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Data sourced from SEC EDGAR 13F filings. Updated quarterly.

Disclaimer: FindataFox is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. FindataFox does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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Data Collection Status

SEC EDGAR 13F-HR filing collection pipeline. Updated daily.

Database Size159.5 GBedgar schema · all 13F data

Filing Activity

Daily 13F Submissions

Filing Deadline
Overdue
May 15, 2026
Current PeriodQ1 2026vs Q4 2025
13F Filings
8,940↓1.3%
prev 9,056
13F-HR Filings
8,791↓0.7%
prev 8,851
Holdings
3,352,316↓1.9%
prev 3,416,025
Total Value
$70.4T↓1.1%
prev $71.2T
Filings Companies
05-12 – 06-24(30d)
05001.0k1.5k2.0k05-1205-1805-2205-2906-0406-1006-1606-23
AugOctDecAprMayJun

Recent Filings

Filing date: 2026-06-24

8 filings
CIK
2021-12-31First Nebraska Trust Co0002134841$831.2M18413F-HR
2026-03-31Basecamp Wealth Advisors LLC0002115254$483.3M2,01513F-HR
2025-12-31Basecamp Wealth Advisors LLC0002115254$469.5M1,75213F-HR
2025-03-31Peak Planning Group, LLC0002097384$237.8M12213F-HR
2024-09-30Peak Planning Group, LLC0002097384$228.1M10813F-HR
2026-03-31Optimus Capital Advisors, LLC0002140431$169.1M3313F-HR
2025-06-30Peak Planning Group, LLC0002097384$156.3M9013F-HR
2026-03-31Redwood Investment Management, LLC0001717479$805K26513F/A