Sponsored
The Analysis of Estabrook Capital Management's Holdings & P&L
Currently, Estabrook Capital Management holds 380 types of securities in its portfolio with a total value $685.3M. In the most recent quarter, they have increased their positions in PFE (+52.4K shares, valued at $1.5M), T (+30.6K shares, valued at $886.1K), N/A (+5.5K shares, valued at $135.6K); decreased their positions in GLW (-25.8K shares, valued at $3.5M), MSFT (-1.2K shares, valued at $436.8K), N/A (-4.2K shares, valued at $367.8K); initiated new positions in N/A (+5.5K shares, valued at $135.6K), JPM-PL (+7.0K shares, valued at $133.8K), WFC-PZ (+6.0K shares, valued at $114.0K).
1M P&L
+22.0M+3.59%
3M P&L
+31.9M+5.28%
HY P&L
+76.8M+13.71%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Banks - Diversified84.9M
14.7%
2Software - Infrastructure74.0M
12.8%
3Consumer Electronics49.2M
8.5%
Top Industries by Stock Count
1N/A18 stocks
7.0%
2Drug Manufacturers - General11 stocks
4.3%
3Software - Application10 stocks
3.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
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Sponsored
Sponsored
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Sponsored
SOLSTICE ADVANCED MATLS INC CO SOLSTICE ADVANCED MATLS INC CO10.4K shares-25.48%2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CITIGROUP INC 6.25 DEP PFD I CITIGROUP INC 6.25 DEP PFD I5.5K sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
VERSANT MEDIA GROUP INC COM CL VERSANT MEDIA GROUP INC COM CL36 sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
MSFT
-0.78%MICROSOFT CORPORATION
Shares151.1K
Event2026-03-31
Filed2026-05-14
JPM
-0.48%J.P. MORGAN CHASE & CO
Shares162.3K
Event2026-03-31
Filed2026-05-14
AAPL
-0.78%APPLE COMPUTER INC
Shares179.6K
Event2026-03-31
Filed2026-05-14
COST
-0.27%COSTCO WHOLESALE CORP
Shares33.0K
Event2026-03-31
Filed2026-05-14
JNJ
-0.26%JOHNSON & JOHNSON
Shares89.9K
Event2026-03-31
Filed2026-05-14
ALPHABET CLASS A
-0.72%ALPHABET CLASS A
Shares69.0K
Event2026-03-31
Filed2026-05-14
CVX
-0.69%CHEVRON CORPORATION
Shares79.7K
Event2026-03-31
Filed2026-05-14
IBM
-1.92%INTERNATIONAL BUSINESS MACHINE
Shares66.9K
Event2026-03-31
Filed2026-05-14
HON
-0.15%HONEYWELL INTERNATIONAL INC.
Shares69.8K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
-0.17%CITIGROUP INC
Shares137.0K
Event2026-03-31
Filed2026-05-14
COP
-0.38%CONOCOPHILLIPS
Shares115.6K
Event2026-03-31
Filed2026-05-14
PNC
-0.26%PNC FINANCIAL GROUP
Shares71.4K
Event2026-03-31
Filed2026-05-14
UNP
-0.32%UNION PAC CORP
Shares58.0K
Event2026-03-31
Filed2026-05-14
BAC
0.01%BANK OF AMERICA
Shares286.9K
Event2026-03-31
Filed2026-05-14
CSCO
-1.99%CISCO SYS INC
Shares176.6K
Event2026-03-31
Filed2026-05-14
CB
-0.59%CHUBB LIMITED COM
Shares41.8K
Event2026-03-31
Filed2026-05-14
XOM
-0.26%EXXON MOBIL CORPORATION
Shares74.1K
Event2026-03-31
Filed2026-05-14
MERCK & COMPANY
0.05%MERCK & COMPANY
Shares98.2K
Event2026-03-31
Filed2026-05-14
WMB
-1.55%WILLIAMS CO
Shares159.0K
Event2026-03-31
Filed2026-05-14
GLW
-24.67%CORNING INC
Shares78.9K
Event2026-03-31
Filed2026-05-14
PFE
18.90%PFIZER INC
Shares329.8K
Event2026-03-31
Filed2026-05-14
WFC
-0.54%WELLS FARGO NEW
Shares115.4K
Event2026-03-31
Filed2026-05-14
WMT
-0.51%WAL MART STORES INC
Shares73.1K
Event2026-03-31
Filed2026-05-14
VZ
-0.24%VERIZON COMMUNICATIONS
Shares179.4K
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
-0.94%GE AEROSPACE
Shares31.7K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC SHS
-0.04%EATON CORP PLC SHS
Shares25.1K
Event2026-03-31
Filed2026-05-14
GEV
-1.16%GE VERNOVA LLC COM
Shares10.3K
Event2026-03-31
Filed2026-05-14
CANADIAN PACIFIC KANSAS CITY C
0.00%CANADIAN PACIFIC KANSAS CITY C
Shares95.8K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORPORATION COM NE
-0.17%DUKE ENERGY CORPORATION COM NE
Shares57.4K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
-4.79%MEDTRONIC PLC
Shares84.5K
Event2026-03-31
Filed2026-05-14
T
14.36%A T & T INC
Shares243.5K
Event2026-03-31
Filed2026-05-14
AMGN
-0.24%AMGEN INC
Shares18.8K
Event2026-03-31
Filed2026-05-14
AFL
-2.74%AFLAC INC
Shares58.5K
Event2026-03-31
Filed2026-05-14
NSC
-0.30%NORFOLK SOUTHN CORP
Shares21.4K
Event2026-03-31
Filed2026-05-14
NOC
0.00%NORTHROP GRUMMAN CORP
Shares8.8K
Event2026-03-31
Filed2026-05-14
AMZN
1.96%AMAZON COM INC
Shares28.9K
Event2026-03-31
Filed2026-05-14
BK
-1.36%BANK OF NEW YORK MELLON CORPOR
Shares48.8K
Event2026-03-31
Filed2026-05-14
HD
0.04%HOME DEPOT INC
Shares16.1K
Event2026-03-31
Filed2026-05-14
ALPHABET CLASS C
-0.16%ALPHABET CLASS C
Shares17.2K
Event2026-03-31
Filed2026-05-14
CTVA
-0.37%CORTEVA INC COM
Shares52.3K
Event2026-03-31
Filed2026-05-14
NEE
-0.71%NEXTERA ENERGY INC COM
Shares45.8K
Event2026-03-31
Filed2026-05-14
RTX
-0.28%RAYTHEON TECHNOLOGIES CORP COM
Shares21.5K
Event2026-03-31
Filed2026-05-14
DOV
0.04%DOVER CORP
Shares19.1K
Event2026-03-31
Filed2026-05-14
PG
0.32%PROCTER & GAMBLE CO
Shares27.2K
Event2026-03-31
Filed2026-05-14
PEP
0.19%PEPSICO INC
Shares23.4K
Event2026-03-31
Filed2026-05-14
RNR
-0.83%RENAISSANCERE HLDGS LTD ORD
Shares12.0K
Event2026-03-31
Filed2026-05-14
SLB
-0.14%SCHLUMBERGER
Shares68.7K
Event2026-03-31
Filed2026-05-14
LLY
0.16%LILLY ELI & CO
Shares3.8K
Event2026-03-31
Filed2026-05-14
USB
0.28%U S BANCORP
Shares65.7K
Event2026-03-31
Filed2026-05-14
MDLZ
-0.11%MONDELEZ INTL INC COM
Shares59.1K
Event2026-03-31
Filed2026-05-14
TXN
-1.71%TEXAS INSTRUMENTS INC
Shares16.7K
Event2026-03-31
Filed2026-05-14
NVDA
0.08%NVIDIA CORP COM
Shares17.8K
Event2026-03-31
Filed2026-05-14
ADI
0.10%ANALOG DEVICES INC
Shares9.1K
Event2026-03-31
Filed2026-05-14
NXPI
-0.11%NXP SEMICONDUCTORS N V COM
Shares14.2K
Event2026-03-31
Filed2026-05-14
ABBV
0.00%ABBVIE INC COM
Shares12.7K
Event2026-03-31
Filed2026-05-14
QCOM
0.00%QUALCOMM INC
Shares21.4K
Event2026-03-31
Filed2026-05-14
NVGS
0.00%NAVIGATOR HOLDINGS LTD SHS
Shares139.9K
Event2026-03-31
Filed2026-05-14
UNH
0.01%UNITEDHEALTH GROUP INC
Shares9.3K
Event2026-03-31
Filed2026-05-14
FRPH
-1.93%FRP HLDGS INC COM
Shares114.3K
Event2026-03-31
Filed2026-05-14
BNY MELLON INVT GRADE FDS INEQ
0.00%BNY MELLON INVT GRADE FDS INEQ
Shares63.8K
Event2026-03-31
Filed2026-05-14
BA
-0.08%BOEING CO
Shares11.1K
Event2026-03-31
Filed2026-05-14
SYK
0.11%STRYKER CORP
Shares6.6K
Event2026-03-31
Filed2026-05-14
KMI
-1.05%KINDER MORGAN INC DEL COM
Shares58.3K
Event2026-03-31
Filed2026-05-14
TGT
-6.75%TARGET CORP
Shares15.3K
Event2026-03-31
Filed2026-05-14
GEHC
3.61%GE HEALTHCARE TECHNOLOGIES ICO
Shares22.9K
Event2026-03-31
Filed2026-05-14
INTC
-17.90%INTEL CORPORATION
Shares36.9K
Event2026-03-31
Filed2026-05-14
ALL
0.00%ALLSTATE CORP
Shares7.8K
Event2026-03-31
Filed2026-05-14
NKE
-0.06%NIKE INC CLASS B
Shares28.1K
Event2026-03-31
Filed2026-05-14
VTRS
-0.65%VIATRIS INC COM
Shares95.3K
Event2026-03-31
Filed2026-05-14
V
2.04%VISA INC COM CL A
Shares4.3K
Event2026-03-31
Filed2026-05-14
CNI
0.00%CANADIAN NATL RY CO
Shares12.1K
Event2026-03-31
Filed2026-05-14
BLX
-0.05%BANCO LATINOAMER EXPORT S A CL
Shares22.2K
Event2026-03-31
Filed2026-05-14
DIS
1.32%DISNEY (WALT) PRODUCTIONS
Shares11.6K
Event2026-03-31
Filed2026-05-14
AME
0.00%AMETEK INC NEW
Shares5.2K
Event2026-03-31
Filed2026-05-14
META
8.84%META PLATFORMS, INC
Shares1.9K
Event2026-03-31
Filed2026-05-14
F
5.90%FORD MTR CO DEL PAR $0.01
Shares89.7K
Event2026-03-31
Filed2026-05-14
QNITY ELECTRONICS INC COMMON S
-13.74%QNITY ELECTRONICS INC COMMON S
Shares8.6K
Event2026-03-31
Filed2026-05-14
DE
0.00%DEERE & CO.
Shares1.7K
Event2026-03-31
Filed2026-05-14
HII
0.00%HUNTINGTON INGALLS INDS INC CO
Shares2.5K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL CL
0.32%BERKSHIRE HATHAWAY INC DEL CL
Shares1.9K
Event2026-03-31
Filed2026-05-14
ABT
-1.39%ABBOTT LABS
Shares8.7K
Event2026-03-31
Filed2026-05-14
DUPONT DE NEMOURS INC COM
-7.84%DUPONT DE NEMOURS INC COM
Shares19.1K
Event2026-03-31
Filed2026-05-14
TDW
0.00%TIDEWATER INC NEW COM
Shares9.8K
Event2026-03-31
Filed2026-05-14
BKR
0.00%BAKER HUGHES A GE CO CL A
Shares13.3K
Event2026-03-31
Filed2026-05-14
SOLSTICE ADVANCED MATLS INC CO
-25.48%SOLSTICE ADVANCED MATLS INC CO
Shares10.4K
Event2026-03-31
Filed2026-05-14
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares12.8K
Event2026-03-31
Filed2026-05-14
SHEL
0.00%SHELL PLC SPON ADS
Shares7.6K
Event2026-03-31
Filed2026-05-14
KO
0.00%COCA COLA CO
Shares8.9K
Event2026-03-31
Filed2026-05-14
HANCOCK JOHN FDS II MLTMGR 202
0.00%HANCOCK JOHN FDS II MLTMGR 202
Shares76.6K
Event2026-03-31
Filed2026-05-14
FIRST HORIZON NATL CORP DP SHS
0.00%FIRST HORIZON NATL CORP DP SHS
Shares25.4K
Event2026-03-31
Filed2026-05-14
BMY
-1.34%BRISTOL MYERS SQUIBB CO.
Shares9.6K
Event2026-03-31
Filed2026-05-14
MTB
0.00%M & T BK CORP
Shares2.7K
Event2026-03-31
Filed2026-05-14
PSX
0.47%PHILLIPS 66 COM
Shares3.0K
Event2026-03-31
Filed2026-05-14
IRM
0.00%IRON MTN INC NEW COM
Shares5.0K
Event2026-03-31
Filed2026-05-14
MU
0.00%MICRON TECHNOLOGY INC
Shares1.5K
Event2026-03-31
Filed2026-05-14
LINDE PLC SHS
1.50%LINDE PLC SHS
Shares948
Event2026-03-31
Filed2026-05-14
EPD
0.00%ENTERPRISE PRODS PARTNERS L CO
Shares12.4K
Event2026-03-31
Filed2026-05-14
OMC
0.00%OMNICOM GROUP
Shares5.9K
Event2026-03-31
Filed2026-05-14
FDX
-0.83%FEDEX CORP
Shares1.2K
Event2026-03-31
Filed2026-05-14
AMD
-0.25%ADVANCED MICRO DEVICES
Shares2.0K
Event2026-03-31
Filed2026-05-14
CSX
-0.53%CSX CORP
Shares9.5K
Event2026-03-31
Filed2026-05-14
LHX
0.00%L3 HARRIS TECHNOLOGIES INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-14
BIIB
0.00%BIOGEN, INC.
Shares2.0K
Event2026-03-31
Filed2026-05-14
GWW
-40.00%GRAINGER W W INC
Shares300
Event2026-03-31
Filed2026-05-14
EIX
-26.37%EDISON INTERNATIONAL
Shares4.2K
Event2026-03-31
Filed2026-05-14
IEX
0.00%IDEX CORP
Shares1.6K
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares1.4K
Event2026-03-31
Filed2026-05-14
MCD
1.48%MCDONALDS CORP
Shares957
Event2026-03-31
Filed2026-05-14
FNF
0.00%FIDELITY NATIONAL FINANCIAL FN
Shares6.3K
Event2026-03-31
Filed2026-05-14
T ROWE PRICE NEW HORIZON FD
0.00%T ROWE PRICE NEW HORIZON FD
Shares5.5K
Event2026-03-31
Filed2026-05-14
SCHW-PD
0.00%SCHWAB CHARLES CORP NEW DEP SH
Shares11.3K
Event2026-03-31
Filed2026-05-14
SCHWAB S&P 500 INDEX FD
0.00%SCHWAB S&P 500 INDEX FD
Shares14.6K
Event2026-03-31
Filed2026-05-14
ZBH
0.00%ZIMMER HLDGS INC
Shares2.7K
Event2026-03-31
Filed2026-05-14
BP
0.00%BP AMOCO ADS
Shares5.0K
Event2026-03-31
Filed2026-05-14
ORCL
0.83%ORACLE SYS CORP
Shares1.6K
Event2026-03-31
Filed2026-05-14
VMC
0.00%VULCAN MATERIALS CO
Shares787
Event2026-03-31
Filed2026-05-14
MFC
0.00%MANULIFE FINL CORP
Shares6.0K
Event2026-03-31
Filed2026-05-14
F-PB
-2.88%FORD MTR CO DEL 6.2 SR NT 59
Shares10.1K
Event2026-03-31
Filed2026-05-14
BAC-PM
125.00%BK OF AMERICA CORP 5.375 DP PF
Shares9.0K
Event2026-03-31
Filed2026-05-14
REGN
0.00%REGENERON PHARMACEUTICALS COM
Shares250
Event2026-03-31
Filed2026-05-14
PRICE T ROWE RETIREMENT FDS RE
0.00%PRICE T ROWE RETIREMENT FDS RE
Shares8.2K
Event2026-03-31
Filed2026-05-14
PPG
0.00%PPG INDS INC
Shares1.7K
Event2026-03-31
Filed2026-05-14
HP INC COM
0.00%HP INC COM
Shares9.4K
Event2026-03-31
Filed2026-05-14
BDX
0.88%BECTON DICKINSON & CO
Shares1.1K
Event2026-03-31
Filed2026-05-14
ITW
2.00%ILLINOIS TOOL WORKS INC
Shares663
Event2026-03-31
Filed2026-05-14
GILD
1.33%GILEAD SCIENCES INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS 500INDEX AD
0.00%VANGUARD INDEX FDS 500INDEX AD
Shares272
Event2026-03-31
Filed2026-05-14
TRV
0.00%TRAVELERS COMPANIES INC
Shares560
Event2026-03-31
Filed2026-05-14
DOW
-16.19%DOW INC COM
Shares3.9K
Event2026-03-31
Filed2026-05-14
GFI
-8.50%GOLD FIELDS LTD NEW SPONSORED
Shares3.5K
Event2026-03-31
Filed2026-05-14
NEM
-24.37%NEWMONT MNG CORP
Shares1.4K
Event2026-03-31
Filed2026-05-14
HPE
0.00%HEWLETT PACKARD ENTERPRISE CCO
Shares6.4K
Event2026-03-31
Filed2026-05-14
ROWE T PRICE INTL FDS INC INTL
0.00%ROWE T PRICE INTL FDS INC INTL
Shares7.4K
Event2026-03-31
Filed2026-05-14
STT
0.00%STATE STREET CORP
Shares1.2K
Event2026-03-31
Filed2026-05-14
ROK
0.00%ROCKWELL INTL CORP NEW
Shares400
Event2026-03-31
Filed2026-05-14
FIDELITY CONCORD STR TR 500 ID
16.92%FIDELITY CONCORD STR TR 500 ID
Shares615
Event2026-03-31
Filed2026-05-14
FIDELITY PURITAN TR VALU DISCO
0.00%FIDELITY PURITAN TR VALU DISCO
Shares3.5K
Event2026-03-31
Filed2026-05-14
STIFEL FINL CORP 6.25 DPSHS PF
-5.65%STIFEL FINL CORP 6.25 DPSHS PF
Shares5.8K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC 6.25 DEP PFD I
NewCITIGROUP INC 6.25 DEP PFD I
Shares5.5K
Event2026-03-31
Filed2026-05-14
JPM-PL
NewJPMORGAN CHASE & CO 4.625 DEP
Shares7.0K
Event2026-03-31
Filed2026-05-14
MMM
0.00%3M COMPANY COM
Shares911
Event2026-03-31
Filed2026-05-14
JPM-PC
0.00%JPMORGAN CHASE & CO 6 DEP NCM
Shares5.3K
Event2026-03-31
Filed2026-05-14
TXT
0.00%TEXTRON INC
Shares1.5K
Event2026-03-31
Filed2026-05-14
WFC-PZ
NewWELLS FARGO CO NEW DP PF CL A
Shares6.0K
Event2026-03-31
Filed2026-05-14
XLU
0.70%SECTOR SPDR TR SBI INT-UTILS
Shares2.4K
Event2026-03-31
Filed2026-05-14
TSCO
0.00%TRACTOR SUPPLY CO COM
Shares2.4K
Event2026-03-31
Filed2026-05-14
NESTLE ADR
0.00%NESTLE ADR
Shares1.1K
Event2026-03-31
Filed2026-05-14
LOW
0.00%LOWES CO
Shares435
Event2026-03-31
Filed2026-05-14
NTIC
0.00%NORTHERN TECH INTL CORP
Shares12.2K
Event2026-03-31
Filed2026-05-14
WM
1.39%WASTE MANAGEMENT INC
Shares437
Event2026-03-31
Filed2026-05-14
DVA
0.00%DAVITA INC COM
Shares650
Event2026-03-31
Filed2026-05-14
TJX
2.63%TJX COS INC NEW
Shares624
Event2026-03-31
Filed2026-05-14
GENERAL DYNAMICS CORP
3.68%GENERAL DYNAMICS CORP
Shares282
Event2026-03-31
Filed2026-05-14
F-PC
66.67%FORD MTR CO DEL CAL NT 59
Shares5.0K
Event2026-03-31
Filed2026-05-14
ETR
0.00%ENTERGY CORP NEW
Shares830
Event2026-03-31
Filed2026-05-14
FDS
0.00%FACTSET RESH SYS INC COM
Shares425
Event2026-03-31
Filed2026-05-14
TNK
0.00%TEEKAY TANKERS LTD CL A
Shares1.2K
Event2026-03-31
Filed2026-05-14
KMB
0.55%KIMBERLY CLARK CORP
Shares908
Event2026-03-31
Filed2026-05-14
FIDELITY SECS FD GRWTH & INCM
0.00%FIDELITY SECS FD GRWTH & INCM
Shares1.3K
Event2026-03-31
Filed2026-05-14
ET
0.00%ENERGY TRANSFER EQUITY L P COM
Shares4.5K
Event2026-03-31
Filed2026-05-14
QIAGEN NV ORD SHARES
NewQIAGEN NV ORD SHARES
Shares2.1K
Event2026-03-31
Filed2026-05-14
GRMN
0.00%GARMIN LTD SHS
Shares348
Event2026-03-31
Filed2026-05-14
BNY MELLON INVT GRADE FDS ININ
1.36%BNY MELLON INVT GRADE FDS ININ
Shares2.5K
Event2026-03-31
Filed2026-05-14
GSK PLC SPONSORED ADR
0.00%GSK PLC SPONSORED ADR
Shares1.4K
Event2026-03-31
Filed2026-05-14
T-PA
0.00%AT&T INC 5 DEP RP PFD A
Shares4.0K
Event2026-03-31
Filed2026-05-14
MA
2.61%MASTERCARD INC CL A
Shares157
Event2026-03-31
Filed2026-05-14
INVESTMENT CO AMER CL F-2 SHS
0.30%INVESTMENT CO AMER CL F-2 SHS
Shares1.3K
Event2026-03-31
Filed2026-05-14
BROADCOM INC COM
1.20%BROADCOM INC COM
Shares253
Event2026-03-31
Filed2026-05-14
BEAVER COAL CO, LTD PRTNSH
0.00%BEAVER COAL CO, LTD PRTNSH
Shares35
Event2026-03-31
Filed2026-05-14
PRU
34.87%PRUDENTIAL FINL INC COM
Shares789
Event2026-03-31
Filed2026-05-14
ENB
0.00%ENBRIDGE INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-14
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares982
Event2026-03-31
Filed2026-05-14
INVESTMENT CO. OF AMERICA
0.24%INVESTMENT CO. OF AMERICA
Shares1.2K
Event2026-03-31
Filed2026-05-14
CIGNA CORP NEW
-43.76%CIGNA CORP NEW
Shares266
Event2026-03-31
Filed2026-05-14
HANCOCK JOHN INVT TR II REGL B
0.25%HANCOCK JOHN INVT TR II REGL B
Shares2.4K
Event2026-03-31
Filed2026-05-14
VANGUARD TAX MANAGED INTL FDDE
0.00%VANGUARD TAX MANAGED INTL FDDE
Shares3.3K
Event2026-03-31
Filed2026-05-14
AMP
0.00%AMERIPRISE FINL INC COM
Shares150
Event2026-03-31
Filed2026-05-14
OKE
0.00%ONEOK INC NEW
Shares732
Event2026-03-31
Filed2026-05-14
KLAC
0.00%KLA INSTRS CORP
Shares44
Event2026-03-31
Filed2026-05-14
CRM
0.00%SALESFORCE COM INC COM
Shares331
Event2026-03-31
Filed2026-05-14
TSLA
0.00%TESLA MTRS INC COM
Shares165
Event2026-03-31
Filed2026-05-14
EA
0.00%ELECTRONIC ARTS INC
Shares300
Event2026-03-31
Filed2026-05-14
FANG
0.00%DIAMONDBACK ENERGY INC COM
Shares300
Event2026-03-31
Filed2026-05-14
VICTORY PORTFOLIOS IV PIONEER
0.00%VICTORY PORTFOLIOS IV PIONEER
Shares1.2K
Event2026-03-31
Filed2026-05-14
HUM
0.00%HUMANA INC
Shares335
Event2026-03-31
Filed2026-05-14
MKSI
0.00%MKS INSTRS INC
Shares250
Event2026-03-31
Filed2026-05-14
AMERISOURCEBERGEN CORP COM
0.00%AMERISOURCEBERGEN CORP COM
Shares180
Event2026-03-31
Filed2026-05-14
BNY MELLON MUN FDS INC HGH YLD
0.00%BNY MELLON MUN FDS INC HGH YLD
Shares10.0K
Event2026-03-31
Filed2026-05-14
PPL
0.00%PPL CORP
Shares1.4K
Event2026-03-31
Filed2026-05-14
COIN
0.00%COINBASE GLOBAL INC COM CL A
Shares303
Event2026-03-31
Filed2026-05-14
NVR
0.00%NVR INC
Shares8
Event2026-03-31
Filed2026-05-14
SHW
4.00%SHERWIN WILLIAMS CO
Shares156
Event2026-03-31
Filed2026-05-14
SEAGATE TECHNOLOGY HLDNGS PLC
0.00%SEAGATE TECHNOLOGY HLDNGS PLC
Shares127
Event2026-03-31
Filed2026-05-14
BAC-PK
0.00%BANK AMER CORP 5.875 NCM PFD
Shares2.0K
Event2026-03-31
Filed2026-05-14
SCHW
30.38%SCHWAB CHARLES CORP NEW
Shares515
Event2026-03-31
Filed2026-05-14
MLM
0.00%MARTIN MARIETTA MTLS INC
Shares82
Event2026-03-31
Filed2026-05-14
WFC-PY
NewWELLS FARGO CO NEW NON CUM PFD
Shares2.0K
Event2026-03-31
Filed2026-05-14
ASTRAZENECA PLC ORD
NewASTRAZENECA PLC ORD
Shares237
Event2026-03-31
Filed2026-05-14
TM
0.00%TOYOTA MTR CORP ADR 1 SH
Shares220
Event2026-03-31
Filed2026-05-14
BNTX
0.00%BIONTECH SE SPONSORED ADS
Shares500
Event2026-03-31
Filed2026-05-14
WAT
NewWATERS CORP COM
Shares147
Event2026-03-31
Filed2026-05-14
DHR
2.22%DANAHER CORP SHS BEN INT
Shares230
Event2026-03-31
Filed2026-05-14
MET
0.66%METLIFE INC
Shares606
Event2026-03-31
Filed2026-05-14
XLB
128.89%SELECT SECTOR SPDR TR SBI MATE
Shares824
Event2026-03-31
Filed2026-05-14
BMEZ
2.27%BLACKROCK HEALTH SCIENCES TECO
Shares2.8K
Event2026-03-31
Filed2026-05-14
DODGE & COX FDS INTL STK FD
0.00%DODGE & COX FDS INTL STK FD
Shares2.3K
Event2026-03-31
Filed2026-05-14
NFLX
0.00%NETFLIX COM INC COM
Shares380
Event2026-03-31
Filed2026-05-14
HTGC
2.34%HERCULES CAPITAL INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-14
SON
0.00%SONOCO PRODUCTS
Shares653
Event2026-03-31
Filed2026-05-14
NWN
89.06%NORTHWEST NAT HLDG CO COM
Shares622
Event2026-03-31
Filed2026-05-14
PM
0.00%PHILIP MORRIS INTL INC COM
Shares192
Event2026-03-31
Filed2026-05-14
TWLO
0.00%TWILIO INC CL A
Shares250
Event2026-03-31
Filed2026-05-14
LMND
0.00%LEMONADE INC COM
Shares500
Event2026-03-31
Filed2026-05-14
SCHWAB SMALL CAP INDEX FUND
0.00%SCHWAB SMALL CAP INDEX FUND
Shares780
Event2026-03-31
Filed2026-05-14
PIMCO FDS INCOME FD CL A
0.00%PIMCO FDS INCOME FD CL A
Shares2.9K
Event2026-03-31
Filed2026-05-14
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares69
Event2026-03-31
Filed2026-05-14
NFG
-13.33%NATIONAL FUEL GAS CO N J
Shares325
Event2026-03-31
Filed2026-05-14
PEG
0.00%PUBLIC SVC ENTERPRISES
Shares373
Event2026-03-31
Filed2026-05-14
ARCC
0.00%ARES CAP CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-14
SHOP
0.00%SHOPIFY INC CL A
Shares250
Event2026-03-31
Filed2026-05-14
HTO
139.71%SJW GROUP COM
Shares501
Event2026-03-31
Filed2026-05-14
POR
103.28%PORTLAND GEN ELEC CO COM NEW
Shares557
Event2026-03-31
Filed2026-05-14
C-PN
0.00%CITIGROUP CAPITAL 7.875 XIII
Shares1.0K
Event2026-03-31
Filed2026-05-14
CMCSA
0.00%COMCAST CORP NEW COM CL A
Shares961
Event2026-03-31
Filed2026-05-14
DEUTSCHE INVT TR CROCI US FD S
0.00%DEUTSCHE INVT TR CROCI US FD S
Shares1.9K
Event2026-03-31
Filed2026-05-14
PNW
0.00%PINNACLE WEST CAP CORP
Shares270
Event2026-03-31
Filed2026-05-14
SNY
0.00%SANOFI-AVENTIS ADR
Shares562
Event2026-03-31
Filed2026-05-14
NEW PERSPECTIVE FD INC SHS CL
0.00%NEW PERSPECTIVE FD INC SHS CL
Shares398
Event2026-03-31
Filed2026-05-14
ADP
4.00%AUTOMATIC DATA PROCESSING
Shares130
Event2026-03-31
Filed2026-05-14
MS-PA
0.00%MORGAN STANLEY PFD A 1/1000
Shares1.4K
Event2026-03-31
Filed2026-05-14
ROWE T PRICE U S TREAS FDS IUS
0.57%ROWE T PRICE U S TREAS FDS IUS
Shares25.2K
Event2026-03-31
Filed2026-05-14
BARRICK MNG CORP COM SHS
-25.00%BARRICK MNG CORP COM SHS
Shares600
Event2026-03-31
Filed2026-05-14
TECK
-17.09%TECK COMINCO LTD CL B
Shares456
Event2026-03-31
Filed2026-05-14
AXP
8.45%AMERICAN EXPRESS COMPANY
Shares77
Event2026-03-31
Filed2026-05-14
SOLV
65.89%SOLVENTUM CORP COM SHS
Shares355
Event2026-03-31
Filed2026-05-14
HSY
9.00%HERSHEY FOODS CORP
Shares109
Event2026-03-31
Filed2026-05-14
MO
29.55%ALTRIA GROUP INC COM
Shares342
Event2026-03-31
Filed2026-05-14
ALGER FDS II ALGER SPCTRA I
0.00%ALGER FDS II ALGER SPCTRA I
Shares700
Event2026-03-31
Filed2026-05-14
NTR
-56.92%NUTRIEN LTD COM
Shares280
Event2026-03-31
Filed2026-05-14
CLX
8.65%CLOROX CO
Shares201
Event2026-03-31
Filed2026-05-14
WY
0.00%WEYERHAEUSER CO
Shares850
Event2026-03-31
Filed2026-05-14
VANGUARD BD INDEX FDS S-T BDIN
0.00%VANGUARD BD INDEX FDS S-T BDIN
Shares2.0K
Event2026-03-31
Filed2026-05-14
GS-PC
0.00%GOLDMAN SACHS GROUP INC PFD 1/
Shares1.0K
Event2026-03-31
Filed2026-05-14
IDGT
NewISHARES TR GLDM SCHS NETW
Shares200
Event2026-03-31
Filed2026-05-14
FG
-0.65%F&G ANNUITIES & LIFE INC COMMO
Shares769
Event2026-03-31
Filed2026-05-14
PIMCO FDS INCOM FD INSTL
NewPIMCO FDS INCOM FD INSTL
Shares1.8K
Event2026-03-31
Filed2026-05-14
AM
1.07%ANTERO MIDSTREAM CORP COM
Shares847
Event2026-03-31
Filed2026-05-14
SJM
0.00%SMUCKER J M CO COM NEW
Shares200
Event2026-03-31
Filed2026-05-14
TIDEWATER INC NEW WT EXP 11144
0.00%TIDEWATER INC NEW WT EXP 11144
Shares207
Event2026-03-31
Filed2026-05-14
DGX
NewQUEST DIAGNOSTICS INC
Shares94
Event2026-03-31
Filed2026-05-14
JCI
20.00%JOHNSON CONTROLS INTERNATIONAL
Shares138
Event2026-03-31
Filed2026-05-14
DPZ
0.00%DOMINOS PIZZA INC COM
Shares50
Event2026-03-31
Filed2026-05-14
LMT
11.54%LOCKHEED MARTIN CORP
Shares29
Event2026-03-31
Filed2026-05-14
PGNY
0.00%PROGYNY INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-14
GL
-50.00%GLOBE LIFE INC COM
Shares120
Event2026-03-31
Filed2026-05-14
CMI
0.00%CUMMINS INC
Shares31
Event2026-03-31
Filed2026-05-14
MS
0.00%MORGAN STANLEY
Shares100
Event2026-03-31
Filed2026-05-14
MARA
0.00%MARATHON DIGITAL HOLDINGS INCO
Shares2.0K
Event2026-03-31
Filed2026-05-14
CODI
0.00%COMPASS DIVERSIFIED HOLDINGSSH
Shares2.0K
Event2026-03-31
Filed2026-05-14
TEMPLETON GROWTH FD INC COM
0.00%TEMPLETON GROWTH FD INC COM
Shares586
Event2026-03-31
Filed2026-05-14
WCC
NewWESCO INTL INC COM
Shares54
Event2026-03-31
Filed2026-05-14
VANGUARD SHORT-TERM GOVT BOND
0.67%VANGUARD SHORT-TERM GOVT BOND
Shares752
Event2026-03-31
Filed2026-05-14
NBXG
13.91%NEUBERGER BERMAN NEXT GENERACO
Shares1.1K
Event2026-03-31
Filed2026-05-14
AEP
10.00%AMERICAN ELECTRIC POWER
Shares110
Event2026-03-31
Filed2026-05-14
T ROWE PRICE NEW ERA
0.00%T ROWE PRICE NEW ERA
Shares295
Event2026-03-31
Filed2026-05-14
CTRA
NewCABOT OIL & GAS CORP CL A
Shares408
Event2026-03-31
Filed2026-05-14
BK OF AMERICA CORP 4.750 DP P
0.00%BK OF AMERICA CORP 4.750 DP P
Shares750
Event2026-03-31
Filed2026-05-14
CAT
0.00%CATERPILLAR
Shares20
Event2026-03-31
Filed2026-05-14
ADSK
0.00%AUTODESK INC
Shares59
Event2026-03-31
Filed2026-05-14
TEMPLETON FOREIGN FUND INC.
0.00%TEMPLETON FOREIGN FUND INC.
Shares1.5K
Event2026-03-31
Filed2026-05-14
ZTS
22.92%ZOETIS INC CL A
Shares118
Event2026-03-31
Filed2026-05-14
TSM
0.00%TAIWAN SEMICONDUCTOR MFG CO AD
Shares40
Event2026-03-31
Filed2026-05-14
CHE
0.00%CHEMED CORP NEW COM
Shares35
Event2026-03-31
Filed2026-05-14
BWA
0.00%BORG WARNER AUTOMOTIVE INC
Shares229
Event2026-03-31
Filed2026-05-14
WAB
0.00%WABTEC CORP COM
Shares48
Event2026-03-31
Filed2026-05-14
DOCU
0.00%DOCUSIGN INC COM
Shares250
Event2026-03-31
Filed2026-05-14
UGI
0.00%UGI CORP NEW
Shares322
Event2026-03-31
Filed2026-05-14
MKL
NewMARKEL CORP
Shares6
Event2026-03-31
Filed2026-05-14
TTD
0.00%THE TRADE DESK INC COM CL A
Shares500
Event2026-03-31
Filed2026-05-14
MCK
0.00%MCKESSON HBOC INC.
Shares13
Event2026-03-31
Filed2026-05-14
COF
NewCAPITAL ONE FINL CORP
Shares56
Event2026-03-31
Filed2026-05-14
SOFI
0.00%SOFI TECHNOLOGIES INC COM
Shares630
Event2026-03-31
Filed2026-05-14
APH
15.38%AMPHENOL CORP NEW CL A
Shares75
Event2026-03-31
Filed2026-05-14
ASIX
0.00%ADVANSIX INC COM
Shares345
Event2026-03-31
Filed2026-05-14
CVS
NewCVS CORPORATION
Shares116
Event2026-03-31
Filed2026-05-14
TSN
NewTYSON FOODS INC CL A
Shares130
Event2026-03-31
Filed2026-05-14
YETI
12.50%YETI HLDGS INC COM
Shares225
Event2026-03-31
Filed2026-05-14
CAVA
25.00%CAVA GROUP INC COM
Shares100
Event2026-03-31
Filed2026-05-14
INGR
0.00%INGREDION INC COM
Shares70
Event2026-03-31
Filed2026-05-14
DNOW
0.00%NOW INC COM
Shares652
Event2026-03-31
Filed2026-05-14
BML-PJ
0.00%BANK OF AMERICA CORPORATION PF
Shares400
Event2026-03-31
Filed2026-05-14
HIG
0.00%HARTFORD FINANCIAL SERVICES
Shares56
Event2026-03-31
Filed2026-05-14
PCTY
0.00%PAYLOCITY HLDG CORP COM
Shares70
Event2026-03-31
Filed2026-05-14
MGM
NewMGM MIRAGE COM
Shares202
Event2026-03-31
Filed2026-05-14
VANGUARD SPECIALIZED PTFLS ENE
0.00%VANGUARD SPECIALIZED PTFLS ENE
Shares125
Event2026-03-31
Filed2026-05-14
OLN
0.00%OLIN CORP PAR $1.
Shares250
Event2026-03-31
Filed2026-05-14
STLD
0.00%STEEL DYNAMICS INC COM
Shares40
Event2026-03-31
Filed2026-05-14
COHERENT CORP COM
0.00%COHERENT CORP COM
Shares30
Event2026-03-31
Filed2026-05-14
DRAFTKINGS INC NEW COM CL A
0.00%DRAFTKINGS INC NEW COM CL A
Shares330
Event2026-03-31
Filed2026-05-14
DXC
0.00%DXC TECHNOLOGY CO COM
Shares549
Event2026-03-31
Filed2026-05-14
TMO
0.00%THERMO FISHER SCIENTIFIC INC.
Shares14
Event2026-03-31
Filed2026-05-14
REZI
-80.78%RESIDEO TECHNOLOGIES INC COM
Shares202
Event2026-03-31
Filed2026-05-14
GS-PA
0.00%GOLDMAN SACHS PFD VARIABLE RAT
Shares344
Event2026-03-31
Filed2026-05-14
FICO
NewFAIR ISAAC & CO INC
Shares6
Event2026-03-31
Filed2026-05-14
ECL
50.00%ECOLAB INC
Shares24
Event2026-03-31
Filed2026-05-14
APP
NewAPPLOVIN CORP COM CL A
Shares16
Event2026-03-31
Filed2026-05-14
FIDELITY SELECT IT SERVICES
0.00%FIDELITY SELECT IT SERVICES
Shares160
Event2026-03-31
Filed2026-05-14
SRE
0.00%SEMPRA ENERGY
Shares64
Event2026-03-31
Filed2026-05-14
EOG
330.00%EOG RESOURCES INC.
Shares43
Event2026-03-31
Filed2026-05-14
LULU
-48.72%LULULEMON ATHLETICA INC COM
Shares40
Event2026-03-31
Filed2026-05-14
OC
NewOWENS CORNING NEW COM
Shares54
Event2026-03-31
Filed2026-05-14
SBUX
75.68%STARBUCKS CORP
Shares65
Event2026-03-31
Filed2026-05-14
SAP
22.22%SAP AG ADR SPONS PREF
Shares33
Event2026-03-31
Filed2026-05-14
T ROWE PRICE ALL-CAP OPPORTUNI
0.00%T ROWE PRICE ALL-CAP OPPORTUNI
Shares76
Event2026-03-31
Filed2026-05-14
NOW
0.00%SERVICENOW INC COM
Shares50
Event2026-03-31
Filed2026-05-14
VREX
0.00%VAREX IMAGING CORP COM
Shares480
Event2026-03-31
Filed2026-05-14
VANGUARD CHARLOTTE FDS TTINT I
0.00%VANGUARD CHARLOTTE FDS TTINT I
Shares265
Event2026-03-31
Filed2026-05-14
UBER
0.00%UBER TECHNOLOGIES INC COM
Shares70
Event2026-03-31
Filed2026-05-14
KD
0.00%KYNDRYL HLDGS INC COMMON STOCK
Shares358
Event2026-03-31
Filed2026-05-14
WBD
0.00%WARNER BROS DISCOVERY INC SERI
Shares168
Event2026-03-31
Filed2026-05-14
AGCO
NewAGCO CORP
Shares39
Event2026-03-31
Filed2026-05-14
AMAT
NewAPPLIED MATLS INC
Shares13
Event2026-03-31
Filed2026-05-14
SNDA
NewSONIDA SENIOR LIVING INC COM
Shares134
Event2026-03-31
Filed2026-05-14
RGR
0.00%STURM RUGER & CO INC COM
Shares100
Event2026-03-31
Filed2026-05-14
UPS
0.00%UNITED PARCEL SERVICE
Shares40
Event2026-03-31
Filed2026-05-14
OXY
-45.00%OCCIDENTAL PETROLEUM CORP.
Shares55
Event2026-03-31
Filed2026-05-14
PNR
0.00%PENTAIR PLC SHS
Shares40
Event2026-03-31
Filed2026-05-14
DAR
NewDARLING INTL INC COM
Shares55
Event2026-03-31
Filed2026-05-14
EXPD
NewEXPEDITORS INTL WASH INC
Shares21
Event2026-03-31
Filed2026-05-14
NDSN
NewNORDSON CORP
Shares11
Event2026-03-31
Filed2026-05-14
DCI
NewDONALDSON INC
Shares34
Event2026-03-31
Filed2026-05-14
SNA
NewSNAP ON TOOLS CORP
Shares7
Event2026-03-31
Filed2026-05-14
MNST
NewMONSTER BEVERAGE CORP NEW COM
Shares35
Event2026-03-31
Filed2026-05-14
TTC
NewTORO CO
Shares27
Event2026-03-31
Filed2026-05-14
XIFR
0.00%NEXTERA ENERGY PARTNERS LP COM
Shares235
Event2026-03-31
Filed2026-05-14
BF.B
NewBROWN FORMAN CORP CL B
Shares92
Event2026-03-31
Filed2026-05-14
NTRS
NewNORTHERN TR CORP
Shares17
Event2026-03-31
Filed2026-05-14
NJR
NewNEW JERSEY RES CORP COM
Shares43
Event2026-03-31
Filed2026-05-14
CL
NewCOLGATE PALMOLIVE CO
Shares27
Event2026-03-31
Filed2026-05-14
SO
NewSOUTHERN CO
Shares22
Event2026-03-31
Filed2026-05-14
AWK
NewAMERICAN WTR WKS CO INC NEW CO
Shares15
Event2026-03-31
Filed2026-05-14
APD
NewAIR PRODS & CHEMS INC
Shares7
Event2026-03-31
Filed2026-05-14
GGG
NewGRACO INC
Shares24
Event2026-03-31
Filed2026-05-14
MORN
NewMORNINGSTAR INC COM
Shares12
Event2026-03-31
Filed2026-05-14
LEN
0.00%LENNAR CORP
Shares23
Event2026-03-31
Filed2026-05-14
AOS
NewSMITH A O COM
Shares30
Event2026-03-31
Filed2026-05-14
PINS
NewPINTEREST INC CL A
Shares106
Event2026-03-31
Filed2026-05-14
MAS
NewMASCO CORP
Shares32
Event2026-03-31
Filed2026-05-14
BLACKROCK INC COM
NewBLACKROCK INC COM
Shares2
Event2026-03-31
Filed2026-05-14
WRB
NewBERKLEY, W.R. CORP
Shares28
Event2026-03-31
Filed2026-05-14
TROW
NewT ROWE PRICE GROUP INC
Shares20
Event2026-03-31
Filed2026-05-14
WEC ENERGY GROUP INC COM
NewWEC ENERGY GROUP INC COM
Shares15
Event2026-03-31
Filed2026-05-14
SPGI
NewS&P GLOBAL INC COM
Shares4
Event2026-03-31
Filed2026-05-14
IFF
0.00%INTL FLAVORS & FRAGRANCES
Shares23
Event2026-03-31
Filed2026-05-14
SNPS
NewSYNOPSYS INC
Shares4
Event2026-03-31
Filed2026-05-14
RMD
NewRESMED INC COM
Shares7
Event2026-03-31
Filed2026-05-14
ABR
4.19%ARBOR RLTY TR INC COM
Shares199
Event2026-03-31
Filed2026-05-14
MKC
NewMCCORMICK & CO INC
Shares30
Event2026-03-31
Filed2026-05-14
ADBE
NewADOBE SYS INC
Shares6
Event2026-03-31
Filed2026-05-14
PLD
120.00%PROLOGIS INC
Shares11
Event2026-03-31
Filed2026-05-14
BRO
NewBROWN & BROWN INC COM
Shares21
Event2026-03-31
Filed2026-05-14
VERSANT MEDIA GROUP INC COM CL
NewVERSANT MEDIA GROUP INC COM CL
Shares36
Event2026-03-31
Filed2026-05-14
PAYX
NewPAYCHEX INC
Shares14
Event2026-03-31
Filed2026-05-14
AIG
0.00%AMERICAN INTERNATIONAL GROUP I
Shares17
Event2026-03-31
Filed2026-05-14
AEE
NewAMEREN CORP
Shares11
Event2026-03-31
Filed2026-05-14
BANK IRELAND GROUP PLC ORD SHS
0.00%BANK IRELAND GROUP PLC ORD SHS
Shares66
Event2026-03-31
Filed2026-05-14
CEG
NewCONSTELLATION ENERGY CORP COM
Shares4
Event2026-03-31
Filed2026-05-14
LBRDP
0.00%LIBERTY BROADBAND CORP CUM RED
Shares40
Event2026-03-31
Filed2026-05-14
VTR
0.00%VENTAS INC
Shares7
Event2026-03-31
Filed2026-05-14
OXY.WS
0.00%OCCIDENTAL PETE CORP WT EXP 08
Shares13
Event2026-03-31
Filed2026-05-14
MMC
NewMARSH MCLENNAN
Shares3
Event2026-03-31
Filed2026-05-14
OGN
0.00%ORGANON & CO COMMON STOCK
Shares74
Event2026-03-31
Filed2026-05-14
INTU
NewINTUIT INC COM
Shares1
Event2026-03-31
Filed2026-05-14
MRP
0.00%MILLROSE PPTYS INC COM CL A
Shares11
Event2026-03-31
Filed2026-05-14
EVGO
0.00%EVGO INC CL A COM
Shares130
Event2026-03-31
Filed2026-05-14
SABR
0.00%SABRE CORP COM
Shares100
Event2026-03-31
Filed2026-05-14
FIDELITY PURITAN TR LOW PRICE
0.00%FIDELITY PURITAN TR LOW PRICE
Shares1
Event2026-03-31
Filed2026-05-14
SBRA
0.00%SABRA HEALTH CARE REIT INC COM
Shares1
Event2026-03-31
Filed2026-05-14
CHARGEPOINT HOLDINGS INC COM S
0.00%CHARGEPOINT HOLDINGS INC COM S
Shares3
Event2026-03-31
Filed2026-05-14
SEARS ROEBUCK ACCEP CORP NT 7.
0.00%SEARS ROEBUCK ACCEP CORP NT 7.
Shares291
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available