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13F Institutional Holdings Tracker

13F Institutional Holdings Tracker organizes records from EDGAR submissions, indexes, and filings into a static table for transparent comparison. It preserves official source links and dates, marks missing enrichment, and adds deterministic grouping, change, recency, trend, or significance fields only where the documented inputs support them, without recommendations or unsupported claims.

Records
40
Last changed
Update schedule
29 19 1 */3 * UTC
Coverage
08/27/2026–08/28/2026
Method
Methodology
RecordRecord DateVuga GroupChange StatusRecency DaysPublic Significance Score
13F-HR - Deeter Investments LLP (0001675711) (Filer)08/28/202613F-HRunchanged1.2298.781
13F-HR/A - Cornerstone Financial Management LLC (0002110329) (Filer)08/28/202613F-HRunchanged1.2698.742
13F-HR/A - Cornerstone Financial Management LLC (0002110329) (Filer)08/28/202613F-HRunchanged1.2798.731
13F-HR/A - Cornerstone Financial Management LLC (0002110329) (Filer)08/28/202613F-HRunchanged1.2898.723
13F-HR/A - NWM ADVISORS, LLC (0002098824) (Filer)08/28/202613F-HRunchanged1.398.696
13F-HR - B. Riley Wealth Advisors, Inc. (0001464811) (Filer)08/28/202613F-HRunchanged1.4298.582
13F-HR/A - Pandowealth. LLC (0002143045) (Filer)08/28/202613F-HRunchanged1.4298.579
13F-HR - First Nebraska Trust Co (0002134841) (Filer)08/28/202613F-HRunchanged1.4398.569
13F-HR - First Nebraska Trust Co (0002134841) (Filer)08/28/202613F-HRunchanged1.4498.564
13F-HR/A - Pandowealth. LLC (0002143045) (Filer)08/28/202613F-HRunchanged1.4298.58
13F-HR/A - PROVIDA PENSION FUND ADMINISTRATOR (0000931588) (Filer)08/27/202613F-HRunchanged2.1997.815
13F-HR - K5 Global Advisor LLC (0002151773) (Filer)08/27/202613F-HRunchanged2.2897.721
13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer)08/27/202613F-HRunchanged2.3297.679
13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer)08/27/202613F-HRunchanged2.3297.676
13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer)08/27/202613F-HRunchanged2.3497.657
13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer)08/27/202613F-HRunchanged2.3497.656
13F-HR/A - VELA Investment Management, LLC (0001895612) (Filer)08/27/202613F-HRunchanged2.3797.629
13F-HR/A - VELA Investment Management, LLC (0001895612) (Filer)08/27/202613F-HRunchanged2.3797.627
13F-HR/A - VELA Investment Management, LLC (0001895612) (Filer)08/27/202613F-HRunchanged2.3897.625
13F-HR/A - BOSTON RESEARCH & MANAGEMENT INC (0001259261) (Filer)08/27/202613F-HRunchanged2.4397.574
13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer)08/27/202613F-HRunchanged2.4397.573
13F-HR - First Nebraska Trust Co (0002134841) (Filer)08/27/202613F-HRunchanged2.4597.547
13F-HR - First Nebraska Trust Co (0002134841) (Filer)08/27/202613F-HRunchanged2.4697.539
13F-HR - TUCKER ASSET MANAGEMENT LLC (0001870012) (Filer)08/27/202613F-HRunchanged2.4797.528
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4897.518
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4897.518
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4897.517
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4897.517
13F-HR - TUCKER ASSET MANAGEMENT LLC (0001870012) (Filer)08/27/202613F-HRunchanged2.4897.517
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4897.516
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4897.516
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4997.515
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4897.515
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4997.514
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4997.514
13F-HR - Formuepleje A/S (0001801212) (Filer)08/27/202613F-HRunchanged2.4997.513
13F-HR/A - Corient Private Wealth LP (0001948780) (Filer)08/27/202613F-HRunchanged2.2797.73
13F-HR - OPTIMIZE FINANCIAL INC. (0002033266) (Filer)08/27/202613F-HRunchanged2.2897.72
13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer)08/27/202613F-HRunchanged2.3497.66
13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer)08/27/202613F-HRunchanged2.3497.66