SEC EDGAR
Open source ↗firmua-headerweekly
SEC EDGAR is the centralized repository for all securities filings. For RIAs we care about it for 13F holdings reports (which show portfolio composition), Schedule 13D/G filings (large equity positions), and the EIN-mapped CIK lookup that fills in tax IDs the ADV bulk omits.
Fields it produces (17)
edgar_registerededgar_cikedgar_einedgar_sicedgar_sic_descriptionedgar_former_namesedgar_addressesedgar_filing_countedgar_recent_filingsedgar_first_filing_dateedgar_last_filing_dateedgar_xbrl_revenue_latestedgar_xbrl_assets_latestedgar_13f_countedgar_13f_latest_aum_estimateedgar_form_d_countedgar_form_d_offerings
What this source actually pulls
6 examplesDAYBRIGHT ADVISORY SERVICES, INC.
12 fieldsfirm · 133795 · MIAMI, FL
edgar 13f count
2
edgar 13f latest aum estimate
filing_date: 2026-05-12 · accession: 0002107111-26-000002
edgar addresses
mailing: [object Object] · business: [object Object]
edgar cik
0002107111
edgar ein
472599316
edgar filing count
2
edgar first filing date
2026-02-12
edgar last filing date
2026-05-12
edgar recent filings
2 items
edgar registered
Yes
ein
472599316
first adv filing
2026-02-12
OMNIA FAMILY WEALTH, LLC
12 fieldsfirm · 170909 · AVENTURA, FL
edgar 13f count
41
edgar 13f latest aum estimate
filing_date: 2026-05-07 · accession: 0001951757-26-000792
edgar addresses
mailing: [object Object] · business: [object Object]
edgar cik
0001696136
edgar ein
474980835
edgar filing count
43
edgar first filing date
2017-04-03
edgar last filing date
2026-05-07
edgar recent filings
20 items
edgar registered
Yes
ein
474980835
first adv filing
2017-04-03
NEXWAVE CAPITAL PARTNERS LLC
12 fieldsfirm · 241788 · NEW YORK, NY
edgar 13f count
9
edgar 13f latest aum estimate
filing_date: 2022-02-10 · accession: 0001214659-22-002199
edgar addresses
mailing: [object Object] · business: [object Object]
edgar cik
0001785668
edgar ein
263885395
edgar filing count
10
edgar first filing date
2020-02-13
edgar last filing date
2025-02-13
edgar recent filings
10 items
edgar registered
Yes
ein
263885395
first adv filing
2020-02-13
PASSIVE CAPITAL MANAGEMENT, LLC
12 fieldsfirm · 142870 · SYRACUSE, NY
edgar 13f count
18
edgar 13f latest aum estimate
filing_date: 2026-05-14 · accession: 0001765380-26-000213
edgar addresses
mailing: [object Object] · business: [object Object]
edgar cik
0001958250
edgar ein
208005215
edgar filing count
20
edgar first filing date
2023-07-28
edgar last filing date
2026-05-14
edgar recent filings
20 items
edgar registered
Yes
ein
208005215
first adv filing
2023-07-28
KABOUTER MANAGEMENT, LLC
12 fieldsfirm · 153099 · CHICAGO, IL
edgar addresses
mailing: [object Object] · business: [object Object]
edgar cik
0001602045
edgar ein
000000000
edgar filing count
12
edgar first filing date
2014-03-10
edgar form d count
12
edgar form d offerings
10 items
edgar last filing date
2024-05-13
edgar recent filings
12 items
edgar registered
Yes
ein
000000000
first adv filing
2014-03-10
HUIZENGA CAPITAL MANAGEMENT, LLC
12 fieldsfirm · 156524 · OAK BROOK, IL
edgar addresses
mailing: [object Object] · business: [object Object]
edgar cik
0001852907
edgar ein
862674035
edgar filing count
2
edgar first filing date
2021-04-30
edgar form d count
2
edgar form d offerings
2 items
edgar last filing date
2025-12-17
edgar recent filings
2 items
edgar registered
Yes
ein
862674035
first adv filing
2021-04-30