Real-time context
Recent institutional portfolio disclosures and position changes.
WASATCH ADVISORS LP, a registered investment adviser, reduced its position in UFP Technologies, Inc. (NASDAQ:UFPT) during Q3 2026, according to its most recent 13F filing with the…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Broadcom Inc. (NASDAQ:AVGO) during Q3 2026, according to its most recent 13F filing…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in IDEXX Laboratories, Inc. (NASDAQ:IDXX) during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Western Digital Corporation (NASDAQ:WDC) during Q3 2026, according to its…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Accenture plc (NYSE:ACN) during Q3 2026, according to its most recent 13F…
Read moreSAX WEALTH ADVISORS, LLC, a registered investment adviser, increased its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM) by 15.7% during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares Core S&P Small-Cap ETF (AMEX:IJR) during Q3 2026, according to its…
Read moreMcGlone Suttner Wealth Management, Inc., a registered investment adviser, initiated a new position in Dimensional U.S. Core Equity 2 ETF (AMEX:DFAC) during Q3 2026, according to…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in iShares 10-20 Year Treasury Bond ETF (AMEX:TLH) during Q3 2026, according to its most recent 13F…
Read moreWiser Wealth Management, Inc, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q3 2026, according to its most recent 13F filing…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in CSW Industrials, Inc. (NYSE:CSW) during Q3 2026, according to its most recent 13F filing with the…
Read moreConnecticut Wealth Management, LLC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q3 2026, according to…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in Repligen Corporation (NASDAQ:RGEN) during Q3 2026, according to its most recent 13F filing with the…
Read moreQuadratic Capital Management LLC, a registered investment adviser, reduced its position in Schwab U.S. TIPS ETF (AMEX:SCHP) during Q3 2026, according to its most recent 13F filing…
Read moreForvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Broad Market ETF (AMEX:SCHB) during Q3 2026, according to its most…
Read moreSIGNATURE ESTATE & INVESTMENT ADVISORS LLC, a registered investment adviser, increased its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 29.4% during Q3 2026, according to…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Fidelity Total Bond ETF (AMEX:FBND) during Q3 2026, according to its most recent 13F filing with…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, increased its position in Vanguard Tax-Exempt Bond Index Fund (AMEX:VTEB) by 21.4% during Q3 2026, according to its…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Dimensional International Small Cap Value ETF (BATS:DISV) during Q3 2026, according to its most…
Read moreSendero Wealth Management, LLC, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q3 2026, according to its most…
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