Vermillion & White Wealth Management Q2 2026 Portfolio Changes: Focus on Core Fixed IncomeInsiderSet·Aug 21, 2026IVVPYLD
First Bancorp Inc Q2 2026 Portfolio Activity: Significant Mid-Cap & Small Cap ETF PurchasesInsiderSet·Aug 12, 2026VOVEA
Disciplined Investments LLC Portfolio Activity Analysis: Q2 2026 ChangesInsiderSet·Aug 10, 2026DFLVDFIV
Washington Trust Bank Portfolio Update: Key Purchases and Sales in Q2 2026InsiderSet·Aug 6, 2026MSFTAAPL
Demming Financial Services Corp Portfolio Activity: Q2 2026 Focus on Dimensional ETFsInsiderSet·Aug 3, 2026DFACDFAI
Monument Group Wealth Advisors Q2 2026 Portfolio Activity: Strategic Shifts in Core ETFsInsiderSet·Jul 29, 2026AAPLVTI
Keyes Wealth Management: Dimensional ETF Buys & New Stock Additions in Q2 2026InsiderSet·Jul 22, 2026DFAIBIV
North Capital Inc. Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 16, 2026AAPLSPY
CPA Asset Management Group Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 11, 2026DFACDFAI
Colorado Capital Management Inc.: Significant ETF Purchases in Q2 2026InsiderSet·Jul 10, 2026GOOGDFAI
Bannerman Wealth Management Group Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 10, 2026DFACAVLV
West Financial Advisors LLC Portfolio Analysis: Significant Changes in Q2 2026InsiderSet·Jul 10, 2026SPYVOO
Pioneer Wealth Management Group Q2 2026 Investment Activity: Focus on Dimensional & Vanguard ETFsInsiderSet·Jul 9, 2026VCITDFAI