| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR/A
|
Bordeaux Wealth Advisors | 41.46 k | 30 Jan 25 | 31 Dec 24 | 45.21 k | -8% | 30 Sep 24 |
|
13F-HR
|
Family CFO | 96.39 k | 30 Jan 25 | 31 Dec 24 | 93.25 k | +3% | 30 Sep 24 |
|
13F-HR
|
Nations Financial Group Inc, | 8.88 k | 30 Jan 25 | 31 Dec 24 | 21.25 k | -58% | 30 Sep 24 |
|
13F-HR
|
Bordeaux Wealth Advisors | 45.21 k | 30 Jan 25 | 31 Dec 24 | 45.21 k | 0% | 30 Sep 24 |
|
13F-HR
|
Quadrant Private Wealth Management | 2.79 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
BCK Partners | 504.48 k | 30 Jan 25 | 31 Dec 24 | 609.30 k | -17% | 30 Sep 24 |
|
13F-HR
|
Kanawha Capital Management | 3.27 k | 30 Jan 25 | 31 Dec 24 | 3.25 k | +1% | 30 Sep 24 |
|
13F-HR
|
Coho Partners | 3.88 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Chevy Chase Trust | 7.50 k | 30 Jan 25 | 31 Dec 24 | 7.50 k | 0% | 30 Sep 24 |
|
13F-HR
|
Valeo Financial Advisors | 1.25 mm | 30 Jan 25 | 31 Dec 24 | 1.42 mm | -12% | 30 Sep 24 |
This data is updated daily from 13F, 13D and 13G SEC filings.
Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.
We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.
