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Most recent filings from publicly traded companies
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=jivedata("CRS","filings")Example uses the first company's ticker below; open any company's SEC filings page for the exact formula for that symbol.
| Date Filed | Form | Company | Alerts |
|---|---|---|---|
| Oct 16, 2026 | 3 | CRSCARPENTER TECHNOLOGY CORP | |
| Oct 16, 2026 | 3 | ATLOAMES NATIONAL CORP | |
| Oct 16, 2026 | 3 | CRSCARPENTER TECHNOLOGY CORP | |
| Oct 16, 2026 | 4 | CNXNPC CONNECTION INC | |
| Oct 16, 2026 | 3 | CNXNPC CONNECTION INC | |
| Oct 16, 2026 | SCHEDULE 13G | OZBelpointe PREP, LLC | |
| Oct 16, 2026 | 3 | EXEEXPAND ENERGY Corp | |
| Oct 16, 2026 | 4 | MMEDMiniMed Group, Inc. | |
| Oct 16, 2026 | 3 | MMEDMiniMed Group, Inc. | |
| Oct 16, 2026 | 4 | QBTSD-Wave Quantum Inc. |
Institutional investment managers
Import this data to Google Sheets with:
=jivedata("american-financial-tax-strategies-inc","13f")Example uses the first filer's slug below; open any filer's page for the exact formula for that manager.
| Filer | Latest Filing | AUM History | Sectors |
|---|---|---|---|
| AMERICAN FINANCIAL & TAX STRATEGIES INC | Oct 16, 2026Q3 2026 | $221.3M latest | — |
| Andera Partners | Oct 16, 2026Q3 2026 | $206.5M latest | — |
| Align Financial, LLC | Oct 16, 2026Q3 2026 | $201.5M latest | — |
| Alpine Bank Wealth Management | Oct 16, 2026Q3 2026 | $779.5M latest | — |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Oct 16, 2026Q3 2026 | $400.8M latest | — |
| Aerodigm Wealth, LLC | Oct 16, 2026Q3 2026 | $295.9M latest | — |
| 1834 INVESTMENT ADVISORS CO | Oct 16, 2026Q3 2026 | $882.6M latest | — |
| ACUTE INVESTMENT ADVISORY, LLC | Oct 16, 2026Q3 2026 | $9.5M latest | — |
| AlphaStar Capital Management, LLC | Oct 16, 2026Q3 2026 | $1.57B latest | — |
| Annex Advisory Services, LLC | Oct 16, 2026Q3 2026 | $5.86B latest | — |