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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| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 12,658 | $449,249 | None |
| ROSS\JOHNSON & Associates LLC | 2026-06-30 | 2026-08-15 | 187 | $6,637 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 373,398 | $13,252,350 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 172 | $6,105 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 6,722 | $238,573 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 10,940 | $388,275 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 148,872 | $5,283,668 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 31,879 | $1,131,427 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 41,159 | $1,461,000 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 286 | $10,073 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 12,062 | $428,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 39,186 | $1,390,762 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 44 | $1,562 | None |
| COMPASS CAPITAL CORP /MA/ /ADV | 2026-06-30 | 2026-08-14 | 179,844 | $6,686,600 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1,376 | $48,836 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 9,460 | $335,748 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 1,601 | $56,822 | None |
| Accelerate Investment Advisors LLC | 2026-06-30 | 2026-08-13 | 10,907 | $387,104 | None |
| S&T Bank/PA | 2026-06-30 | 2026-08-13 | 10,866 | $385,648 | None |
| S&T Bank/PA | 2026-06-30 | 2026-08-13 | 575,588 | $20,428,366 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 153 | $5,430 | None |
| OneAscent Financial Services LLC | 2026-06-30 | 2026-08-12 | 37,920 | $1,345,830 | None |
| MONECO ADVISORS, LLC | 2026-06-30 | 2026-08-12 | 7,908 | $280,665 | None |
| Perigon Wealth Management, LLC | 2026-06-30 | 2026-08-08 | 71,643 | $2,542,703 | None |
| Pinnacle Wealth Planning Services, Inc. | 2026-06-30 | 2026-08-08 | 6,547 | $232,362 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 12,338 | $437,892 | None |
| Global Retirement Partners, LLC | 2026-06-30 | 2026-08-07 | 20,930 | $742,833 | None |
| Rossby Financial, LCC | 2026-06-30 | 2026-08-05 | 2,895 | $102,747 | None |
| Diversified Enterprises, LLC | 2026-06-30 | 2026-08-01 | 35,276 | $1,251,991 | None |
| Cambridge Investment Research Advisors, Inc. | 2026-06-30 | 2026-07-31 | 6,306 | $224,000 | None |
| ASSETMARK, INC | 2026-06-30 | 2026-07-31 | 78 | $2,768 | None |
| United Advisor Group, LLC | 2026-06-30 | 2026-07-30 | 23,020 | $817,010 | None |
| SUMMIT WEALTH GROUP LLC / CO | 2026-06-30 | 2026-07-29 | 2,672,072 | $94,835,299 | None |
| Whipplewood Advisors, LLC | 2026-06-30 | 2026-07-28 | 1,910 | $67,788 | None |
| Lynx Investment Advisory | 2026-06-30 | 2026-07-28 | 23,628 | $838,588 | None |
| Lynx Investment Advisory | 2026-06-30 | 2026-07-28 | 16,613 | $589,617 | None |
| 3EDGE Asset Management, LP | 2026-06-30 | 2026-07-28 | 560,531 | $19,893,974 | None |
| PETRA FINANCIAL ADVISORS INC | 2026-06-30 | 2026-07-25 | 63,466 | $2,252,491 | None |
| CORA CAPITAL ADVISORS LLC | 2026-06-30 | 2026-07-25 | 25,021 | $888,028 | None |
| Bright Futures Wealth Management, LLC. | 2026-06-30 | 2026-07-25 | 6,430 | $228,209 | None |
| Traynor Capital Management, Inc. | 2026-06-30 | 2026-07-23 | 7,789 | $276,442 | None |
| Stewardship Advisors, LLC | 2026-06-30 | 2026-07-21 | 20,446 | $725,655 | None |
| Merit Financial Group, LLC | 2026-06-30 | 2026-07-21 | 150,926 | $5,356,560 | None |
| Merit Financial Group, LLC | 2026-06-30 | 2026-07-18 | 150,926 | $5,356,560 | None |
| Apeiron RIA LLC | 2026-06-30 | 2026-07-17 | 15,573 | $790,674 | None |
| Patriot Financial Group Insurance Agency, LLC | 2026-06-30 | 2026-07-17 | 10,187 | $361,550 | None |
| LexAurum Advisors, LLC | 2026-06-30 | 2026-07-16 | 28,441 | $1,009,408 | None |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-06-30 | 2026-07-16 | 52,181 | $1,856,146 | 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.