Disciplined Investments LLC Portfolio Activity Analysis: Q2 2026 ChangesInsiderSet·Aug 10, 2026DFLVDFAE
Rwa Wealth Partners Q2 Portfolio Activity: Major Buys & Notable Sells ObservedInsiderSet·Aug 10, 2026VTVVUG
Strata Wealth Advisors Q2 2026 Portfolio Activity: Focus on Growth ETFs and Selective Individual Stock PurchasesInsiderSet·Aug 9, 2026BRK-BVUG
Patten & Patten Inc/Tn Q2 Portfolio Shifts: Focus on ETF Buys and Tech SellsInsiderSet·Aug 7, 2026MSFTAAPL
Smithfield Trust Co Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Aug 7, 2026AAPLVOO
Cape Ann Savings Bank Q2 2026 Portfolio Activity: Focus on Technology, ETFs and Slight Share AdjustmentsInsiderSet·Aug 7, 2026AAPLIJH
Drum Hill Capital LLC Q2 2026 Portfolio Activity: Strategic Shifts in Energy and TechnologyInsiderSet·Aug 4, 2026NEMBWA
Warwick Investment Management Q3 2026 Portfolio Changes: Focus on Growth & TechInsiderSet·Aug 4, 2026VTVVUG
E&R Wealth Management Portfolio Concentration Analysis: Heavy Vanguard ExposureInsiderSet·Jul 30, 2026VTVVEA
Blueprint Investing Llc Portfolio Concentration Analysis for June 30, 2026InsiderSet·Jul 19, 2026VTIVCIT
Cypress Capital LLC Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 19, 2026SPYSGOV
Quattro Financial Advisors Llc: Significant ETF Purchases & Sales in Q2 2026InsiderSet·Jul 18, 2026MSFTSPY
Vertex Investment Solutions Increases Holdings in High-Yield Bonds and REITs Amid Quarter-End ActivityInsiderSet·Jul 18, 2026IGSBVNQ
Level Financial Advisors Portfolio Update: Q2 2026 Investment Activity AnalysisInsiderSet·Jul 17, 2026VOOVEA
Rockingstone Advisors Llc Q2 2026 Portfolio Activity: Major Buys and Sector ShiftsInsiderSet·Jul 16, 2026GOOGLNVDA
Arista Wealth Management Q2 2026 Investment Activity: Significant ETF Purchases and SalesInsiderSet·Jul 12, 2026VCITDFAI
CPA Asset Management Group Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 11, 2026DFACDFAE
Beacon Bank & Trust Q2 2026 Investment Activity: Significant Purchases and Sales ObservedInsiderSet·Jul 10, 2026AAPLSPY
Calder Financial Llc Portfolio Shifts: Significant ETF Purchases in Q2 2026InsiderSet·Jul 9, 2026VTIVTV
Arlington Trust Co Llc: Q2 2026 Portfolio Activity Reveals Significant Fixed Income Buys and ETF FlowsInsiderSet·Jul 9, 2026VTIVEA
Orser Capital Management Q2 2026: Focus on Technology and ETF Purchases, Reductions in SharesInsiderSet·Jul 9, 2026AAPLGOOGL