Home » SEC Filing Articles

Image for Black Swift Group LLC Cuts Position in NVIDIA Corporation $NVDA

Black Swift Group LLC Cuts Position in NVIDIA Corporation $NVDA

Black Swift Group LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 91.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Amazon.com, Inc. $AMZN is Black Swift Group LLC’s 5th Largest Position

Amazon.com, Inc. $AMZN is Black Swift Group LLC’s 5th Largest Position

Black Swift Group LLC decreased its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 7.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 80,925... More of this article »
Image for Betterment LLC Acquires 8,052 Shares of Goldman Sachs JUST U.S. Large Cap Equity ETF $JUST

Betterment LLC Acquires 8,052 Shares of Goldman Sachs JUST U.S. Large Cap Equity ETF $JUST

Betterment LLC grew its stake in shares of Goldman Sachs JUST U.S. Large Cap Equity ETF (NYSEARCA:JUST – Free Report) by 3.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Betterment LLC Purchases 60,242 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Betterment LLC Purchases 60,242 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Betterment LLC raised its position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 37.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Blair William & Co. IL Grows Stock Position in NVIDIA Corporation $NVDA

Blair William & Co. IL Grows Stock Position in NVIDIA Corporation $NVDA

Blair William & Co. IL lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Blacksheep Fund Management Ltd Invests $50.38 Million in Transdigm Group Incorporated $TDG

Blacksheep Fund Management Ltd Invests $50.38 Million in Transdigm Group Incorporated $TDG

Blacksheep Fund Management Ltd bought a new stake in Transdigm Group Incorporated (NYSE:TDG – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Betterment LLC Acquires 26,800 Shares of Dimensional US Small Cap Value ETF $DFSV

Betterment LLC Acquires 26,800 Shares of Dimensional US Small Cap Value ETF $DFSV

Betterment LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 6.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for iShares MSCI ACWI ETF $ACWI Shares Bought by Blair William & Co. IL

iShares MSCI ACWI ETF $ACWI Shares Bought by Blair William & Co. IL

Blair William & Co. IL raised its stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 182.6% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 20,085 shares of... More of this article »
Image for SPDR Nuveen ICE Short Term Municipal Bond ETF $SHM Stake Lowered by Betterment LLC

SPDR Nuveen ICE Short Term Municipal Bond ETF $SHM Stake Lowered by Betterment LLC

Betterment LLC trimmed its stake in shares of SPDR Nuveen ICE Short Term Municipal Bond ETF (NYSEARCA:SHM – Free Report) by 3.9% during the third quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Betterment LLC

Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Betterment LLC

Betterment LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 7.5% during the third quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Blacksheep Fund Management Ltd Sells 31,350 Shares of Liberty Media Corporation – Liberty Formula One Series C $FWONK

Blacksheep Fund Management Ltd Sells 31,350 Shares of Liberty Media Corporation – Liberty Formula One Series C $FWONK

Blacksheep Fund Management Ltd trimmed its holdings in Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK – Free Report) by 8.2% in the 3rd quarter, according to its most recent disclosure with the... More of this article »
Image for Blackston Financial Advisory Group LLC Reduces Stock Holdings in Amazon.com, Inc. $AMZN

Blackston Financial Advisory Group LLC Reduces Stock Holdings in Amazon.com, Inc. $AMZN

Blackston Financial Advisory Group LLC reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) by 66.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 4,610 shares of the e-commerce giant’s... More of this article »
Image for Betterment LLC Boosts Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Betterment LLC Boosts Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Betterment LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Betterment LLC Has $26.10 Million Position in Vanguard Total International Stock ETF $VXUS

Betterment LLC Has $26.10 Million Position in Vanguard Total International Stock ETF $VXUS

Betterment LLC grew its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 26.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Betterment LLC Boosts Stake in Dimensional International Small Cap Value ETF $DISV

Betterment LLC Boosts Stake in Dimensional International Small Cap Value ETF $DISV

Betterment LLC raised its position in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 8.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Betterment LLC Sells 34,257 Shares of Dimensional US Core Equity Market ETF $DFAU

Betterment LLC Sells 34,257 Shares of Dimensional US Core Equity Market ETF $DFAU

Betterment LLC lowered its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 5.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Black Swift Group LLC Makes New Investment in Alphabet Inc. $GOOGL

Black Swift Group LLC Makes New Investment in Alphabet Inc. $GOOGL

Black Swift Group LLC purchased a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased... More of this article »
Image for Blair William & Co. IL Acquires 136,416 Shares of Old Second Bancorp, Inc. $OSBC

Blair William & Co. IL Acquires 136,416 Shares of Old Second Bancorp, Inc. $OSBC

Blair William & Co. IL raised its holdings in Old Second Bancorp, Inc. (NASDAQ:OSBC – Free Report) by 757.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Betterment LLC Buys 23,710 Shares of Dimensional U.S. Equity ETF $DFUS

Betterment LLC Buys 23,710 Shares of Dimensional U.S. Equity ETF $DFUS

Betterment LLC raised its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 14.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Betterment LLC Increases Stake in Vanguard Total World Bond ETF $BNDW

Betterment LLC Increases Stake in Vanguard Total World Bond ETF $BNDW

Betterment LLC raised its position in shares of Vanguard Total World Bond ETF (NASDAQ:BNDW – Free Report) by 8.0% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Blackston Financial Advisory Group LLC Sells 6,349 Shares of Microsoft Corporation $MSFT

Blackston Financial Advisory Group LLC Sells 6,349 Shares of Microsoft Corporation $MSFT

Blackston Financial Advisory Group LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 48.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Apple Inc. $AAPL Position Lowered by Blair William & Co. IL

Apple Inc. $AAPL Position Lowered by Blair William & Co. IL

Blair William & Co. IL reduced its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Betterment LLC Has $7.48 Million Stake in Dimensional US High Profitability ETF $DUHP

Betterment LLC Has $7.48 Million Stake in Dimensional US High Profitability ETF $DUHP

Betterment LLC grew its holdings in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 16.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Betterment LLC Boosts Stake in Dimensional US Core Equity 1 ETF $DCOR

Betterment LLC Boosts Stake in Dimensional US Core Equity 1 ETF $DCOR

Betterment LLC raised its stake in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 11.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Betterment LLC Boosts Stake in Dimensional Global Core Plus Fixed Income ETF $DFGP

Betterment LLC Boosts Stake in Dimensional Global Core Plus Fixed Income ETF $DFGP

Betterment LLC increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 17.3% during the third quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for iShares California Muni Bond ETF $CMF Shares Purchased by Betterment LLC

iShares California Muni Bond ETF $CMF Shares Purchased by Betterment LLC

Betterment LLC raised its stake in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 8.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Blair William & Co. IL Cuts Holdings in Ralliant Corporation $RAL

Blair William & Co. IL Cuts Holdings in Ralliant Corporation $RAL

Blair William & Co. IL reduced its holdings in Ralliant Corporation (NYSE:RAL – Free Report) by 28.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Betterment LLC Has $25.77 Million Holdings in SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF $EEMX

Betterment LLC Has $25.77 Million Holdings in SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF $EEMX

Betterment LLC lowered its position in SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (NYSEARCA:EEMX – Free Report) by 4.0% during the third quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Image for Betterment LLC Boosts Stock Position in Dimensional US Real Estate ETF $DFAR

Betterment LLC Boosts Stock Position in Dimensional US Real Estate ETF $DFAR

Betterment LLC lifted its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 12.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Dimensional International Core Equity Market ETF $DFAI Holdings Decreased by Betterment LLC

Dimensional International Core Equity Market ETF $DFAI Holdings Decreased by Betterment LLC

Betterment LLC trimmed its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 3.8% during the 3rd quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for Amazon.com, Inc. $AMZN Stake Trimmed by Blair William & Co. IL

Amazon.com, Inc. $AMZN Stake Trimmed by Blair William & Co. IL

Blair William & Co. IL lessened its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Blair William & Co. IL Acquires 8,527 Shares of Dominion Energy Inc. $D

Blair William & Co. IL Acquires 8,527 Shares of Dominion Energy Inc. $D

Blair William & Co. IL boosted its holdings in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 24.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Betterment LLC Boosts Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Betterment LLC Boosts Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Betterment LLC raised its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 14.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Microsoft Corporation $MSFT Holdings Trimmed by Blair William & Co. IL

Microsoft Corporation $MSFT Holdings Trimmed by Blair William & Co. IL

Blair William & Co. IL trimmed its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 3,607,106... More of this article »
Image for Vanguard Total International Bond ETF $BNDX Holdings Raised by Betterment LLC

Vanguard Total International Bond ETF $BNDX Holdings Raised by Betterment LLC

Betterment LLC grew its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 4.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Betterment LLC Has $947.38 Million Position in Vanguard Value ETF $VTV

Betterment LLC Has $947.38 Million Position in Vanguard Value ETF $VTV

Betterment LLC lessened its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Vanguard Small-Cap Value ETF $VBR Stock Position Cut by Betterment LLC

Vanguard Small-Cap Value ETF $VBR Stock Position Cut by Betterment LLC

Betterment LLC reduced its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 3.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Banque Cantonale Vaudoise Raises Stock Holdings in Molina Healthcare, Inc $MOH

Banque Cantonale Vaudoise Raises Stock Holdings in Molina Healthcare, Inc $MOH

Banque Cantonale Vaudoise increased its holdings in shares of Molina Healthcare, Inc (NYSE:MOH – Free Report) by 462.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for PTC Inc. $PTC Shares Sold by Banque Cantonale Vaudoise

PTC Inc. $PTC Shares Sold by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise lessened its holdings in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 50.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Daily Journal Corp. (S.C.) $DJCO is Advisory Research Inc.’s 7th Largest Position

Daily Journal Corp. (S.C.) $DJCO is Advisory Research Inc.’s 7th Largest Position

Advisory Research Inc. lifted its holdings in shares of Daily Journal Corp. (S.C.) (NASDAQ:DJCO – Free Report) by 51.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Advisory Research Inc. Has $21.28 Million Stake in MGIC Investment Corporation $MTG

Advisory Research Inc. Has $21.28 Million Stake in MGIC Investment Corporation $MTG

Advisory Research Inc. lifted its stake in MGIC Investment Corporation (NYSE:MTG – Free Report) by 16.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Betterment LLC Lowers Stake in Vanguard Mid-Cap Value ETF $VOE

Betterment LLC Lowers Stake in Vanguard Mid-Cap Value ETF $VOE

Betterment LLC lessened its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 2.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for VanEck Junior Gold Miners ETF $GDXJ Shares Sold by Barometer Capital Management Inc.

VanEck Junior Gold Miners ETF $GDXJ Shares Sold by Barometer Capital Management Inc.

Barometer Capital Management Inc. lowered its position in shares of VanEck Junior Gold Miners ETF (NYSEARCA:GDXJ – Free Report) by 54.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Banque Cantonale Vaudoise Reduces Stock Holdings in First Trust RBA American Industrial Renaissance ETF $AIRR

Banque Cantonale Vaudoise Reduces Stock Holdings in First Trust RBA American Industrial Renaissance ETF $AIRR

Banque Cantonale Vaudoise cut its stake in shares of First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) by 57.3% during the 3rd quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image for Barometer Capital Management Inc. Sells 6,640 Shares of Global X Copper Miners ETF $COPX

Barometer Capital Management Inc. Sells 6,640 Shares of Global X Copper Miners ETF $COPX

Barometer Capital Management Inc. lowered its stake in shares of Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) by 53.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Banque Cantonale Vaudoise Takes Position in Block, Inc. $XYZ

Banque Cantonale Vaudoise Takes Position in Block, Inc. $XYZ

Banque Cantonale Vaudoise bought a new stake in shares of Block, Inc. (NYSE:XYZ – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Advisory Research Inc. Buys 9,880 Shares of AbbVie Inc. $ABBV

Advisory Research Inc. Buys 9,880 Shares of AbbVie Inc. $ABBV

Advisory Research Inc. grew its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 16.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Banque Cantonale Vaudoise Raises Stake in Illumina, Inc. $ILMN

Banque Cantonale Vaudoise Raises Stake in Illumina, Inc. $ILMN

Banque Cantonale Vaudoise boosted its stake in shares of Illumina, Inc. (NASDAQ:ILMN – Free Report) by 447.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Banque Cantonale Vaudoise Sells 3,159 Shares of The Allstate Corporation $ALL

Banque Cantonale Vaudoise Sells 3,159 Shares of The Allstate Corporation $ALL

Banque Cantonale Vaudoise lowered its position in The Allstate Corporation (NYSE:ALL – Free Report) by 41.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Banque Cantonale Vaudoise Cuts Stock Holdings in Sempra Energy $SRE

Banque Cantonale Vaudoise Cuts Stock Holdings in Sempra Energy $SRE

Banque Cantonale Vaudoise reduced its stake in Sempra Energy (NYSE:SRE – Free Report) by 49.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »