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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| Arbor Wealth Management LLC\AZ | 2026-03-31 | 2026-09-01 | 8,717 | $1,710,280 | None |
| Arbor Wealth Management LLC\AZ | 2025-12-31 | 2026-09-01 | 8,433 | $1,610,603 | None |
| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 785 | $171,075 | None |
| Cornerstone Financial Management LLC | 2026-03-31 | 2026-08-29 | 785 | $154,017 | None |
| Cornerstone Financial Management LLC | 2025-12-31 | 2026-08-29 | 785 | $149,927 | None |
| Pandowealth. LLC | 2025-12-31 | 2026-08-29 | 1,118 | $213,511 | None |
| Pandowealth. LLC | 2026-03-31 | 2026-08-29 | 1,123 | $220,294 | None |
| Provida Pension Fund Administrator | 2026-03-31 | 2026-08-29 | 1,920,543 | $376,810,537 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 204,437 | $35,314,474 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 10,902 | $2,375,969 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 786,137 | $171,322,288 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 2,323 | $506,216 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 2,524 | $495,133 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-27 | 1,964 | $428,015 | None |
| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 99,340 | $18,525,917 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 4,468 | $973,824 | None |
| Schulz Wealth, LTD. | 2026-06-30 | 2026-08-27 | 1,398 | $304,605 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 90,171 | $16,815,938 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 183,226 | $34,994,418 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 139,684 | $27,405,957 | None |
| Financial Insights, Inc. | 2026-06-30 | 2026-08-26 | 2,505 | $545,915 | None |
| TOBIAS FINANCIAL ADVISORS, INC. | 2026-06-30 | 2026-08-26 | 19,650 | $4,282,230 | None |
| Serenity Investment Advisors | 2026-06-30 | 2026-08-25 | 13,016 | $2,930,999 | None |
| CARLSON FINANCIAL, INC. | 2026-06-30 | 2026-08-25 | 1,139 | $248,102 | None |
| CARLSON FINANCIAL, INC. | 2026-03-31 | 2026-08-25 | 1,159 | $227,470 | None |
| CARLSON FINANCIAL, INC. | 2025-12-31 | 2026-08-25 | 1,180 | $225,315 | None |
| Strategic Financial Services, Inc. | 2026-06-30 | 2026-08-25 | 1,581 | $344,547 | None |
| Bernard Wealth Management Corp. | 2026-06-30 | 2026-08-22 | 642 | $139,912 | None |
| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 632 | $123,969 | None |
| Forefront Wealth Partners, LLC | 2026-06-30 | 2026-08-21 | 1,284 | $279,888 | None |
| Pandowealth. LLC | 2026-06-30 | 2026-08-21 | 1,127 | $245,650 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 24,902 | $5,426,953 | None |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2026-06-30 | 2026-08-21 | 1,749 | $381,160 | None |
| GILL CAPITAL PARTNERS, LLC | 2026-06-30 | 2026-08-21 | 89,352 | $19,472,575 | None |
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 1,014 | $220,516 | None |
| Wilson & Boucher Capital Management, LLC | 2026-06-30 | 2026-08-20 | 20,491 | $4,465,539 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 113,253 | $24,681,184 | None |
| RESOLUTE WEALTH ADVISOR, INC. | 2026-06-30 | 2026-08-20 | 2,613 | $512,671 | None |
| Prosperitas Financial LLC | 2026-06-30 | 2026-08-20 | 41 | $8,935 | None |
| Prosperitas Financial LLC | 2026-06-30 | 2026-08-20 | 65,210 | $14,211,124 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 2,769 | $603,527 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 1,610 | $350,867 | None |
| Field & Main Bank | 2026-06-30 | 2026-08-20 | 98 | $21,357 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 581,774 | $126,786,061 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 1,508,278 | $328,698,991 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 5,143 | $1,120,814 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 1,341 | $292,186 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 207 | $45,164 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 31,143 | $6,787,054 | None |
| Unconventional Investor, LLC | 2026-06-30 | 2026-08-19 | 5,700 | $1,242,225 | 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.