Filing Research | LAW - CS DISCO INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Stephens Group, LLC	Shares	7.8MSH	$29.5M
2	LAVELLE CAPITAL LP	Shares	135.1KSH	$510.8K
3	Matthew Goff Investment Advisor, LLC	Shares	107.0KSH	$404.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.9KSH	$84.4K
5	Williams & Novak, LLC	Shares	21.9KSH	$82.9K
6	Abel Hall, LLC	Shares	14.2KSH	$53.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	5.9KSH	$22.3K
8	SBI Securities Co., Ltd.	Shares	2.5KSH	$9.3K
9	EverSource Wealth Advisors, LLC	Shares	706SH	$2.7K
10	True Wealth Design, LLC	Shares	381SH	$1.4K
11	Farther Finance Advisors, LLC	Shares	246SH	$930
12	Physician Wealth Advisors, Inc.	Shares	144SH	$545
13	Fortitude Family Office, LLC	Shares	132SH	$499
14	GAMMA Investing LLC	Shares	125SH	$473
15	IFP Advisors, Inc	Shares	92SH	$348
16	SJS Investment Consulting Inc.	Shares	48SH	$182

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	LAVELLE CAPITAL LP new	Shares	+135.1K	+$510.8K	$510.8K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+21.9K	+$84.4K	$84.4K
3	True Wealth Design, LLC added	Shares	+202	+$757	$1.4K
4	EverSource Wealth Advisors, LLC added	Shares	+173	+$635	$2.7K
5	Farther Finance Advisors, LLC added	Shares	+63	+$235	$930
6	IFP Advisors, Inc added	Shares	+50	+$188	$348
7	SJS Investment Consulting Inc. added	Shares	+42	+$159	$182
8	Fortitude Family Office, LLC added	Shares	+19	+$67	$499
9	GAMMA Investing LLC added	Shares	+2	+$3	$473
10	SIGNATUREFD, LLC exited	Shares	-32	-$122	$0
11	Williams & Novak, LLC added	Shares	+67	-$183	$82.9K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$236	$22.3K
13	Physician Wealth Advisors, Inc. trimmed	Shares	-65	-$254	$545
14	SBI Securities Co., Ltd. trimmed	Shares	-299	-$1.2K	$9.3K
15	Versant Capital Management, Inc exited	Shares	-430	-$1.6K	$0
16	Abel Hall, LLC trimmed	Shares	-676	-$3.2K	$53.8K
17	Matthew Goff Investment Advisor, LLC unchanged	Shares	0	-$4.3K	$404.5K
18	Stephens Group, LLC unchanged	Shares	0	-$311.9K	$29.5M

Filing Research | LAW - CS DISCO INC Institutional Holdings