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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| NWM ADVISORS, LLC | 2026-06-30 | 2026-08-29 | 31,150 | $3,723,048 | None |
| Provida Pension Fund Administrator | 2026-03-31 | 2026-08-29 | 575,670 | $401,656,472 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 19,510 | $10,581,888 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 817,622 | $97,722,467 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 66,148 | $7,905,981 | None |
| Redwood Investment Management, LLC | 2024-12-31 | 2026-08-28 | 2,201 | $1,369,000 | None |
| Redwood Investment Management, LLC | 2025-03-31 | 2026-08-28 | 2,204 | $1,196,000 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 25,539 | $3,052,441 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 3,119 | $2,176,019 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-27 | 2,158 | $257,930 | None |
| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 1,344 | $1,003,481 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 2,072 | $247,630 | None |
| Principia Wealth Advisory, LLC | 2026-06-30 | 2026-08-27 | 44 | $5,259 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 7,541 | $5,630,433 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 6,871 | $5,179,399 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 6,028 | $4,206,097 | None |
| Redwood Investment Management, LLC | 2025-06-30 | 2026-08-27 | 2,015 | $1,336,000 | None |
| Redwood Investment Management, LLC | 2025-09-30 | 2026-08-27 | 2,015 | $1,505,000 | None |
| Redwood Investment Management, LLC | 2025-12-31 | 2026-08-27 | 1,698 | $1,280,000 | None |
| Financial Insights, Inc. | 2026-06-30 | 2026-08-26 | 7,668 | $916,479 | None |
| TOBIAS FINANCIAL ADVISORS, INC. | 2026-06-30 | 2026-08-26 | 2,112 | $252,426 | None |
| Bernard Wealth Management Corp. | 2026-06-30 | 2026-08-22 | 24 | $2,869 | None |
| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 34 | $23,722 | None |
| ATX Financial Planning, LLC | 2026-06-30 | 2026-08-21 | 14,357 | $1,715,935 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 51,190 | $6,118,296 | None |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2026-06-30 | 2026-08-21 | 26,568 | $3,175,407 | None |
| GILL CAPITAL PARTNERS, LLC | 2026-06-30 | 2026-08-21 | 16,400 | $1,960,128 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 4,006 | $469,615 | None |
| Custos Family Office, LLC | 2026-06-30 | 2026-08-20 | 1,874 | $224,025 | None |
| Wilson & Boucher Capital Management, LLC | 2026-06-30 | 2026-08-20 | 11,000 | $1,314,720 | None |
| Financial Avengers, Inc. | 2026-06-30 | 2026-08-20 | 113 | $13,549 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 94,321 | $11,273,269 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 6,602 | $789,090 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 4,504 | $538,318 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 12,328 | $1,473,442 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 1,382,213 | $165,202,073 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 5,666 | $677,911 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 183,754 | $21,962,307 | None |
| Henson-Edgewater Management, LLC | 2026-06-30 | 2026-08-19 | 3,160 | $384,306 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 1,272 | $152,029 | None |
| Strait & Sound Wealth Management LLC | 2026-06-30 | 2026-08-19 | 6,565 | $784,674 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 14,893 | $1,780,044 | None |
| Unconventional Investor, LLC | 2026-06-30 | 2026-08-19 | 2,446 | $292,376 | None |
| TILIA FIDUCIARY PARTNERS, INC. | 2026-06-30 | 2026-08-19 | 3,710 | $443,419 | None |
| Twin Lakes Capital Management, LLC | 2026-06-30 | 2026-08-19 | 801 | $95,732 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 712 | $85,098 | None |
| RB Capital Management, LLC | 2026-06-30 | 2026-08-19 | 8,359 | $999,120 | None |
| Glenview Trust Co | 2026-06-30 | 2026-08-19 | 1,240 | $148,204 | None |
| Glenview Trust Co | 2026-06-30 | 2026-08-19 | 3,008 | $359,516 | None |
| NORTH STAR ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-19 | 9,801 | $1,171,362 | 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.