Separate the three disclosure sources
Recent institutional filing receipts
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.
- Manager
- TUCKER ASSET MANAGEMENT LLC
- Report period
- 2026-06-30
- Available
- 2026-08-28
- Reported shares
- 11
- Value (USD)
- $634
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
13F 0001398344-26-015711Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read LCTD fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read LCTD fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
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
See the complete 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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| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 11 | $634 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 11 | $608 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 858 | $49,478 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 11,097 | $640,099 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 12,125 | $699,069 | None |
| EFG International AG | 2026-06-30 | 2026-08-15 | 197 | $11,358 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 281 | $16,186 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 139 | $8,014 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 242 | $13,953 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 362 | $20,861 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 12,224 | $705,324 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 4,939 | $284,767 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 9,902 | $570,901 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 4,350 | $250,808 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 37,556 | $2,165,000 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 5,702 | $328,759 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 3,614 | $208,372 | None |
| Davis Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 9,110 | $525,236 | None |
| Thrivent Financial for Lutherans | 2026-06-30 | 2026-08-15 | 24,223 | $1,394,000 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 36 | $2,054 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 34,998 | $2,017,898 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 62 | $4,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 34,230 | $1,974,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 1,121 | $65,000 | None |
| World Investment Advisors | 2026-06-30 | 2026-08-15 | 3,926 | $217,517 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 31,894 | $1,838,906 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 28,928 | $1,667,896 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 555 | $32,000 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 1 | $45 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 103 | $5,939 | None |
| Timbuktu Capital Management, LLC | 2026-06-30 | 2026-08-14 | 97 | $5,593 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 10,736 | $619,003 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 1,992 | $114,852 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 12,217 | $704,393 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 1,311 | $75,588 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 1,192 | $68,727 | None |
| Snowden Capital Advisors LLC | 2026-06-30 | 2026-08-14 | 4,456 | $256,919 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 167 | $9,629 | None |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-06-30 | 2026-08-14 | 6 | $346 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 8,250 | $475,672 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 56,446 | $3,254,478 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 955 | $55,073 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 25,357 | $1,461,987 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 1,356 | $78,183 | None |
| WealthShield Partners, LLC | 2026-06-30 | 2026-08-13 | 100 | $5,766 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 9,764 | $562,968 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 187 | $10,782 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 793 | $45,722 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 4,355 | $250,112 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 326,869 | $18,772,457 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
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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.