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13F Instituciones y declarantes

Acceda a una base de datos completa de cada institución requerida para presentar un informe 13F con el SEC.

Filtrar declarantes

Todos los declarantes 13F

Declarante Valor (AUM) # Posiciones Informe Presentación
Heck Capital Advisors
0000001674186604.00000000 000214
Q2 2026
10/07/2026
Leverty Financial Group
0000000514143254.00000000 000049
Q2 2026
10/07/2026
Taylor & Morgan Wealth Management
0000000202852439.00000000 000089
Q2 2026
10/07/2026
Blom & Howell Financial Planning
0000000101848919.00000000 000061
Q1 2026
10/07/2026
Adirondack Capital Advisors
0000000186461172.00000000 000045
Q2 2026
10/07/2026
Form Wealth Advisors
0000000909310300.00000000 000061
Q2 2026
10/07/2026
Ramsey Quantitative Systems
0000000111593159.00000000 000060
Q2 2026
10/07/2026
Processus Wealth & Capital Management
0000000170584402.00000000 000037
Q2 2026
10/07/2026
Cabana
0000000013270068.00000000 000012
Q2 2026
10/07/2026
Uptown Financial Advisors
0000000151865115.00000000 000088
Q2 2026
10/07/2026
Hudson Value Partners
0000000398501590.00000000 000113
Q2 2026
10/07/2026
Trust Co
0000001108260887.00000000 000907
Q2 2026
10/07/2026
Whitener Capital Management
0000000472148460.00000000 000184
Q2 2026
10/07/2026
Partnership Wealth Management
0000000147947821.00000000 000067
Q2 2026
10/07/2026
Hrc Wealth Management
0000000244419638.00000000 000065
Q2 2026
10/07/2026
G&S Capital
0000000345200205.00000000 000155
Q2 2026
10/07/2026
Lederer & Associates Investment Counsel/Ca
0000000151917000.00000000 000084
Q2 2026
10/07/2026
Kentucky Trust Co
0000000207901441.00000000 000316
Q2 2026
10/07/2026
Torren Management
0000000196687338.00000000 000948
Q2 2026
10/07/2026
Nolet Wealth Management
0000000181123077.00000000 000112
Q2 2026
10/07/2026