| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR/A
|
Bordeaux Wealth Advisors | 2.30 k | 30 Jan 25 | 31 Dec 24 | 2.31 k | 0% | 30 Sep 24 |
|
13F-HR
|
Family CFO | 20.00 | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Nations Financial Group Inc, | 14.00 k | 30 Jan 25 | 31 Dec 24 | 27.96 k | -50% | 30 Sep 24 |
|
13F-HR
|
Spinnaker Trust | 16.78 k | 30 Jan 25 | 31 Dec 24 | 15.51 k | +8% | 30 Sep 24 |
|
13F-HR
|
New Mexico Educational Retirement Board | 84.26 k | 30 Jan 25 | 31 Dec 24 | 86.36 k | -2% | 30 Sep 24 |
|
13F-HR
|
Bordeaux Wealth Advisors | 2.31 k | 30 Jan 25 | 31 Dec 24 | 2.31 k | 0% | 30 Sep 24 |
|
13F-HR
|
Quadrant Private Wealth Management | 20.13 k | 30 Jan 25 | 31 Dec 24 | 20.16 k | 0% | 30 Sep 24 |
|
13F-HR
|
Adell Harriman & Carpenter | 174.46 k | 30 Jan 25 | 31 Dec 24 | 171.74 k | +2% | 30 Sep 24 |
|
13F-HR
|
BCU Wealth Advisors | 4.94 k | 30 Jan 25 | 31 Dec 24 | 4.91 k | +1% | 30 Sep 24 |
|
13F-HR
|
New York State Teachers Retirement System | 1.60 mm | 30 Jan 25 | 31 Dec 24 | 1.67 mm | -4% | 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.
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