First Financial Bankshares Inc Portfolio Shifts in Q2 2026: Strategic Buys and Sells RevealedInsiderSet·4d agoMSFTAAPL
Little House Capital Llc Portfolio Shifts in Q3 2026: Focus on Technology and Real EstateInsiderSet·6d agoMSFTAAPL
Chandler Asset Management Inc Q2 Holdings Analysis: Strategic Shifts in Core ETFsInsiderSet·6d agoVEAIVV
Coyle Financial Counsel Llc Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·6d agoQQQVEA
Beaumont Financial Advisors Q2 2026: Major Purchases and Sales ObservedInsiderSet·Aug 9, 2026AAPLGOOGL
Mullooly Asset Management Inc Q3 2026 Portfolio Activity: Strategic Shifts and Key TransactionsInsiderSet·Aug 9, 2026VTIVEU
Mechanics Financial Corp Investment Activity Q2 2026: New Positions and Sales ObservedInsiderSet·Aug 9, 2026AAPLIEFA
Centerpoint Advisors LLC Activity Analysis Q1 2026: New Purchases & SalesInsiderSet·Aug 8, 2026IJRIVV
Cape Ann Savings Bank Q2 2026 Portfolio Activity: Focus on Technology, ETFs and Slight Share AdjustmentsInsiderSet·Aug 7, 2026AAPLIVV
Meridian Management Co Q3 2026 Investment Activity: Significant Purchases and Sales ObservedInsiderSet·Aug 6, 2026VEAIVV
Sws Partners Portfolio Shifts in Q2 2026: Focus on Energy and Consumer Cyclical with Major Healthcare ExitInsiderSet·Aug 5, 2026NVDAMU
Mtc Wealth Management Llc Q1 2026 Portfolio Activity: Significant Buys in VUG & BYLDInsiderSet·Aug 3, 2026SPYIEFA
Cahaba Wealth Management: Significant Purchases & Sales Observed for Q2 2026 PortfolioInsiderSet·Aug 3, 2026IXUSIJR
Arrow Financial Corp Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 3, 2026QQQIJR
Merkkuri Wealth Advisors Llc Portfolio Shifts in Q2 2026: Focus on ETF ActivityInsiderSet·Jul 29, 2026SCHDSPLG
Walkner Condon Financial Advisors Q2 2026 Portfolio Activity: Strategic Shifts and ConcentrationsInsiderSet·Jul 29, 2026IVVSPDW
Lgl Partners LLC Portfolio Adjustments in Q2 2026: Focus on ETF Sales and PurchasesInsiderSet·Jul 28, 2026SPYQQQ
Wilshire Advisors Llc Portfolio Analysis for Q2 2026: Major Holdings and Allocation InsightsInsiderSet·Jul 28, 2026IEFAIJR
Ckw Financial Group Q2 2026 Portfolio Activity: Significant US Tech Buys & ETF AdjustmentsInsiderSet·Jul 28, 2026IEFAIVV
Evermay Wealth Management Q2 2026 Portfolio Changes: Strategic Buys and SellsInsiderSet·Jul 28, 2026SPYVOO
Leonard Rickey Investment Advisors Q2 2026 Portfolio Activity: Major Purchases, Significant SalesInsiderSet·Jul 26, 2026SGOVVTI
Jnba Financial Advisors Q2 2026 Portfolio Activity: Significant Purchases & Sales ObservedInsiderSet·Jul 25, 2026SGOVIVV
Lee Financial Co Q2 2026 Portfolio Activity: Major Sales in Large-Cap ETFs, New Positions in Dimensional FundsInsiderSet·Jul 25, 2026BRK-BIVV
Old Second National Bank Of Aurora Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 22, 2026AAPLGOOGL
Sage Financial Group Q2 Portfolio Activity: Strategic Shifts and Significant Holdings ChangesInsiderSet·Jul 22, 2026VTVIJR
AA Financial Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 22, 2026DFACVB
Sterling Investment Counsel Portfolio Activity Detailed for 2026 Second QuarterInsiderSet·Jul 22, 2026AAPLQQQM
Cjm Wealth Advisers Q2 Portfolio Shift: Focus on Dividend & Tech, Minor Adjustments in IndicesInsiderSet·Jul 19, 2026QQQVTV
Ironwood Financial Investor Activity Analysis: Q2 2026 Portfolio ShiftsInsiderSet·Jul 19, 2026AAPLIJR
Citizens & Northern Corp Q2 2026 Portfolio Activity: Significant Wells Fargo Purchase, ETF FlowsInsiderSet·Jul 19, 2026NVDAVONG
Instrumental Wealth LLC Q2 2026 Portfolio Activity: Focus on New PositionsInsiderSet·Jul 18, 2026IEFARSP
Single Point Partners Q2 2026: Major Purchases in Vanguard ETFs and iShares Core FundsInsiderSet·Jul 18, 2026IEFAIJR
Blake Schutter Theil Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases ObservedInsiderSet·Jul 17, 2026SCHRVYM
Goelzer Investment Management Inc. Q2 2026 Portfolio Activity: Concentrated Buys in Technology & EnergyInsiderSet·Jul 17, 2026AAPLAVGO
Jeter Robert S II Q2 2026 Portfolio Activity: Focus on ETFs and Tech BuysInsiderSet·Jul 17, 2026IVVJPIE
Ritter Daniher Financial Advisory Llc/De Portfolio Shifts in Q2 2026: Focus on Growth and TechnologyInsiderSet·Jul 16, 2026IEFAIVV
Baybridge Capital Group Q3 Activity: Focus on Bonds, ETFs and Tech StocksInsiderSet·Jul 16, 2026VTIIWM
Mbl Wealth Llc Q2 2026 Portfolio Activity: Strategic ETF Purchases & SalesInsiderSet·Jul 16, 2026SPYIEMG
Neumann Capital Management Q2 2026: Strategic ETF Purchases and Minor AdjustmentsInsiderSet·Jul 15, 2026IJRVNQ
Friedenthal Financial Q1 2026 Portfolio Activity: Major Purchases & Sales ObservedInsiderSet·Jul 15, 2026ITOTSTIP
Lynch & Associates/In Portfolio Changes Q2 2026: Strategic Shifts in Tech and Mid-Cap FocusInsiderSet·Jul 15, 2026MSFTWMT
Silvia Mccoll Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts and New HoldingsInsiderSet·Jul 14, 2026AAPLCVX
Holland Advisory Services Inc Investment Activity Analysis: Q2 Changes DetailedInsiderSet·Jul 14, 2026AAPLVTI
RTD Financial Advisors Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 14, 2026IJRIVV
Lee-Kelleher Wealth Management: Concentrated S&P Holdings and Selective ETF Purchases in Q2 2026InsiderSet·Jul 13, 2026SPYIVV
Leverty Financial Group Q2 Activity: Significant Buys & ETF RealignmentInsiderSet·Jul 13, 2026IEFAIVV
Clarus Wealth Advisors Q2 2026 Portfolio Activity: Focus on Technology ETFsInsiderSet·Jul 13, 2026SPYMGK
Alliance Private Wealth Q2 2026 Portfolio Activity: Significant Buys & Sells ObservedInsiderSet·Jul 12, 2026VOIDEV
Vilga Financial Planning Llc Portfolio Update: Significant Changes in Q2 2026InsiderSet·Jul 12, 2026NVDAVEA
Sax Wealth Advisors Q2 2026 Portfolio Activity: Strategic Increases in Dimensional FundsInsiderSet·Jul 12, 2026DFACDFUS
Kopp Family Office LLC Investment Activity Analysis: Q2 Changes RevealedInsiderSet·Jul 11, 2026SPYVEA
Valeo Financial Advisors Portfolio Shifts in Q1 2026: Focus on Emerging Markets and TechnologyInsiderSet·Jul 10, 2026SPYIJR
Sandy Cove Advisors Q2 Portfolio Changes: Significant Buys and One Small SaleInsiderSet·Jul 9, 2026BRK-BVOO
Graves Light Lenhart Wealth Inc.: ETF Purchases & Stock Sales in Q2 2026InsiderSet·Jul 8, 2026BRK-BIEFA
Richard S. Fuld's Q1 Portfolio Highlights Significant Increases in IEFA and XETYX ETFsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld Portfolio Analysis: Concentration in ETFs and Fixed IncomeInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld's Top Holdings: Analysis of Matrix Private Capital Investments as of March 31, 2026InsiderSet·May 16, 2026VTVVUG
Matrix Capital's Richard Fuld Q1 2026 Portfolio Shifts: Focus on Growth and Income ETFsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld's Matrix Private Capital Portfolio Shows Significant Quarterly ShiftsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld's Top Holdings: Matrix Private Capital Investments AnalysisInsiderSet·May 16, 2026VTVVUG
Matrix Capital's Richard Fuld Q1 2026 Portfolio Shifts: Focus on Growth and Income ETFsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld March 2026 Portfolio Update: Matrix Private Capital HoldingsInsiderSet·May 16, 2026VTVVUG