| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Cornerstone Planning | 1.00 | 29 Jan 25 | 31 Dec 24 | 1.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Comprehensive Financial Planning | 1.00 | 28 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Caitlin John | 1.00 | 27 Jan 25 | 31 Mar 24 | 1.00 | 0% | 31 Dec 23 |
|
13F-HR
|
Caitlin John | 1.00 | 27 Jan 25 | 30 Jun 24 | 1.00 | 0% | 31 Dec 23 |
|
13F-HR
|
Caitlin John | 1.00 | 27 Jan 25 | 31 Dec 24 | 1.00 | 0% | 30 Sep 24 |
|
13F-HR
|
CarsonAllaria Wealth Management | 1.00 | 27 Jan 25 | 31 Dec 24 | 1.00 | 0% | 30 Sep 24 |
|
13F-HR
|
GPS Wealth Strategies | 1.00 | 24 Jan 25 | 31 Dec 24 | 1.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Pacific Capital Wealth Advisors | 1.00 | 22 Jan 25 | 31 Dec 24 | 1.00 | 0% | 30 Sep 24 |
|
13F-HR
|
SJS Investment Consulting | 1.00 | 21 Jan 25 | 31 Dec 24 | 1.00 | 0% | 30 Sep 24 |
|
13F-HR/A
|
JPMorgan Chase & Co. | 2.00 | 26 Dec 24 | 30 Sep 24 | 1.00 | +100% | 30 Jun 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.
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