-31 | 2026-08-29 | 4,168 | $372,869 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 127,422 | $9,639,490 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 51,212 | $4,946,087 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 3,325,953 | $321,220,590 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 1,232 | $118,987 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 1,191 | $107,821 | None |
| BOSTON RESEARCH & MANAGEMENT INC | 2025-12-31 | 2026-08-28 | 69,782 | $6,242,669 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-27 | 4,760 | $459,721 | None |
| AFFINITY WEALTH LLC | 2025-12-31 | 2026-08-27 | 281 | $25,138 | None |
| Reflection Asset Management | 2026-03-31 | 2026-08-27 | 15,653 | $1,473,359 | None |
| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 919,478 | $80,279,624 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 3,430 | $331,316 | None |
| WILLIAM JOHN SEMPOLINSKI | 2026-03-31 | 2026-08-27 | 3,850 | $348,541 | None |
| WILLIAM JOHN SEMPOLINSKI | 2025-12-31 | 2026-08-27 | 2,300 | $205,758 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 5,247 | $458,130 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 5,836 | $522,062 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 3,731 | $337,741 | None |
| BOSTON RESEARCH & MANAGEMENT INC | 2026-03-31 | 2026-08-27 | 69,552 | $6,296,566 | None |
| MLG Wealth Management DBA Pine Grove Financial Group | 2025-12-31 | 2026-08-26 | 4,668 | $417,599 | None |
| TOBIAS FINANCIAL ADVISORS, INC. | 2026-06-30 | 2026-08-26 | 36,735 | $3,547,866 | None |
| Strategic Financial Services, Inc. | 2026-06-30 | 2026-08-25 | 10,131 | $978,419 | None |
| Envision Financial Transparency, LLC | 2026-06-30 | 2026-08-22 | 125,975 | $6,451,183 | None |
| Bernard Wealth Management Corp. | 2026-06-30 | 2026-08-22 | 72,162 | $6,969,406 | None |
| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 31,337 | $2,836,939 | None |
| WEST MICHIGAN ADVISORS, LLC | 2026-06-30 | 2026-08-22 | 9,507 | $918,213 | None |
| Forefront Wealth Partners, LLC | 2026-06-30 | 2026-08-21 | 38,264 | $3,695,552 | None |
| Layline Advisors, LLC | 2026-06-30 | 2026-08-21 | 20,126 | $1,943,796 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 1,027,001 | $99,247,072 | None |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2026-06-30 | 2026-08-21 | 4,972 | $480,196 | None |
| GILL CAPITAL PARTNERS, LLC | 2026-06-30 | 2026-08-21 | 1,703 | $164,470 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 208 | $19,985 | None |
| Custos Family Office, LLC | 2026-03-31 | 2026-08-20 | 92,970 | $8,416,595 | None |
| Custos Family Office, LLC | 2026-06-30 | 2026-08-20 | 95,412 | $9,214,855 | None |
| Wilson & Boucher Capital Management, LLC | 2026-06-30 | 2026-08-20 | 3,080 | $297,466 | None |
| Vermillion & White Wealth Management Group, LLC | 2026-06-30 | 2026-08-20 | 3,125 | $301,793 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 112,103 | $10,826,872 | None |
| RESOLUTE WEALTH ADVISOR, INC. | 2026-06-30 | 2026-08-20 | 7,528 | $681,510 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 6,958 | $672,004 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 9,450 | $912,681 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 60,634 | $5,856,028 | None |
| Field & Main Bank | 2026-06-30 | 2026-08-20 | 210 | $20,282 | None |
| Field & Main Bank | 2026-06-30 | 2026-08-20 | 173,868 | $16,792,171 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 4,450,490 | $429,828,335 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 13,648 | $1,364,599 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 987,420 | $95,365,031 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 4,344 | $419,544 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 29,359 | $2,835,493 | None |
| Capasso Planning Partners LLC | 2026-06-30 | 2026-08-19 | 5,149 | $497,291 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.