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.
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 273,512 | $3,727,963 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 13,951 | $221,543 | None |
| Principia Wealth Advisory, LLC | 2026-06-30 | 2026-08-27 | 444,974 | $7,065,871 | None |
| Principia Wealth Advisory, LLC | 2026-03-31 | 2026-08-27 | 154,003 | $2,668,506 | None |
| WEST MICHIGAN ADVISORS, LLC | 2026-06-30 | 2026-08-22 | 75,583 | $1,200,264 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 3,250 | $51,610 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 46,318 | $735,526 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 28,052 | $445,466 | None |
| Nest Investments, LLC | 2026-03-31 | 2026-08-19 | 43,954 | $761,291 | None |
| Nest Investments, LLC | 2026-03-31 | 2026-08-19 | 54,260 | $939,782 | None |
| Nest Investments, LLC | 2025-12-31 | 2026-08-19 | 44,072 | $583,960 | None |
| Nest Investments, LLC | 2025-12-31 | 2026-08-19 | 60,478 | $801,330 | None |
| 49 WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-08-19 | 263,704 | $4,187,612 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 74,003 | $1,175,174 | None |
| Coastal Bridge Advisors, LLC | 2026-06-30 | 2026-08-18 | 10,445 | $165,867 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 26,310 | $417,802 | None |
| Camarda Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 111,524 | $1,771,001 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 82,531 | $1,310,600 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 640,791 | $10,175,760 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 60,310 | $958,000 | None |
| EFG International AG | 2026-06-30 | 2026-08-15 | 730 | $11,592 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 209 | $3,319 | None |
| Blueprint Financial Advisors LLC | 2026-06-30 | 2026-08-15 | 32,629 | $518,149 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 182 | $2,890 | None |
| Perissos Private Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 192,247 | $3,052,882 | None |
| Marex Group Ltd | 2026-06-30 | 2026-08-15 | 48,456 | $769,481 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 22,464 | $356,732 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 4,565 | $72,493 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 431,741 | $6,856,053 | None |
| Kera Capital Partners, Inc. | 2026-06-30 | 2026-08-15 | 31,220 | $495,774 | None |
| Empire Financial Management Company, LLC | 2026-06-30 | 2026-08-15 | 13,426 | $213,204 | None |
| Lifeworks Advisors, LLC | 2026-06-30 | 2026-08-15 | 225,436 | $3,579,930 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 8,258 | $131,130 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 13,103 | $208,076 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 24,210 | $430,216 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 133,187 | $2,115,015 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 13,890 | $220,581 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 14,231 | $225,983 | None |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-06-30 | 2026-08-15 | 5,491,263 | $87,201,256 | None |
| Sixth Street Partners Management Company, L.P. | 2026-06-30 | 2026-08-15 | 5,491,263 | $87,201,256 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 339,510 | $5,391,422 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 39,682 | $630,150 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 149,856 | $2,379,712 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 98,232 | $1,559,925 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 3,838 | $60,947 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 494,909 | $7,859,159 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 630,821 | $10,017,736 | None |
| Prostatis Group LLC | 2026-06-30 | 2026-08-15 | 22,459 | $356,650 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 23,345 | $371,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 1,764,472 | $28,019,815 | 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.