| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Mattson Financial Services | 84.00 | 7 Mar 25 | 31 Dec 24 | 84.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Aegis Wealth Management | 2.15 k | 7 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Copia Wealth Management | 161.00 | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
TFR Capital | 1.35 k | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Castle Rock Wealth Management | 1.64 k | 5 Mar 25 | 31 Dec 24 | 1.79 k | -8% | 30 Sep 24 |
|
13F-HR/A
|
Pictet & Cie | 138.35 k | 5 Mar 25 | 31 Dec 24 | 120.51 k | +15% | 30 Sep 24 |
|
13F-HR
|
Birmingham Capital Management | 11.47 k | 4 Mar 25 | 31 Dec 24 | 11.72 k | -2% | 30 Sep 24 |
|
13F-HR
|
Dogwood Wealth Management | 0.00 | 4 Mar 25 | 30 Jun 24 | 0.00 | - | |
|
13F-HR/A
|
Brighton Jones | 16.84 k | 4 Mar 25 | 31 Dec 24 | 12.62 k | +33% | 30 Sep 24 |
|
13F-HR/A
|
Brighton Jones | 12.62 k | 4 Mar 25 | 30 Sep 24 | 13.24 k | -5% | 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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