Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
Show the table · 0 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
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.
Show the table · 50 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 14,395 | $1,685,132 | None |
| Cornerstone Financial Management LLC | 2026-03-31 | 2026-08-29 | 13,468 | $1,224,821 | None |
| Cornerstone Financial Management LLC | 2025-12-31 | 2026-08-29 | 13,395 | $1,310,076 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 23,428 | $1,833,921 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 14,887 | $1,742,682 | None |
| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 21,872 | $2,175,170 | None |
| Financial Insights, Inc. | 2026-06-30 | 2026-08-26 | 19,500 | $2,282,677 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 742 | $86,809 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 80,355 | $9,406,350 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 91 | $10,510 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 176,794 | $20,695,529 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 172 | $20,134 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 1,578 | $184,721 | None |
| Legacy Edge Advisors, LLC | 2025-06-30 | 2026-08-18 | 21,056 | $1,978,211 | None |
| Legacy Edge Advisors, LLC | 2025-03-31 | 2026-08-18 | 20,203 | $1,581,489 | None |
| Legacy Edge Advisors, LLC | 2024-09-30 | 2026-08-18 | 17,165 | $1,418,344 | None |
| Legacy Edge Advisors, LLC | 2024-06-30 | 2026-08-18 | 17,152 | $1,392,056 | None |
| Legacy Edge Advisors, LLC | 2024-03-31 | 2026-08-18 | 19,640 | $1,498,139 | None |
| Legacy Edge Advisors, LLC | 2024-12-31 | 2026-08-18 | 13,516 | $1,169,539 | None |
| Legacy Edge Advisors, LLC | 2023-12-31 | 2026-08-18 | 23,012 | $1,598,644 | None |
| Caitlin John, LLC | 2026-06-30 | 2026-08-18 | 2 | $236 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 18,714 | $2,190,671 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 19,657 | $2,301,055 | None |
| Odyssey Group, LLC | 2026-06-30 | 2026-08-15 | 6,825 | $798,907 | None |
| Vantage Point Financial LLC | 2026-06-30 | 2026-08-15 | 2,740 | $320,744 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 2,364 | $276,730 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 2,526 | $295,694 | None |
| Riverwater Partners LLC | 2026-06-30 | 2026-08-15 | 2,212 | $258,937 | None |
| AIRE ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 2,016 | $235,993 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 1,810 | $214,223 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 1,284 | $150,325 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 70,682 | $8,273,956 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 12,337 | $1,444,202 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 1,546 | $180,987 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 2,463 | $288,278 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 31 | $3,629 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,300 | $152,126 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 58,235 | $6,818,794 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 2,020 | $236,000 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 4,060 | $475,264 | None |
| GTS SECURITIES LLC | 2026-06-30 | 2026-08-15 | 36,662 | $4,291,654 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 2,460 | $287,968 | None |
| ABOUND FINANCIAL, LLC | 2026-06-30 | 2026-08-15 | 6,312 | $738,898 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 1 | $117 | None |
| Davis Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 4,747 | $555,674 | None |
| RETIREMENT CAPITAL STRATEGIES | 2026-06-30 | 2026-08-15 | 2,951 | $345,444 | None |
| Thrivent Financial for Lutherans | 2026-06-30 | 2026-08-15 | 46,671 | $5,463,000 | None |
| Thrivent Financial for Lutherans | 2026-06-30 | 2026-08-15 | 8,897 | $1,041,000 | None |
| Thrivent Financial for Lutherans | 2026-06-30 | 2026-08-15 | 7,809 | $914,000 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 315,907 | $36,925,899 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
Show the table · 0 rows, 5 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
Bounded public source preview, up to 25 disclosed events.
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.