| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Sigma Investment Counselors | 28.00 k | 3 Feb 25 | 31 Dec 24 | 30.00 k | -7% | 30 Sep 24 |
|
13F-HR
|
BFSG | 1.00 k | 31 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Activest Wealth Management | 1.00 k | 28 Jan 25 | 31 Dec 24 | 1.00 k | 0% | 30 Sep 24 |
|
13F-HR
|
Red Tortoise | 150.00 | 24 Jan 25 | 31 Dec 24 | 150.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Spire Wealth Management | 500.00 | 24 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
ARS Wealth Advisors | 10.00 k | 14 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR/A
|
JPMorgan Chase & Co. | 1.81 k | 26 Dec 24 | 30 Sep 24 | 231.00 | +685% | 30 Jun 24 |
|
13F-HR/A
|
JPMorgan Chase & Co. | 231.00 | 26 Dec 24 | 30 Jun 24 | 7.15 k | -97% | 31 Mar 24 |
|
13F-HR/A
|
JPMorgan Chase & Co. | 7.15 k | 26 Dec 24 | 31 Mar 24 | 237.00 | 31 Dec 23 | |
|
13F-HR/A
|
JPMorgan Chase & Co. | 237.00 | 26 Dec 24 | 31 Dec 23 | 1.20 k | -80% | 30 Sep 23 |
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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